Update 25/02/2020
What’s new to Smartr365?
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.
HEADLINE ENHANCEMENTS
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.
Other Enhancements
Application Summary
  • Completed mortgages now show the completed date in the application summary
Factfind
  • Added new Original Lender field for “Remortgage” and “Raising Funds” cases in New Mortgages
MortgageBrain Anywhere
  • MortgageBrain Anywhere can now be prepopulated with a SVR and procuration fee
Suitability Reports
  • Generated Suitability Reports now have a timestamp in the file name to better identify different files
Bug Fixes
Add New Lead
  • Offer Qualified tick box no longer appears on non-mortgage applications
  • Fixed formatting issue when using Microsoft Edge
Adviser Settings
  • Fixed issue where the list of advisers on a system wouldn’t appear

Suitability Report

  • Fixed an issue where entering a percentage sign in editable inline text rendering the report unusable