This week we have updated the Existing Properties section of the Fact Find so that advisers can drive more opportunities for remortgage advice and increase intra-Fact Find information sharing. Find out more below and be sure to check out the new improvements in the Smartr365 platform!
Generate Remortgage Opportunities from Existing Properties Form
We are continually improving our Fact Find for advisers and their clients. This week we launch two new features in the Existing Properties section:
- Client and advisers can use Address History to populate the Existing Properties section, reducing duplication and re-typing. This will only pull through if you have indicated you own the property.
- Create a remortgage opportunity for all properties that have a mortgage on them.
- Remortgage opportunities are shown in the New Mortgage screen and are auto populated with a contact date 4 month prior to the remortgage date provided.