Settings and activity

79 results found

1. 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

2. Time in Employment

   18 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

3. 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

4. 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

5. 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

6. Length of Residency

   26 votes

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   under review  ·  4 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Kieren George supported this idea  ·  Sep 10, 2024

7. Option Are you on electoral roll?

   28 votes

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

8. Multiple products on a mortgage

   96 votes

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   planned  ·  19 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Kieren George supported this idea  ·  Sep 10, 2024

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

   24 votes

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

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

    26 votes

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

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

    37 votes

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    planned  ·  4 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024

12. Show more information on Employment page

    29 votes

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

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

    3 votes

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

14. property details

    30 votes

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    under review  ·  2 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024

15. Council Tax

    7 votes

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    0 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024

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

    7 votes

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    0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024

17. Display dependent age not years still dependent

    47 votes

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    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024

18. Client notes in Fact Find

    4 votes

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

19. Dependents: the drop down menu, to say- clients confirmed No dependents. Otherwise it looks like you have just not asked

    9 votes

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    0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024

20. Consumer BTL

    6 votes

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    1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024