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25 results found

  1. BTL portfolio totals

    49 votes

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    planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Admin →
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    Paul Stevenson supported this idea  · 

  2. 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  ·  Admin →
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    Paul Stevenson supported this idea  · 

  3. Universal Budget Planner for Mortgages & Protection

    80 votes

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    18 comments  ·  Protection  ·  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

    Paul Stevenson supported this idea  · 

  4. 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  ·  Admin →
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    Paul Stevenson supported this idea  · 

  5. Subject Line to include brokers name

    12 votes

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    under review  ·  0 comments  ·  Emails  ·  Admin →
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    Paul Stevenson supported this idea  · 
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