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  1. Universal Budget Planner for Mortgages & Protection

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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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    Henric Amiryan commented  · 

    The smartr system is not as simple as the key when it comes to the budget planner, on the key when we keyed in monthly outgoings in the budget planner, it would automatically work out the clients disposable income, but on smartr we have to figure this out manually by using a calculator to add up the clients monthly net income, then minus all of their expenditure to get their disposable income. It would be good if there was a similar function in smartr that figured this out automatically.

    Henric Amiryan supported this idea  ·