Settings and activity

43 results found

1. Multiple products on a mortgage

   98 votes

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   planned  ·  22 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Ian Lombardo commented  ·  Feb 2, 2026  ·  Edit…  ·  Delete…

   how many likes do you need for something to be done!!???? this is ridiculous that we cannot have multiple loan parts.. i add in a second mortgage but as it is the same address the system just copies it over to the other entry.. i cant have different loan parts with different end dates.. so stupid you cant or havent even bothered adding this in yet.. 5 YEARS AGO THIS WAS REQUESTED??? SOMEONE GET A GRIP PLEASE

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   Ian Lombardo supported this idea  ·  Jan 5, 2023

2. ian@ridgewayfinance.com

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   1 comment  ·  General  ·  Edit…  ·  Delete…  ·  Admin →
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   Ian Lombardo commented  ·  Feb 2, 2026  ·  Edit…  ·  Delete…

   THIS WAS POSTED FOUR YEARS AGO AND I CAN NOT BELIEVE SMARTR HAS STIL NOT RECITFIED THIS! THIS IS A MUST HAVE.. YOU CANNOT ADD A SECOND LOAN PART AS IF THE PROEPRTY ADDRESS IS THE SAME THE STUPID SYSTEM COPIES INFO TO THE OTHER.. YOU CANNOT HAVE TWO SEPEARTE LOAN AMOUNTS WITH DIFFERING END DATES.. RIDICULOUS !!

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   Ian Lombardo shared this idea  ·  Feb 2, 2026

3. New Mortgage Loan Amount for Remortgage Application

   7 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Ian Lombardo supported this idea  ·  Feb 2, 2026

4. Sub accounts

   11 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Ian Lombardo supported this idea  ·  Feb 2, 2026

5. Porting Mortgage Case

   14 votes

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   2 comments  ·  General  ·  Delete…  ·  Admin →
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   Ian Lombardo supported this idea  ·  Feb 2, 2026

6. Allow advisers to update client's employment status

   11 votes

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   planned  ·  0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Ian Lombardo supported this idea  ·  Apr 3, 2024

7. Existing property details such as date moved in and property valuation do not pre populated from the property address in the FF

   8 votes

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   0 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Ian Lombardo supported this idea  ·  Apr 3, 2024

8. Multiple FactFind Applicants

   132 votes

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   planned  ·  24 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Ian Lombardo commented  ·  Apr 3, 2024  ·  Edit…  ·  Delete…

   unbelievable this is not the case already..

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   Ian Lombardo supported this idea  ·  Sep 14, 2023

9. individual background properties not showing under other applicant

   6 votes

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   1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Ian Lombardo shared this idea  ·  Apr 3, 2024

10. replicate The Key's report generator

    5 votes

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    0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Ian Lombardo shared this idea  ·  Jan 29, 2024

11. Suitability Letter - Add multiple products, and joint and single applicants

    36 votes

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    started  ·  3 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Ian Lombardo commented  ·  Jan 29, 2024  ·  Edit…  ·  Delete…

    i cant believe this has still not been set up. This is clearly something we need.

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    Ian Lombardo supported this idea  ·  Jan 22, 2024

12. Electronic signatures

    85 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Ian Lombardo supported this idea  ·  Oct 10, 2023

13. American formatting used for dates, used rather than Uk date

    17 votes

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    planned  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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    Ian Lombardo supported this idea  ·  Sep 14, 2023

14. Ability to insert headers and footers on the Suitability Letter templates

    27 votes

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    started  ·  0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Ian Lombardo supported this idea  ·  Sep 14, 2023

15. Optional Suitability Report Tokens - Tokens inside optional content

    36 votes

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    under review  ·  0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Ian Lombardo supported this idea  ·  Sep 14, 2023

16. Streamline the whole thing

    17 votes

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    planned  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Ian Lombardo supported this idea  ·  Sep 7, 2023

17. Improve customer journey

    18 votes

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    started  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Ian Lombardo supported this idea  ·  Jun 26, 2023

18. Estate Agent and Solicitor on Summary Screen

    47 votes

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    planned  ·  2 comments  ·  Fact Find » summary  ·  Delete…  ·  Admin →
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    Ian Lombardo supported this idea  ·  May 31, 2023

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

    24 votes

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    under review  ·  3 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Ian Lombardo supported this idea  ·  May 31, 2023

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

    42 votes

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    under review  ·  6 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Ian Lombardo supported this idea  ·  May 31, 2023