Settings and activity

207 results found

1. More than 2 applicants

   9 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 14, 2025

2. Current Rent in FF

   9 votes

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   under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 14, 2025

3. Time in Employment

   18 votes

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   under review  ·  0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 14, 2025

4. Pre-Filled Categories

   37 votes

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   planned  ·  5 comments  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 14, 2025

5. 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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   Robert Riach supported this idea  ·  Jan 14, 2025

6. 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  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 14, 2025

7. Add Partnership to Self Employment Type

   18 votes

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   planned  ·  2 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 14, 2025

8. BTL portfolio totals

   53 votes

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   planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 14, 2025

9. Add Landlord Address Field to Fact Find

   40 votes

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   planned  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 14, 2025

10. Having a question in the fact find about if there is any applicants under 17 living in the mortgage property that are not related.

    7 votes

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    0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 14, 2025

11. Early Repayment Charge (ERC) visibility in Existing Properties

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    8 votes

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    1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 14, 2025

12. Dependants Drop down List - Move Son and Daughter to top

    5 votes

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    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 14, 2025

13. Employment history should prompt for last 3 years if only ben in there role for less than this time period, as all lenders require this.

    8 votes

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    1 comment  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 14, 2025

14. Credit Commitments Lender Name

    9 votes

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    under review  ·  2 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 14, 2025

15. Mothers maiden name on the fact find

    12 votes

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    0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 14, 2025

16. Having a company branded email address as the Time to Remortgage email that goes to clients , rather than systems@smartr365.com

    5 votes

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    0 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 14, 2025

17. Remo Op on the dashboard

    31 votes

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    under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 14, 2025

18. can we add the clients actual age next to their date of birth.

    4 votes

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    0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 14, 2025

19. Include Ability to Make Fact Find Fields Mandatory

    4 votes

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    0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 14, 2025

20. Short how to guides for non tech savvy clients

    4 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 14, 2025