Release Note - 24/04/2025
SmartCurrency Exchange
We are please to announce our brand new integration with SmartCurrency Exchange. When there are foreign funds on the case, you will see a pop up to refer to SmartCurrency Exchange (you can also do this manually from the right hand side bar) who will contact your client.
PaymentShield Refer
Following our last release which enabled you to choose Uinsure or PaymentShield quotes 'side by side', we are pleased to introduce you to 'PaymentShield Refer'.
This feature allows you to refer to PaymentShield as an Email or Telephone lead.
You can also check the status of a referral from the side panel or quote.
Cases Page
We are releasing the first of many improvements to the styling of our Case Summary page: Improved Filter views.
You can now interact with the filters more intuitively.
OpenWork Integration
We have added more validations to the fields in Smartr365 that are passed to ConcertHub. You can have a higher level of confidence that the information you send to ConcertHub will be in the correct format.
Notifications Service
As part of our ongoing commitment to improve the User (your) experience, we have added some upgrades to the notifications service
Added a number of unread notifications on the bell icon
Added an 'unread' tab so you can focus on notifications requiring attention
Bug Fixes
We have added an explanation when a DIP is not possible to Halifax after 90 days
The procuration fee now shows in Smartr365 correctly when sourced via Twenty7Tec and via Mortgage Club
Limited Company income now calculates correctly
There are other minor fixes that have been released, but are not significant.
Feel free to reach out if you have any queries on the above
Thanks/Team Smartr365