Settings and activity

15 results found

1. 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  ·  Delete…  ·  Admin →
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   Aaron Reilly supported this idea  ·  Mar 17, 2023

2. Display dependent age not years still dependent

   42 votes

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   planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Aaron Reilly supported this idea  ·  Mar 17, 2023

3. Prompt for 3 addresses in history

   30 votes

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   planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Aaron Reilly shared this idea  ·  Jan 31, 2023

4. BTL FactFind

   23 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Aaron Reilly supported this idea  ·  Jan 31, 2023

5. Choose Client Portal sections to show in Client Portal

   126 votes

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   started  ·  17 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Aaron Reilly supported this idea  ·  Jan 31, 2023

6. Highlight mandatory fields with an * while completing / reviewing the Factfind.

   20 votes

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   under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Aaron Reilly supported this idea  ·  Jan 31, 2023

7. Add Landlord Address Field to Fact Find

   39 votes

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   planned  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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   Aaron Reilly supported this idea  ·  Jan 31, 2023

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

   37 votes

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   under review  ·  6 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Aaron Reilly supported this idea  ·  Jan 31, 2023

9. Universal Budget Planner for Mortgages & Protection

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   80 votes

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   18 comments  ·  Protection  ·  Delete…  ·  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

   Aaron Reilly supported this idea  ·  Jan 31, 2023

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  ·  Delete…  ·  Admin →
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    Aaron Reilly supported this idea  ·  Jan 31, 2023

11. property details

    26 votes

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    under review  ·  2 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Aaron Reilly supported this idea  ·  Jan 31, 2023

12. Show more information on Employment page

    29 votes

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    under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Aaron Reilly supported this idea  ·  Jan 31, 2023

13. 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  ·  Delete…  ·  Admin →
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    Aaron Reilly supported this idea  ·  Jan 31, 2023

14. FACT FIND - Too much scrolling

    32 votes

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    planned  ·  2 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Aaron Reilly supported this idea  ·  Jan 31, 2023

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

    54 votes

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    planned  ·  5 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Aaron Reilly supported this idea  ·  Jan 31, 2023