Settings and activity

74 results found

1. CUT OUT DOUBLE KEYING

   3 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Kieren George supported this idea  ·  Feb 6, 2025

2. General note tab

   3 votes

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   Kieren George supported this idea  ·  Feb 6, 2025

3. Search via lender ref, mortgage a/c no and address

   13 votes

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   under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   Kieren George supported this idea  ·  Feb 6, 2025

4. Employer details

   6 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Kieren George supported this idea  ·  Feb 6, 2025

5. mortgage term should reduce

   9 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Kieren George supported this idea  ·  Feb 6, 2025

6. Porting Mortgage Case

   11 votes

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   2 comments  ·  General  ·  Delete…  ·  Admin →
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   Kieren George supported this idea  ·  Feb 6, 2025

7. Income overview

   15 votes

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   under review  ·  2 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Kieren George supported this idea  ·  Feb 6, 2025

8. Add a field for property EPC Rating to the Fact Find

   58 votes

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   started  ·  5 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Kieren George supported this idea  ·  Feb 6, 2025

9. Existing property details such as date moved in and property valuation do not pre populated from the property address in the FF

   7 votes

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   0 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Kieren George supported this idea  ·  Feb 6, 2025

10. Allow advisers to update client's employment status

    11 votes

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    planned  ·  0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Feb 6, 2025

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

    10 votes

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    under review  ·  1 comment  ·  Fact Find » Protection Fact Find  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Feb 6, 2025

12. ONS data

    3 votes

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    1 comment  ·  General  ·  Delete…  ·  Admin →
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    Kieren George commented  ·  Oct 29, 2024  ·  Edit…  ·  Delete…

    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.

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    Kieren George supported this idea  ·  Sep 10, 2024

13. Disposable Income Monthly

    7 votes

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    0 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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    Kieren George shared this idea  ·  Sep 30, 2024

14. Electronic signatures

    84 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024

15. Affordabilty Assessment within Smartr - Mortgage Broker Tools

    3 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024

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

    2 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024

17. Time in Employment

    17 votes

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    under review  ·  0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024

18. Pre-Filled Categories

    37 votes

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    planned  ·  5 comments  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024

19. Show solicitor practice address details

    19 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024

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

    96 votes

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    planned  ·  6 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024