Hometrack valuation emails are no longer sent from Smartr365, and the Hometrack option is no longer shown on the Branding settings page.
Smartr365 now offers a Quarterly Valuation email instead. It emails your clients an up-to-date Rightmove valuation of their property each quarter, on the anniversary of their mortgage completion date, with the adviser copied in.
Turn on the Quarterly Valuation email
Click Settings in the left-hand navigation bar.
Select Email Reminders.
On the Quarterly Valuation card, switch the toggle to On.
Click Save changes.
Things to know
Only users with the System Administrator role can access the Email Reminders page.
The email is only sent when Rightmove returns a confident valuation. Properties with a low-confidence valuation are skipped.
If the email template uses a merge tag that a case has no data for, the email is skipped for that case.
Clients can unsubscribe at any time using the link in the email.