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  1. equity release fact find

    29 votes

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    under review  ·  3 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Lynn Woodward commented  · 

    Please could you amend the fact find to include equity release so we dont have to duplicate the work and have to put it on Smartr and also do a paper one. Its a total waste of time.

    Lynn Woodward supported this idea  · 

  2. Need to show "Equity Release" as a drop down option under "Additional Product Type"

    12 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Lynn Woodward supported this idea  · 

  3. Show more information on Employment page

    29 votes

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    under review  ·  0 comments  ·  Fact Find  ·  Admin →
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    Lynn Woodward supported this idea  · 

  4. Choose Client Portal sections to show in Client Portal

    126 votes

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    started  ·  17 comments  ·  Client Portal  ·  Admin →
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    Lynn Woodward supported this idea  · 

  5. Add Landlord Address Field to Fact Find

    39 votes

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    planned  ·  1 comment  ·  Fact Find  ·  Admin →
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    Lynn Woodward 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

    Lynn Woodward supported this idea  · 

  7. FACT FIND - Too much scrolling

    32 votes

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    planned  ·  2 comments  ·  Fact Find  ·  Admin →
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    Lynn Woodward supported this idea  · 

  8. 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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    Lynn Woodward supported this idea  · 

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

    54 votes

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    planned  ·  5 comments  ·  Fact Find » Existing Properties  ·  Admin →
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    Lynn Woodward supported this idea  ·