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12 results found

  1. please carry the introducer's name over onto the next review tab

    1 vote

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    0 comments  ·  Cases View  ·  Admin →
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    Kirsty Lambert shared this idea  · 

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

    14 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Admin →
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    Kirsty Lambert supported this idea  · 

  3. 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  ·  Admin →
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    Kirsty Lambert supported this idea  · 

  4. Multiple products on a mortgage

    98 votes

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    planned  ·  22 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Kirsty Lambert supported this idea  · 

  5. Removal of the questions relating to procuration fee on client Factfind

    26 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Kirsty Lambert supported this idea  · 

  6. Ability to Split Client/Broker Fees

    24 votes

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    under review  ·  2 comments  ·  Fact Find » Fees  ·  Admin →
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    Kirsty Lambert supported this idea  · 

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

    26 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Kirsty Lambert supported this idea  · 

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

    44 votes

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    under review  ·  6 comments  ·  Fact Find » Income  ·  Admin →
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    Kirsty Lambert supported this idea  · 

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

    19 votes

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    5 comments  ·  Protection  ·  Admin →
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    planned  ·  AdminTest B2B Adviser (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

    Kirsty Lambert supported this idea  · 

  10. Product Transfer as Buyer Type

    57 votes

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    started  ·  8 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Kirsty Lambert supported this idea  · 

  11. 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  ·  Admin →
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    Kirsty Lambert supported this idea  · 

  12. Deceased Option in Fact Find

    20 votes

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    planned  ·  3 comments  ·  Fact Find  ·  Admin →
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    Kirsty Lambert supported this idea  ·