This evening, Smartr365 will be updated with new enhancements and changes. Please see the headline release notes below, and make sure to clear your cache and refresh your system.
Lender Submission Interface
Direct lender submission now has its own page. Under “Case Services”, the new “SmartrConnect” has been updated with a cleaner, clearer interface in anticipation of the rollout of lender submission.
Adding New Leads
We have updated the menu for adding a new lead to better match the system’s new aesthetic. In addition, adviser accounts can now assign cases to other advisers, helping to eliminate such small but important inconveniences.
Completed mortgages now show the completed date in the application summary
Added new Original Lender field for “Remortgage” and “Raising Funds” cases in New Mortgages
MortgageBrain Anywhere can now be prepopulated with a SVR and procuration fee
Generated Suitability Reports now have a timestamp in the file name to better identify different files
Add New Lead
Offer Qualified tick box no longer appears on non-mortgage applications
Fixed formatting issue when using Microsoft Edge
Fixed issue where the list of advisers on a system wouldn’t appear
Fixed an issue where entering a percentage sign in editable inline text rendering the report unusable
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