Update 16/06/2020
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.

We have revisited the notes section to add more functionality and improve the layout.

Firstly, your note history is no longer in a separate section to where you add notes. If you have any more to add, just click “Add Note”.

Secondly, the application you are adding notes for now appears within the panel, removing any confusion as to what case you are commenting on.

Downloadable Notes
Thirdly, you now have the ability to download your notes!
Clicking the button next to “View Notes” now allows you to download all of your notes in an excel format. This will provide the note itself, the date it was created, and whether it is included in the introducer reports.
Bug Fixes

Document Store

  • Fixed issue where timestamps of generated suitability reports would be incorrect by one hour

Email Templates

  • Fixed issue where logos were too small on automatic email templates


  • Fixed display issue where the table view was not correctly formatted on Edge
  • Removed the option to add a new property to applications with the Buyer Type set to “Remortgage” or “Raise Funds”