Buildings and Contents improvements and joint applicant support
The layout of the ‘Buildings & Contents’ page within Smartr365 has been improved for effective management of multiple cases for both single and joint applicants.
Changes include:
Summary table displaying key information for all B&C cases attached to the client(s)
Ability to ‘+ Add New Insurance’ which opens the familiar B&C form to capture all relevant details
Ability to add a second applicant to a B&C case from the Case Summary screen
Automatic addition of an existing secondary applicant when creating a B&C case from the Mortgage case.
Over the next weeks we'll be releasing even more functionality to further improve Buildings & Contents within Smartr365 so be sure to check back for more!
Customer Support menu updated
The ‘Customer Support’ menu found in the top right corner of Smartr365 has been refreshed with shortcuts to articles on our most popular features. You can use this dropdown menu to view our FAQs, details of our top features and links to our UserVoice where you can provide feedback on current features and vote on what you would like us to focus on next.
The ‘Launch Web Chat’ button has been removed from this dropdown menu and is available at any time by selecting the speech bubble icon from the bottom right of your browser.
Minor bug fixes & improvements
Automated ‘Time To Remortgage’ emails will now be generated from the Remortgage case instead of the completed Mortgage case.
Amended the formatting on ‘Outgoings’ fields when submitting to certain lenders through SmartrConnect to match their requirements and prevent errors.