Update 14/07/2020
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.

  • Added functionality to export Life clients as a csv file
Client Portal
  • Added ability for clients to submit an update from the Document Store to inform the adviser of new documents
  • Banking details now clearly indicates it is asking for details of the account used to make mortgage payments
  • Clients can now add existing protection policies separately to new products
  • Current protection products are now read only, and explain that they are advised policies
  • Property addresses can now be searched after entering the post code
  • Removed ability for clients to remove new mortgage applications
  • Removed the Profile page due to now being redundant
  • The New Mortgages page now indicates shared ownership purchases more clearly
  • Added a shortcut to instruct solicitors from the solicitor section of the New Mortgages page
Document Store
  • Added the following document types under the Mortgage folder:
    • AIP
    • ALIE
    • ESIS
  • Added the following document types under the Compliance folder:
    • CIDD
    • GDPR
    • Fee Agreement
  • Updated the statuses for a protection product
Bug Fixes


  • Resolved numerous issues where users would encounter errors when attempting to log in

New Mortgages

  • Fixed an issue where changing the property on a remortgage case would overwrite the information on the completed mortgage