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How can we improve Protection section in Smartr365?

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  1. Universal Budget Planner for Mortgages & Protection

    The outgoings section should be a universal budget planner that can advise on the mortgage and protection. On another system there is the ability if it is a joint application you can remove one applicant to see if the mortgage is affordable if one person was no longer able to pay. If the answer was red/no this then would feed into an Income Protection conversation.

    This feature idea is from a system called Midus but you have to be part of an exclusive network to get access to it.

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    18 comments  ·  Admin →
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    started  ·  AdminBrooke Lowry (Admin, smartr365) responded

    Hi all,

    We recently launched the Financial Overview feature based on the Protection Adviser's need to see a high level view of the client's financial situation. We are evolving this feature to include more mortgage-related changes including the ability to add a Mortgage Budget, and improvements to our Income and Outgoings section.

    Please speak to your CS rep or keep an eye out for more information.

    Thanks,

    The Product Team

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