Offer Expiry Date

A new field has been added to ‘Mortgages’ on Smartr365 to capture the ‘Offer Expiry Date’ for the active mortgage offer from lenders.

Improved Fact-Find Field Validation

Numerous fields throughout the Fact-Find on Smartr365 have been improved to display relevant validation information if the details entered are invalid. The field will highlight red and display text to alert the user to what needs to be changed prior to saving the form.

Minor Bug Fixes and Improvements

· Resolved an issue where some notes left by Introducers during a new lead creation were displaying as a note created by the assigned Advisor