Smartr365 releases new updates every week and these articles detail what new functionality is contained in each released. Don't forget to check out the new functionality in the platform and let us know feedback via the Feed Back button.
Everything you need to know to get set up on Smartr365!
User management, branding, billing, credentials, integrations, email templates, and notifications
Managing cases, leads, notes, and case transfers
Information about the Fact find and the fields in the fact find
How to import your data into Smartr365
Client portal, introducer portal, HomeBuyer Hub, and QR code referrals
Twenty7Tec, Mortgage Brain, L&G Ignite
Conveyancing, identity verification (GBG, Yoti), and credit checks (Experian)
Document store, document templates, Doc Drop Box, and suitability reports
Pensions and investments modules
Protection, home insurance, Uinsure, Paymentshield, and Solution Builder
Business reports, mortgage reports, Power BI, dashboard, and big screen mode
Direct lender application submissions via SmartrConnect
Workflow builder, task management, and mandatory tasks
Mandatory task configuration guide