Settings and activity

60 results found

1. Put an LTV calculator in the mortgage factfind

   27 votes

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   under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Kate Thacker supported this idea  ·  Mar 27, 2024

2. Multiple products on a mortgage

   91 votes

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   planned  ·  17 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Mar 27, 2024

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

   22 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Mar 27, 2024

4. Existing Properties Limited Company

   20 votes

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   under review  ·  0 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Mar 27, 2024

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

   20 votes

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   under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Mar 27, 2024

6. Streamline the whole thing

   17 votes

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   planned  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Mar 27, 2024

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

   36 votes

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   under review  ·  5 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Mar 27, 2024

8. Prompt for 3 addresses in history

   30 votes

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   planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Mar 27, 2024

9. Display dependent age not years still dependent

   42 votes

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   planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Mar 27, 2024

10. Vulnerable Customer questions in Additional Fields (Sesame)

    8 votes

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    started  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Mar 27, 2024

11. Credit Commitments Lender Name

    7 votes

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    under review  ·  2 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Mar 27, 2024

12. Add option for Unencumbered properties

    30 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Mar 27, 2024

13. Add attachments to application updates

    28 votes

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    under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Mar 27, 2024

14. Ability to choose whether emails come from Adviser on the case or the person sending the email

    19 votes

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    started  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Mar 27, 2024

15. Pre Populated emails format

    15 votes

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    under review  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Mar 27, 2024

16. Document needs acknowledgement email template pop up

    33 votes

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    under review  ·  3 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Mar 27, 2024

17. Dashboard Drop Down Options

    20 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Mar 27, 2024

18. Give clients the ability to add a second applicant themselfs on the client portal

    58 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Mar 27, 2024

19. Client portal - Post message

    21 votes

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    under review  ·  0 comments  ·  Notifications  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Mar 27, 2024

20. Choose FactFind sections to show in Client Portal

    126 votes

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    planned  ·  17 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Kate Thacker commented  ·  Feb 8, 2024  ·  Edit…  ·  Delete…

    We have been using smartr for year now and give clear precise instructions to all clients to only complete the fatfind and to ignore the Pensions and Investment Sections as we are not Pension and Investment advisers and clients keep completing these sections creating Pension and Investment cases or contact us to say that the system is asking for too much information that isnt relevant to their initial enquiry. We need to be able to grey out these areas or have a option box to just complete sections that are relevant at each stage of the process.

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    Kate Thacker supported this idea  ·  Feb 7, 2023