Settings and activity

66 results found

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

   22 votes

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   under review  ·  3 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Linda Vellosa commented  ·  Nov 22, 2024  ·  Edit…  ·  Delete…

   I see that Smartr now adds FF to the Doc Store when we move the case to Pre Offer Processing (very useful), but I agree that actually it should save the FF at Completed also, as the notes may have changed if circumstances have changed after submission to lender.

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   Linda Vellosa supported this idea  ·  Nov 22, 2024

2. Fact Find Progress Display

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   2 votes

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   0 comments  ·  Fact Find » summary  ·  Delete…  ·  Admin →
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   Linda Vellosa shared this idea  ·  Nov 22, 2024

3. Being able to put a negative figure in the self employed profit boxes. the field needs to accepted a - or ( )

   14 votes

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   under review  ·  0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Linda Vellosa supported this idea  ·  Nov 22, 2024

4. Put an LTV calculator in the mortgage factfind

   28 votes

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   under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Linda Vellosa supported this idea  ·  Nov 22, 2024

5. Option Are you on electoral roll?

   26 votes

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   under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Linda Vellosa supported this idea  ·  Nov 22, 2024

6. Removal of the questions relating to procuration fee on client Factfind

   23 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Linda Vellosa supported this idea  ·  Nov 22, 2024

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

   21 votes

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   under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Linda Vellosa supported this idea  ·  Nov 22, 2024

8. property details

   27 votes

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   under review  ·  2 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Linda Vellosa supported this idea  ·  Nov 22, 2024

9. Display dependent age not years still dependent

   43 votes

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   planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Linda Vellosa supported this idea  ·  Nov 22, 2024

10. Employment history should prompt for last 3 years if only ben in there role for less than this time period, as all lenders require this.

    6 votes

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    0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Nov 22, 2024

11. Add option for Unencumbered properties

    32 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Nov 22, 2024

12. Client notes in Fact Find

    4 votes

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    0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Nov 22, 2024

13. Dependents: the drop down menu, to say- clients confirmed No dependents. Otherwise it looks like you have just not asked

    6 votes

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    0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Nov 22, 2024

14. Ability to lock protection fact find to clients post application

    7 votes

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    under review  ·  1 comment  ·  Fact Find » Protection Fact Find  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Nov 22, 2024

15. Mothers maiden name on the fact find

    9 votes

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    Linda Vellosa supported this idea  ·  Nov 22, 2024

16. term

    8 votes

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    0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Nov 22, 2024

17. Occupiers over 17 – there is no section for this information.

    11 votes

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    under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Nov 22, 2024

18. Address history for last 3 years - should be a compulsory component to the fact find.

    11 votes

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    under review  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Nov 22, 2024

19. Fact Find Progress Indicator

    6 votes

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    0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Linda Vellosa shared this idea  ·  Apr 5, 2024

20. Automate protection shortfall

    13 votes

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    under review  ·  2 comments  ·  Protection  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Apr 11, 2023