Settings and activity

29 results found

1. Optional Suitability Report Tokens - Tokens inside optional content

   36 votes

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   under review  ·  0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Karen Clewes supported this idea  ·  Jan 5, 2022

2. Important notes

   46 votes

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   planned  ·  2 comments  ·  Notes  ·  Delete…  ·  Admin →
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   Karen Clewes supported this idea  ·  Jan 5, 2022

3. Multiple FactFind Applicants

   130 votes

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   planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Karen Clewes supported this idea  ·  Jan 5, 2022

4. Case Requirements Box - Document Checklist

   55 votes

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   under review  ·  4 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Karen Clewes supported this idea  ·  Jan 5, 2022

5. fact find commitment and expenses

   15 votes

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   planned  ·  1 comment  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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   Karen Clewes supported this idea  ·  Jan 5, 2022

6. Being able to put a negative figure in the self employed profit boxes. the field needs to accepted a - or ( )

   16 votes

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   under review  ·  0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Karen Clewes supported this idea  ·  Jan 5, 2022

7. Mortgage Fees being added to the loan

   15 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Karen Clewes supported this idea  ·  Jan 5, 2022

8. Ask specific Commitment Questions (Credit Card, Loan etc) & tickbox for no credit outstanding

   96 votes

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   planned  ·  6 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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   Karen Clewes supported this idea  ·  Jan 5, 2022

9. Multiple products on a mortgage

   95 votes

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   planned  ·  20 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Karen Clewes supported this idea  ·  Jan 5, 2022

10. Universal Budget Planner for Mortgages & Protection

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    80 votes

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    18 comments  ·  Protection  ·  Delete…  ·  Admin →
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    started  ·  AdminTest B2B Adviser (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

    Karen Clewes supported this idea  ·  Jan 5, 2022

11. Length of Residency

    26 votes

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    under review  ·  4 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Karen Clewes supported this idea  ·  Jan 5, 2022

12. BTL portfolio totals

    53 votes

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    planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Karen Clewes supported this idea  ·  Jan 5, 2022

13. Option Are you on electoral roll?

    28 votes

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    under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Karen Clewes supported this idea  ·  Jan 5, 2022

14. Add self build to purchase type in fact find

    22 votes

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    under review  ·  3 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Karen Clewes supported this idea  ·  Jan 5, 2022

15. Ability to add more than one bank account in the banking section

    14 votes

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    under review  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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    Karen Clewes supported this idea  ·  Jan 5, 2022

16. Ability to Split Client/Broker Fees

    24 votes

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    under review  ·  2 comments  ·  Fact Find » Fees  ·  Delete…  ·  Admin →
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    Karen Clewes supported this idea  ·  Jan 5, 2022

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

    26 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Karen Clewes supported this idea  ·  Jan 5, 2022

18. Product Transfer as Buyer Type

    56 votes

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    started  ·  8 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Karen Clewes supported this idea  ·  Jan 5, 2022

19. Deceased Option in Fact Find

    20 votes

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    planned  ·  2 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Karen Clewes supported this idea  ·  Jan 5, 2022

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

    70 votes

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    2 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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    started  ·  AdminAnonymous (Admin, smartr365) responded

    In testing.

    Karen Clewes supported this idea  ·  Jan 5, 2022