As we approach the end of a challenging year, our updates and improvements to the Smartr365 platform haven’t stopped. You need know exactly what changes we’ve made each month to ensure you’re getting the best out of it, and you can find out here!

Read on to find out more about the changes we made through November.

Performance Enhancements

  • On the fact find, under ‘Current employment’ when selecting ‘Health’, within the occupation sub-sector, a new field has been added labelled ‘NHS Staff Bank’.
  • When a case has been changed to pre-offer processing on the summary page, users are now notified of the missing fields. This is also the same for when cases are moved across the Kanban page. An email will then be sent alerting the user of the status change.
  • On the Kanban screen, for joint applicants, when you open a note, you now have the option to email both primary and secondary clients.
  • A new date field validation has been implemented, for the fact find and products, to prevent incorrect date formats.
  • Users will now be notified if a new lead has been referred over.
  • Twenty7Tec Sourcing:
    • A new Twenty7Tec logo
    • Twenty7Tec Sourcing new journey
    • Data is now mapped from the fact find into Twenty7Tec and documentation are now retrieved from Twenty7Tec
    • Added screen for the user to review the Documents retrieved
    • All events are now logged between Smartr365 and Twenty7Tec
  • The documents from Twenty7Tec Sourcing page can now be stored to the Docustore.
  • When users save a document from the Twenty7tec sourcing screen to docustore, this will now be added to notes.
  • We are busy working on improving speed and scalability in the platform and have re-engineered some code in the background to speed things up!

Bug Fixes

  • Email Pop up from Cases screen removed
  • Better validation for address on the New Mortgage screen when moving to Pre-Offer Processing status

Client Notifications 

    • Never miss an important document update from clients again! Smartr is building upon its new Notification Inbox to add two new types of notifications:
      • Client has acknowledged a document
      • Client has uploaded a new document
    • These are automatically displayed on your Smartr adviser portal notification ‘bell’ in the top right hand corner of the screen
    • There’s also a quick link to the Document Store of the client, for you to view the document in question