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 to your address book to make sure you catch all the new updates.

Performance Enhancements 

  • The Fact Find email subject field has now changed to “Welcome to your client portal”.
  • When adding email notes to the client profile, the date and time of the email sent is now displayed under ‘view notes’.
  • On completed cases, you can now see the needs and preferences on the PDF download.

Bug Fixes

  • Complete cases now have an editable follow update option, which can be changed on the summary page as well as the competed mortgages page.
  • The split commission should now display correctly on the total written repor