Clients log in to HomeBuyer, the Smartr365 client portal, at https://homebuyer.smartr365.com. This address is the same for every firm. Your firm's own Smartr365 URL (for example, yourbusiness.app.smartr365.com) is for advisers and staff, and clients cannot log in there.
First-time login
A client first gets access when you send them a Fact Find invitation from their case. The invitation email contains a HomeBuyer link for your firm. The first time they use it, they will need to create an account:
The client opens the link in their invitation email and enters their email address.
They click Sign Up Now to begin registration.
A verification code is sent to their email address.
They enter the verification code and set up a password.
Once registered, the client can log in using their email and password going forward.
Returning login
For subsequent visits, the client goes to https://homebuyer.smartr365.com and enters their email and password to access their portal. From there, they can complete their Fact Find, upload documents, and track the progress of their case.
Troubleshooting
If the client has forgotten their password, they can use the Forgot your password? link on the login page to reset it.
Make sure the client is going to https://homebuyer.smartr365.com, not your firm's Smartr365 URL. If they have never registered, re-send the Fact Find invitation from their case so they receive the registration link.
If the client reports issues logging in, contact Smartr365 support for assistance.