Everything you need to know to get set up on Smartr365!
All things Mortgage cases, transferring cases, NPW and FAQ's
Everything you need to know about the client portal
How to use Conveyancing on Smartr365
How to use Document Templates on Smartr365
Everything you need to know about the document store
Email, Mailchimp and more
All things Experian!
Information about the Fact find and the fields in the fact find
Get your clients to use the homebuyer app to progress their mortgage!
How to use homebuyer hub and download assets
All things Home Insurance
Digidentity, GBG and more
How to get your Introducers set up on Smartr365
Everything you need to know about Investments on Smartr365
How to bring in new leads on Smartr365
How notifications work
Pensions guides and how to's
Protection guides and more
Breakdown of the reports on Smartr365
Twenty7Tec, Mortgage Brain, L&G Ignite
Everything you need to know about our direct to lender tool
Create suitability reports to send to your clients
Everything you need to know about Settings in Smartr365
How to add, update, assign tasks.
How to use the Workflow
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.