Settings and activity

31 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

   128 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

   54 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

   13 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 ( )

   13 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. Credit History- List CCJs and Defaults

   23 votes

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

8. Mortgage Fees being added to the loan

   14 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

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

   93 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

10. Multiple products on a mortgage

    91 votes

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    planned  ·  17 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Karen Clewes supported this idea  ·  Jan 5, 2022

11. 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  ·  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

    Karen Clewes supported this idea  ·  Jan 5, 2022

12. 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

13. BTL portfolio totals

    49 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

14. Option Are you on electoral roll?

    25 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

15. 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

16. Choose FactFind sections to show in Client Portal

    126 votes

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    planned  ·  17 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Karen Clewes supported this idea  ·  Jan 5, 2022

17. 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

18. Ability to Split Client/Broker Fees

    22 votes

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

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

    23 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

20. Product Transfer as Buyer Type

    54 votes

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    planned  ·  7 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Karen Clewes supported this idea  ·  Jan 5, 2022