Update 21/04/2020
What’s new to Smartr365?

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.

Add releasenotes@smartr365.com to your address book to make sure you catch all the new updates.

Headline Enhancement – Protection Updates

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!
Additional Enhancements

Commitments

  • Search function added to Lenders

Sourcing

  • Twenty7Tec results are now sorted by default to the cheapest initial pay rate

User Management

  • Advisers with the manager status now have access to the “Introducers” page
Bug Fixes

Cases

  • Renamed “View By” to “Order By” for more clarity

Client Portal

  • Fixed an issue where “Property Valuation” was spelled incorrectly under remortgages

Userlane

  • Fixed an issue where tutorials were not interactable