Update 23/06/2020
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.

Adding Solicitors
In the middle of a case and need to add a new solicitor? Now you can do so from the New Mortgages page, without the requirement to enter the settings.
Client-side Improvements
With our first phase of improvements to the client portal, we are rearranging the factfind and adding quality of life improvements. See below for more details
Bug Fixes

Quick Sourcing

  • The “Save and View” button now correctly works when adding a new lead

Client Portal

  • Mortgage Duration and Term fields can no longer accept negative values
  • Removed double pound signs within the Calculators

Other Enhancements
Client Portal

  • Clicking Continue now brings the client to where they last left the Fact Find
  • Improved wording of questions relating to Buildings & Contents
  • The adviser email address is now interactive
  • The Verification section has been moved to after “Your Existing Properties”
  • Tooltip added to explain that “Single” should be chosen for one’s marital status when co-inhabiting