Skip to content
← Have an idea? Share it!

Settings and activity

34 results found

  1. Product Transfer as Buyer Type

    55 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    planned  ·  7 comments  ·  Fact Find » New Mortgages  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    The Mortgage & Insurance Shop commented  · 

    Another product transfer to do today and depsite my best efforts in telling you all I'm doing is building up a massive list of what appears to be Remortgages where I cant tell what was done and when except for the case number! When that client calls me in 5 yrs I'm gonna be picking through a list with no clear idea of when to find the last PT!

    Also for a PT or Remo you can't put in the current payment , balance and interest rate to compare with a new rate...

    An error occurred while saving the comment
    The Mortgage & Insurance Shop commented  · 

    And now the top idea is a BUDGET PLANNER?? WAT

    The Mortgage & Insurance Shop supported this idea  · 
    An error occurred while saving the comment
    The Mortgage & Insurance Shop commented  · 

    This needs sorted like NOW - I'm starting to build a list of remortgage cases part of which are actually PTs - getting increasingly difficult and confusing to work out which is which on the summary. And my product spread reporting is out the window as it looks as if I'm doing all remortgages.

    An error occurred while saving the comment
    The Mortgage & Insurance Shop commented  · 

    Product transfer

    An error occurred while saving the comment
    The Mortgage & Insurance Shop commented  · 

    Why on earth is this not being acted on?? Such a basic and obvious workflow issue

  2. Email Notification when documents uploaded from Client side

    29 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  2 comments  ·  Notifications  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    The Mortgage & Insurance Shop supported this idea  · 

  3. Multiple FactFind Applicants

    128 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    The Mortgage & Insurance Shop commented  · 

    An irrelevance to the vast majority of cases. A tiny number of applications have more than 2 apps.

    The Mortgage & Insurance Shop supported this idea  · 

  4. Universal Budget Planner for Mortgages & Protection

    80 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    18 comments  ·  Protection  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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

    An error occurred while saving the comment
    The Mortgage & Insurance Shop commented  · 

    Again how on earth is this under review when there's no LTV calculator,a proper Product transfer process, or any basic compliance function???

    An error occurred while saving the comment
    The Mortgage & Insurance Shop commented  · 

    Proper calculators in mortgages

    The Mortgage & Insurance Shop supported this idea  · 

  5. Put an LTV calculator in the mortgage factfind

    27 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    The Mortgage & Insurance Shop shared this idea  · 

  6. Outlook Calendar integration

    26 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    planned  ·  1 comment  ·  Emails  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  7. Improve navigation so adviser can see all cases that relate to X applicants

    19 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    5 comments  ·  Protection  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    planned  ·  AdminBrooke Lowry (Admin, smartr365) responded

    Hi all,  

    We are currently making changes to the Protection experience in Smartr. This requirement has been approved and planned for later this year.  

    Keep an eye out for more comms to follow.  

    Thanks,  

    The Product team

    The Mortgage & Insurance Shop supported this idea  · 

  8. Amend policy numbers/ mortgage account numbers after marked completed

    23 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  9. Remove the Council tax from being annual amount to monthly like all other areas in the expenditure section, this is confusing

    66 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    planned  ·  2 comments  ·  Fact Find » Commitments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    The Mortgage & Insurance Shop commented  · 

    How on earth is this under review when theres no LTV calculator on the mortgage input?

  10. Compliance functionality - Broker Risk Rating/Gating

    20 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  2 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    The Mortgage & Insurance Shop commented  · 

    Would be even better if the system had a basic compliance function first

  11. Two way email integration

    143 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    planned  ·  32 comments  ·  Emails  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    The Mortgage & Insurance Shop supported this idea  · 
    An error occurred while saving the comment
    The Mortgage & Insurance Shop commented  · 

    Good idea - just need to watch that the client can clearly see who emails are from ie not just from Smartr (in case it goes into Spam)

  12. Suitability Letter - Add multiple products, and joint and single applicants

    35 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    started  ·  3 comments  ·  Suitability Report Generator  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    The Mortgage & Insurance Shop commented  · 

    This whole area needs an overhaul. The tokens are cumbersome to say the least and creates more problems. Keep it simple and just take the products sold with an open text box for the recommendation. The formatting is poor and does not look professional. We should able to email the letter without having to fix it all up beforehand.

    The Mortgage & Insurance Shop supported this idea  · 
    An error occurred while saving the comment
    The Mortgage & Insurance Shop commented  · 

    More flexibility for the suitability templates. At the moment I need to create a separate one for single life, joint life, for each product type! Just allow tokens to be deselected at preview without printing them.

  13. Important notes

    46 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    planned  ·  2 comments  ·  Notes  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    The Mortgage & Insurance Shop supported this idea  · 

  14. Please amend form Remortgage to correct type of case as a Product Transfer

    12 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    The Mortgage & Insurance Shop shared this idea  · 

  15. BTL portfolio totals

    50 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    The Mortgage & Insurance Shop supported this idea  · 

  16. Option Are you on electoral roll?

    25 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    The Mortgage & Insurance Shop shared this idea  · 

  17. Add self build to purchase type in fact find

    22 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  3 comments  ·  Fact Find » New Mortgages  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    The Mortgage & Insurance Shop shared this idea  · 
    An error occurred while saving the comment
    The Mortgage & Insurance Shop commented  · 

    self build category added in mortgage

  18. Ability to set diary entries via Smartr

    24 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  2 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    The Mortgage & Insurance Shop supported this idea  · 

  19. Multiple products on a mortgage

    92 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    planned  ·  18 comments  ·  Fact Find » New Mortgages  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    The Mortgage & Insurance Shop supported this idea  · 

  20. Task Due Notifications

    41 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  2 comments  ·  Tasks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    The Mortgage & Insurance Shop supported this idea  · 
← Previous 1