We’re bringing you the latest update to Smartr365 this evening, with new enhancements and improvements. Find out more below, and make sure to clear your cache and refresh your system so you can use the new features.
We have been hard at work improving our offering for protection products, with out first update bringing the ability for joint protection applications. Now, protection products act in the same manner as mortgages, meaning you can link clients together for the same application.
The protection section has also been split up. Now, you will find an independent section for gathering client information, and another for the product details itself.
This is just the start of our updates to protection within Smartr365 – look out for more improvements in upcoming releases!
Search function added to Lenders
Twenty7Tec results are now sorted by default to the cheapest initial pay rate
Advisers with the manager status now have access to the “Introducers” page
Renamed “View By” to “Order By” for more clarity
Fixed an issue where “Property Valuation” was spelled incorrectly under remortgages
Fixed an issue where tutorials were not interactable
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