For our first release of 2025, we have been working on some exciting new features in the background (more to come in the next release)!
We have also focused on solving some of the issues reported along with a few key improvements.
Check out the latest updates from this release below.
Smoove
After clicking 'Quote Now', the values are now reflected in the pop up window correctly.
We have improved the experience when waiting for the next step to load after using the 'Add more data and quote' button; you will now see a 'spinner'
We have added improved validation error messages so it is clearer what fields are not ready
OpenWork:
We have now mapped 'Arrangement Fee' in Smartr365. this will show as 'Product Fee' in Concert Hub.
SmartrConnect:
We have resolved an issue with Submissions when a dependent is under 1 year old
Resolved an issue with Submissions when Rent or Mortgage Expenditures blocked an application
Other updates include:
Improved the SolutionBuilder experience so that you can add multiple quotes (Likes) to a case without issue
Resolved an issue with the Client Fact Find where entering certain details would reset previously entered information
Improved the 'Invite' status for clients to update in real time
Improved mappings for SmartrFit to be more accurate
Added some additional fields to the Fact Find PDF Export