SmartrInsights v2.1 | Smartr365 Help Center

SmartrInsights V2.1 Release Notes

What is new

SmartrInsights v2.1 comes with 5 new fields being added to the mortgage case table.

Things you need to know

If you see a case which doesn’t have the one of these fields set with a value, then simply re-saving this case on the Smart365 site will set the value after the next refresh.

What has changed

Mortgage Table

Adverse Credit – This will show as true if any applicant has answered ‘yes’ to any questions in ‘Credit History’ during the Fact Find process.
Introducer Flat Fee - This is taken from the value set in ‘Settings > Introducer Fees’ when a case is linked to an introducer.
Introducer Proc Percentage - This is taken from the value set in ‘Settings > Introducer Fees’ when a case is linked to an introducer.
Lender Product Code – This is from the ‘Lender Product Code for Executing Payment’ in ‘Mortgage Information’.
Follow Up Date – This is from the date set when to follow up on the mortgage case.

Upgrading from v2.0 to v2.1

If you wish you can convert your existing v2.0 pbix file to fully incorporate the new fields. To do this follow the below steps:

Open your existing V2.0 Reports file.
Go to: Home > Transform data > Transform data
In the new window select: Mortgages Cases > Advanced Editor and then in the advanced editor pop out clear out all of the code and enter the new code block below

let

#"Get Table" = GetTable("Mortgage Cases.csv"),

#"Changed Type" = Table.TransformColumnTypes(#"Get Table",##{{"Rate Expiry Date", type date}, {"Submission Date", type date}, {"CaseId", Int64.Type}, {"IsDeleted", type logical}, {"Not Proceeding With", type logical}, {"MortgageCaseStatusId", Int64.Type}, {"MortgageTypeId", Int64.Type}, {"Mortgage Amount", Currency.Type}, {"LenderId", Int64.Type}, {"Deposit Amount", Currency.Type}, {"Purchase Price", Currency.Type}, {"Current Valuation", Currency.Type}, {"AdditionalMortgageMetadataId", Int64.Type}, {"Mortgage Term (Years)", Int64.Type}, {"Mortgage Term (Additional Months)", Int64.Type}, {"Exchange Date", type date}, {"Completion Date", type date}, {"Remortgage Date", type date}, {"Remortgage Contact Date", type date}, {"Proc Fee", Currency.Type}, {"Proc Fee Paid Date", type date}, {"Client Fee", Currency.Type}, {"Client Fee Paid Date", type date}, {"Solicitor Fee", Currency.Type}, {"Solicitor Fee Paid Date", type date}, {"Miscellaneous Fee", Currency.Type}, {"Miscellaneous Fee Paid Date", type date}, {"FeePaymentStatusesId", Int64.Type}, {"SplitProcAdviserId", Int64.Type}, {"Split Proc Fee", Currency.Type}, {"NegotiatorId", Int64.Type}, {"PrimaryAdviserId", Int64.Type}, {"ClientPartyId", Int64.Type}, {"TeamId", Int64.Type}, {"IntroducerBranchId", Int64.Type}, {"Mortgage Rate", type number}, {"EstateAgentId", Int64.Type}, {"LastIntroducerNoteId", Int64.Type}, {"Not Proceeding With Date", type date}, {"NotProceedingWithReasonId", Int64.Type}, {"Additional Funds To Raise", Currency.Type}, {"Status New Lead Date", type date}, {"Status Remortgage Date", type date}, {"Status Call Back Date", type date}, {"Status Meeting Date", type date}, {"Status Decision In Principle Date", type date}, {"Status Pre Offer Processing Date", type date}, {"Status Valuation Instructed Date", type date}, {"Status Valuation Received Approved Date", type date}, {"Status Post Offer Processing Date", type date}, {"Status Contracts Exchanged Date", type date}, {"Status Completed Date", type date}, {"Introducer Proc Percentage", Percentage.Type}, {"Introducer Flat Fee", Currency.Type}, {"Follow Up Date", type datetime}, {"Adverse Credit", type logical}}),

#"Trimmed Text" = Table.TransformColumns(#"Changed Type",##{{"Property Postcode", Text.Trim, type text}}),

#"Replaced Value" = Table.ReplaceValue(#"Trimmed Text"," ","",Replacer.ReplaceText,{"Property Postcode"}),

#"Sorted Rows" = Table.Sort(#"Replaced Value",##{{"CaseId", Order.Ascending}})

#"Sorted Rows"

Click on: Done > Close & apply