Settings and activity

31 results found

1. Put an LTV calculator in the mortgage factfind

   31 votes

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   under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   David Eggison supported this idea  ·  Sep 17, 2025

2. Add self build to purchase type in fact find

   23 votes

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   under review  ·  3 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   David Eggison supported this idea  ·  Sep 17, 2025

3. UNABLE TO REACH CLIENT as an option for NPW

   28 votes

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   planned  ·  4 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   David Eggison supported this idea  ·  Sep 17, 2025

4. Existing property details such as date moved in and property valuation do not pre populated from the property address in the FF

   8 votes

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   0 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   David Eggison supported this idea  ·  Sep 17, 2025

5. Council Tax

   8 votes

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   0 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   David Eggison supported this idea  ·  Sep 17, 2025

6. Add 2nd client to existing properties

   3 votes

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   0 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   David Eggison supported this idea  ·  Sep 17, 2025

7. Ability to look at a Cases view vs a Clients view

   48 votes

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   planned  ·  4 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   David Eggison commented  ·  Mar 7, 2024  ·  Edit…  ·  Delete…

   This would be a great asset. I have many clients asking me how to add info or upload documents etc especially when they have multiple cases. Being able to see the portal from their pov would help a great deal with these queries and save a lot of time and help with clients trust & understanding.

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   David Eggison supported this idea  ·  Mar 7, 2024

8. Adding an existing client to a case

   3 votes

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   1 comment  ·  General  ·  Delete…  ·  Admin →
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   David Eggison shared this idea  ·  Mar 7, 2024

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

   59 votes

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   started  ·  5 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   David Eggison commented  ·  Jan 28, 2023  ·  Edit…  ·  Delete…

   It would also be useful to add the date of expiry for the EPC.

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   David Eggison supported this idea  ·  Jan 28, 2023

10. property details

    30 votes

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    under review  ·  2 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    David Eggison supported this idea  ·  Jan 28, 2023

11. Automatically move Employment details From Existing to History on Employment change

    41 votes

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    under review  ·  6 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    David Eggison shared this idea  ·  Dec 2, 2022

12. 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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    David Eggison supported this idea  ·  Dec 2, 2022

13. Time in Employment

    18 votes

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    under review  ·  0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    David Eggison supported this idea  ·  Dec 2, 2022

14. Include Broker fee and solicitor fees on the dashboard

    45 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    David Eggison supported this idea  ·  Jun 10, 2022

15. Multiple FactFind Applicants

    131 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    David Eggison commented  ·  Jun 10, 2022  ·  Edit…  ·  Delete…

    this is vital where clients are buying in a ltd company as you cannot reflect the true situation on the case and the work around is too complicated and means inputting false data into the system (i.e. creates additional cases which cant be linked)

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    David Eggison supported this idea  ·  Jun 10, 2022

16. Additional stages in the Kanban

    21 votes

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    under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    David Eggison supported this idea  ·  May 31, 2022

17. Completed cases stay showing in the Kanban until proc fee is marked as paid

    37 votes

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    planned  ·  1 comment  ·  Workflow  ·  Delete…  ·  Admin →
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    David Eggison supported this idea  ·  May 31, 2022

18. Existing Properties Limited Company

    22 votes

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    under review  ·  0 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    David Eggison supported this idea  ·  May 31, 2022

19. Customisable workflows with Tasks

    77 votes

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    6 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    started  ·  AdminAnonymous (Admin, smartr365) responded

    We are currently live testing a version of custom workflow and tasks and have received some valuable feedback through this process.

    
    

    We intend to roll this out further to a limited number of firms shortlly.

    
    

    Then wider for all.

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    David Eggison commented  ·  Oct 28, 2021  ·  Edit…  ·  Delete…

    whilst I understand that some stages cannot be customised as they tie up with Lenders can we have the ability to customise this that don't

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    David Eggison supported this idea  ·  Jun 11, 2021

20. Electronic signatures

    85 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    David Eggison supported this idea  ·  Oct 28, 2021