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89 results found

  1. Choose Client Portal sections to show in Client Portal

    126 votes

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    started  ·  17 comments  ·  Client Portal  ·  Admin →
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    Frankie Cole supported this idea  · 

  2. Remove ID and Address Verifcation Mandatory

    15 votes

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    under review  ·  0 comments  ·  Client Portal  ·  Admin →
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    Frankie Cole supported this idea  · 

  3. Improve customer journey

    17 votes

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    started  ·  0 comments  ·  Client Portal  ·  Admin →
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    Frankie Cole supported this idea  · 

  4. Lead form on a broker website

    25 votes

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    under review  ·  1 comment  ·  Client Portal  ·  Admin →
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    Frankie Cole supported this idea  · 

  5. 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  ·  Admin →
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    Frankie Cole supported this idea  · 

  6. Multiple products on a mortgage

    92 votes

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    planned  ·  18 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Frankie Cole supported this idea  · 

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

    66 votes

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    planned  ·  2 comments  ·  Fact Find » Commitments  ·  Admin →
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    Frankie Cole supported this idea  · 

  8. Existing Properties Limited Company

    20 votes

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    under review  ·  0 comments  ·  Fact Find » Existing Properties  ·  Admin →
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    Frankie Cole supported this idea  · 

  9. Add Landlord Address Field to Fact Find

    39 votes

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    planned  ·  1 comment  ·  Fact Find  ·  Admin →
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    Frankie Cole supported this idea  · 

  10. Contact phone number for Employer in the income section of the FF

    36 votes

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    planned  ·  4 comments  ·  Fact Find » Income  ·  Admin →
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    Frankie Cole supported this idea  · 

  11. property details

    26 votes

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    under review  ·  2 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Frankie Cole supported this idea  · 

  12. Display dependent age not years still dependent

    42 votes

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    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Frankie Cole supported this idea  · 

  13. Add a field for property EPC Rating to the Fact Find

    54 votes

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    planned  ·  5 comments  ·  Fact Find » Existing Properties  ·  Admin →
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    Frankie Cole supported this idea  · 

  14. Universal Budget Planner for Mortgages & Protection

    80 votes

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    18 comments  ·  Protection  ·  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

    Frankie Cole supported this idea  · 

  15. Compliance Module

    28 votes

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    under review  ·  0 comments  ·  General  ·  Admin →
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    Frankie Cole supported this idea  · 

  16. Pre-Filled Categories

    35 votes

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    planned  ·  5 comments  ·  Fact Find » Expenditure  ·  Admin →
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    Frankie Cole commented  · 

    I agree would like the Expenditure tab broken down a lot further. Maybe use the one in Twenty 7 Tec. Would also be good if the clients income pulls through and shows there overall monthly budget. I am with MAB and there system is brilliant for this.

    Also can take away one persons income to show a shortfall excellent for protection sales

    Frankie Cole supported this idea  · 

  17. B&C Renewal Date

    17 votes

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    0 comments  ·  Buildings & Contents  ·  Admin →
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    Frankie Cole supported this idea  · 
    Frankie Cole shared this idea  · 

  18. Sourcing by Cheapest Overall product

    12 votes

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    under review  ·  1 comment  ·  Sourcing  ·  Admin →
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    Frankie Cole supported this idea  · 

  19. Other income to pull through to 27tec

    13 votes

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    under review  ·  0 comments  ·  Sourcing  ·  Admin →
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    Frankie Cole supported this idea  · 

  20. UNABLE TO REACH CLIENT as an option for NPW

    25 votes

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    planned  ·  4 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Frankie Cole supported this idea  · 
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