Auto Populated Early Repayment Charge Description from Ignite
✨ What’s New
We’ve enhanced how brokers view Early Repayment Charge (ERC) details in Smartr.
The “Early Repayment Charge Description” field is now auto-populated based on product data returned via the Ignite API, giving brokers a clearer, quicker understanding of ERC terms at a glance and reducing the need to refer to the ESIS document.
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Home Insurance Sourcing Validation for Second Properties
✨ What’s New
To ensure accuracy and compliance with Paymentshield’s underwriting criteria, Smartr now validates property status before allowing Home Insurance sourcing, specifically for second homes.
This change improves adviser guidance and ensures only eligible properties are referred to Paymentshield for Home Insurance reducing wasted time and increasing quoting accuracy.
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View and Manage Protection & Home Insurance Leads Separately
✨ What’s New
We’ve made it easier for Protection Advisers to manage insurance referrals by introducing a dedicated view for Protection Leads and Home Insurance Leads giving you clearer visibility and control.
You can now toggle between Mortgage Leads, Protection Leads, and Home Insurance Leads using a new tab style selector mirroring the design used on the updated Cases page
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New Lead Conversion Experience for Protection & Home Insurance Referrals
✨ What’s New
We’ve improved the way you convert Protection and Home Insurance leads. You can now seamlessly convert Protection, Insurance, and Home Insurance leads into their own dedicated case types with accurate case setup and all relevant data pre-filled into the fact find.
When a lead contains only Home Insurance or Protection, clicking Convert will create a new case for that lead.
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Deposit Currency Validation Added to Workflow Builder
✨ What’s New
We’ve added a new field to the Create Your Workflow tool, giving System Admins even more control over the data collected during the mortgage journey.
You can now include ‘Is any part of the deposit not currently in GBP (£)?’ as a field in your case workflow setup enabling validation rules for scenarios involving foreign currency deposits.
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New Error Handling for Smart Currency Exchange Referral Failures
✨ What’s New
To improve transparency and user support when something goes wrong, we’ve added clear errorer messaging and helpful actions when referring a client to Smart Currency Exchange fails.
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Updated Solution Builder Income Mapping for Self Employed Sole Traders
✨ What’s New
We’ve updated how Smartr handles income mapping for Self Employed Sole Traders when connecting to Solution Builder, ensuring a more accurate reflection of net income for sourcing.
Previously Profit Before Tax was used as the income figure when connecting to Solution Builder. Smartr will now send Profit After Tax as the income value for Self Employed Sole Traders.
Bug Fixes
When Uinsure and Paymentshield refer are enabled and you refer to PaymentShield, the refer button now becomes 'greyed out'
When you source via Uinsure and navigate to the 'Quotes' page, you no longer see an error
When sourcing via Ignite, the Rate Expiry Field now auto populates
We have made some fixes to PaymentShield and Uinsure to smooth the journey.
Feel free to reach out if you have any queries on the above
Thanks/Team Smartr365