In reply to Brooke - yes, the option to remove sections as necessary would be helpful

Hi all, inviting discussion here... If we introduce a change to let you choose which sections of the FactFind the client has to complete, will this solution meet your requirement?

Having this ability allows advisers to not have to re do sections that clients have filled in wrong. So for example I may only want them to fill in personal details, address history and dependents. Then income and Financial over view i woudl do face to face. This may also come in handy if you build in commercial or specialised lending , as we can add this as an optional area to fill in in the FF.

Limit Client Portal Fact Find for Protection Only cases - Advisers should have the option to grey out/remove non-protection fields from the client Fact Fi

We have been using smartr for year now and give clear precise instructions to all clients to only complete the fatfind and to ignore the Pensions and Investment Sections as we are not Pension and Investment advisers and clients keep completing these sections creating Pension and Investment cases or contact us to say that the system is asking for too much information that isnt relevant to their initial enquiry. We need to be able to grey out these areas or have a option box to just complete sections that are relevant at each stage of the process.

We are not pensions or investment advisors. Clients dont read to ignore these bits of the Factfind, no matter how much we point it out. We need the ability to grey these areas out.

Yes. Customising the fields required (and are visible) to the client on the portal. I cannot use it as it is which is a shame.

I dont think we can use the client portal until this is added as some fields questions and will put off clients which is a shame.

This would be really useful for my clients.

I agree

The fact find is too long and it is putting clients off. Have the facility to hide/show sections on insurance, Pensions, Investments.

Questions about height and weight can be done AFTER the mortgage application!!

Should be allowed the option to remove sections of the FactFind where there is no information. As some of the information may not be required for the client.

FTB's need more hand holding than some others so I think it is incumbent on the Advisor to explain the differences and implications of those choices. Clients should remain able to make an informed choice so I would not wish these options to be removed

this is a good in principle, however "essential information" can vary between companies depending on the areas they work in and may require different information than other companies.

What would be an added benefit would be to give firms the ability to create their own from with a maximum of "x" amount of fields so it can be tailored to their requirements.

Asking the client to complete the full fact find (or even part of) prior to 'first meeting' is not only quite intimidating, but must also be worrying - would you share all your personal with someone you don't know?

However, asking 'essential' information upfront is relevant in order for accuracy is totally relevant.
Having this essential information will help the adviser establish quickly whether you 'can do' business with the client and also whether you 'want to' do business with the client.

Essential information:
* Anticipated purchase price / deposit
* Monthly budget
* Occupation / employer / how long in job / income breakdown
* Any other income source
* Current credit commitments
* Any bad credit

Clients don't need to be asked about if they want fixed or discounted rates or what term they require or if they would reduce the term to fit their budget etc. For FTB's this can be overwhelming.

Can the fact find be customised, Some of the requested info is unnecessary at DIP stage.

Ability for SuperUser to hide sections or "Products" like Pensions, Investments across platform

We have been using smartr for year now and give clear precise instructions to all clients to only complete the fatfind and to ignore the Pensions and Investment Sections as we are not Pension and Investment advisers and clients keep completing these sections creating Pension and Investment cases or contact us to say that the system is asking for too much information that isnt relevant to their initial enquiry. We need to be able to grey out these areas or have a option box to just complete sections that are relevant at each stage of the process.