Update 27/05/2020
What’s new to Smartr365?

This evening, we’re bringing you the latest update to Smartr365, 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.

Separated Properties and Applications
The long-awaited changes to existing properties and mortgages have now arrived! Now you can add a client’s properties separately from their mortgages.
The Existing Properties section now no longer prompts mortgage-related questions by default, but you can easily link it to a mortgage if needed.
New Mortgages & Completed Mortgages
Similarly, you can add new address details from the New Mortgages section. Completed Mortgages now make up their own section separate from Existing Properties.

Completed Mortgages now also act as an effective archive for all completed cases.

For your historic cases under existing properties, they will automatically be split up between the new pages.

Revamped Design
These new pages follow the same design as our new protection pages. With both a card and list view, it is now easier to view your applications at a glance.
Other Enhancements
  • The “Save” button is now fixed to the screen, removing the need to scroll
Suitability Reports
  • Added Monthly Payment and Standard Variable Rate as tokens
Bug Fixes


  • Deleting an application while within it now redirects you to the Cases page

Email Templates

  • Logo images now correctly size down to suitable dimensions


  • Reworded an error message to correctly explain if user credentials have been incorrectly added