New Case Summary screen
We know how important it is for you to see case information at a glance that's why today we are launching our new case summary page which allows you to see more of your clients case information on one page while maintaining all the functionality of the previous summary page.
Sourcing Brain Improvements
Products saved during your session will now appear in card format allowing you access each individually.
New ‘Add to Case’ function added for each product allowing you to add documents from multiple saved products
Individual document selection added so you can choose which of the available documents to add to the Client facing Document Store
Products retrieved from your Sourcing Brain session will display in the Sourcing section for as long as the session data is available from Sourcing Brain. This is usually until the end of the day meaning you can navigate around Smartr365 and return to the Sourcing session when needed.
Removed the need to logout of Sourcing Brain to end your session. There is now a button back on Smartr365 to confirm you are ready to end the session and retrieve all sourced products.
Click here to find out more – https://smartr365.zendesk.com/hc/en-gb/articles/4411312003345-How-to-source-with-Sourcing-Brain
Reporting
Added additional fields to the ‘Mortgages Written’ and ‘Mortgages Completed’ reports:
Proc Fee Paid Date
Client Fee
Client Fee Paid Date
Solicitor Fee
Solicitor Fee Paid
Bug Fixes
Resolved an issue on the Data Import tool where the Term was not displaying Months correctly.
Resolved an issue that would cause the ‘Add to Case’ function to occasionally fail on products from Twenty7Tec.