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7 results found

  1. 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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    Stuart Harvey supported this idea  · 

  2. Streamline the whole thing

    17 votes

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    planned  ·  0 comments  ·  Fact Find  ·  Admin →
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    Stuart Harvey supported this idea  · 

  3. Fact Find - send a copy of fact find to Document store upon Completed

    21 votes

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    under review  ·  2 comments  ·  Fact Find  ·  Admin →
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    Stuart Harvey commented  · 

    Completely agree with this, need a snapshot for compliance reasons

    Stuart Harvey supported this idea  · 

  4. Display dependent age not years still dependent

    42 votes

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    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Stuart Harvey supported this idea  · 

  5. 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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    Stuart Harvey supported this idea  · 

  6. 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

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    Stuart Harvey commented  · 

    Budget planner not fit for purpose, it is poorly laid out and does not automatically include credit commitments. Needs to show net income

    Stuart Harvey supported this idea  · 

  7. Home Insurance Cases

    27 votes

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    under review  ·  4 comments  ·  Buildings & Contents  ·  Admin →
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    Stuart Harvey supported this idea  ·