Settings and activity

283 results found

1. 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

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

3. 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

4. BTL portfolio totals

   54 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

5. 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

6. 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

7. 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

8. 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

9. 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.

   9 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

10. 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

11. 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

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

    9 votes

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

13. Remo Op on the dashboard

    32 votes

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

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

    7 votes

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

15. 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

16. Short how to guides for non tech savvy clients

    6 votes

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

17. DISPLAY IDENTITY VERIFICATION ACROSS ALL CASES FOR CLIENT

    3 votes

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

18. Some clients cant find Documents

    9 votes

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

19. Show cases as overdue once Follow up time/date is reached

    16 votes

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

20. CASE ID

    4 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Sep 5, 2024