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How to Configure Feature Settings in Smartr365

Guide to enabling or disabling features like L&G Mortgage Club Submissions.

Updated this week

How to Configure Feature Settings in Smartr365

Overview

Feature Settings allows System Administrators to enable or disable specific features for their firm. Currently, this page lets you control the L&G Mortgage Club Submissions feature.

Getting Started

Where to find it: Go to Business > Settings > Feature Settings

Who can access it: System Administrators only. This page is only visible if your firm has the Commission Claims feature enabled.

Available Features

L&G Mortgage Club Submissions - When turned on, this enables Legal & General Mortgage Club claim submissions for your firm. When enabled, individual advisers will also need to enter their L&G Agency Number in the My Credentials page.

How to Toggle a Feature

  1. Navigate to Feature Settings

  2. Use the toggle switch next to the feature name to turn it on or off

  3. Changes are saved automatically when you toggle the switch

Need More Help?

If you need further assistance, contact our support team through the chat widget or email support@smartr365.com.

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