Update 28/01/2020
What’s new to Smartr365?

This evening, Smartr365 will be updated with new enhancements and changes – please see the headline release notes below. As always, make sure to clear your cache and refresh your system.

To walk you through some of these changes, Smartr365 are hosting a special training session. This will take place on Wednesday 29th January 2020 4pm GMT. Please click here to sign up and save your space.

Updating Referrer Information
We have updated and brought back the ability to change the referrer information on the application summary. Now you can easily change where your client’s business came from, including between referrer types.
Lender Management
We have implemented a new system for you to add lenders to Smartr365 yourself. In addition to allowing greater flexibility in your mortgage records, you can also dynamically change what lenders/providers appear, and for what type of applications.
Data Retrieval From MortgageBrain Anywhere
In our last update to MortgageBrain Anywhere, we enabled the prepopulating of sourcing queries, so you don’t have to repeat the same information. Now, you can save queries on MortgageBrain Anywhere, and have them populate your Factfind for you.
PDF Output from Digidentity
Digidentity allows your clients to safely and securely verify their identity. Working with Digidentity, you will now automatically receive a .pdf document demonstrating the verification of your client’s identity, making it even easier for your client to verify themselves, and for you to complete an application.