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
Conveyancing, identity verification (GBG, Yoti), and credit checks (Experian)
How to import your data into Smartr365
Document store, document templates, Doc Drop Box, and suitability reports
Information about the Fact find and the fields in the fact find
Pensions and investments modules
Protection, home insurance, Uinsure, Paymentshield, and Solution Builder
Client portal, introducer portal, HomeBuyer Hub, and QR code referrals
Twenty7Tec, Mortgage Brain, L&G Ignite
Mandatory task configuration guide
Direct lender application submissions via SmartrConnect
SMS To Authenticator App
Workflow builder, task management, and mandatory tasks
In-platform Reporting: the report library, dashboards, filters, data freshness, and getting your data out