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  1. ONS data

    3 votes

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    1 comment  ·  General  ·  Admin →
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    Kieren George commented  · 

    To pre-populate (or show alongside) the expenditure field with ONS data. Especially where a client is moving home, there is no point in using existing information as this will probably change. Therefore, this can either be estimated (made up) or filled in using real life data from the ONS.

    Kieren George supported this idea  · 

  2. Disposable Income Monthly

    1 vote

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    0 comments  ·  Fact Find » Commitments  ·  Admin →
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    Kieren George shared this idea  · 

  3. Electronic signatures

    83 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Admin →
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    Kieren George supported this idea  · 

  4. Affordabilty Assessment within Smartr - Mortgage Broker Tools

    3 votes

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    0 comments  ·  General  ·  Admin →
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    Kieren George supported this idea  · 

  5. Add solicitor's address in "Solicitor & Agent Information" section of Smartr!

    2 votes

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    0 comments  ·  General  ·  Admin →
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    Kieren George supported this idea  · 

  6. Time in Employment

    14 votes

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    under review  ·  0 comments  ·  Fact Find » Income  ·  Admin →
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    Kieren George supported this idea  · 

  7. Pre-Filled Categories

    35 votes

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    planned  ·  5 comments  ·  Fact Find » Expenditure  ·  Admin →
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    Kieren George supported this idea  · 

  8. Show solicitor practice address details

    17 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Admin →
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    Kieren George supported this idea  · 

  9. Ask specific Commitment Questions (Credit Card, Loan etc) & tickbox for no credit outstanding

    93 votes

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    planned  ·  6 comments  ·  Fact Find » Commitments  ·  Admin →
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    Kieren George supported this idea  · 

  10. Length of Residency

    26 votes

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    under review  ·  4 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Kieren George supported this idea  · 

  11. Option Are you on electoral roll?

    25 votes

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    under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Kieren George supported this idea  · 

  12. Multiple products on a mortgage

    92 votes

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    planned  ·  18 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Kieren George supported this idea  · 

  13. 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  ·  Admin →
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    Kieren George supported this idea  · 

  14. Amend policy numbers/ mortgage account numbers after marked completed

    23 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Kieren George supported this idea  · 

  15. Contact phone number for Employer in the income section of the FF

    36 votes

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    planned  ·  4 comments  ·  Fact Find » Income  ·  Admin →
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    Kieren George supported this idea  · 

  16. Show more information on Employment page

    29 votes

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    under review  ·  0 comments  ·  Fact Find  ·  Admin →
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    Kieren George supported this idea  · 

  17. ADD Box that allows advisor to key gross from payslip that system then annualises

    2 votes

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    0 comments  ·  Fact Find » Income  ·  Admin →
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    Kieren George supported this idea  · 

  18. property details

    26 votes

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    under review  ·  2 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Kieren George supported this idea  · 

  19. Council Tax

    3 votes

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    0 comments  ·  Fact Find » Existing Properties  ·  Admin →
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    Kieren George supported this idea  · 

  20. Having a question in the fact find about if there is any applicants under 17 living in the mortgage property that are not related.

    3 votes

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    0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Kieren George supported this idea  · 
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