Update 28/07/2020
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.

Client Portal
  • Added needs and preference field to export to pdf
  • Functionality added to mail a note to a client from workflow
  • Advisers can select from the drop down above for a new Protection policy
Building and contents
  • Solution Builder is available as Case Service for any B&C product
Fact Find
  • Building and contents have been moved from mortgages to under protection
  • Needs and Preferences are added to the New Mortgage page
Bug Fixes


  • Fixed an issue where all the triggers for the mortgages should now function correctly