Settings and activity
25 results found
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1 vote
Mary Hodges
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1 voteMary Hodges
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3 votesMary Hodges
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2 votesMary Hodges
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12 votesMary Hodges
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91 votes
An error occurred while saving the comment Mary Hodges
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An error occurred while saving the comment Mary Hodges
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We need to be able to add more than one mortgage to a single property address.
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18 votesMary Hodges
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23 votesMary Hodges
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29 votesMary Hodges
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51 votesMary Hodges
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126 votes
An error occurred while saving the comment Mary Hodges
commented
Yes. Customising the fields required (and are visible) to the client on the portal. I cannot use it as it is which is a shame.
An error occurred while saving the comment Mary Hodges
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I dont think we can use the client portal until this is added as some fields questions and will put off clients which is a shame.
Mary Hodges
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31 votes
An error occurred while saving the comment Mary Hodges
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This is really important. You could just expand the solicitors database info adding a notes sections.
Mary Hodges
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128 votesMary Hodges
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29 votesMary Hodges
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12 votes
An error occurred while saving the comment Mary Hodges
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Or even just a short fall calculation that you can add to manually.
Mary Hodges
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19 votes
Hi all,
We are currently making changes to the Protection experience in Smartr. This requirement has been approved and planned for later this year.
Keep an eye out for more comms to follow.
Thanks,
The Product team
Mary Hodges
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13 votesMary Hodges
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80 votes
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
Mary Hodges
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142 votesMary Hodges
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28 votesMary Hodges
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This is so, so important. I cant believe this has not been actioned since it was recommended in 2020! It not the ability to add multiply products to a mortgage. We need the ability to add multiple mortgage to a property address.