Smartr365

You can submit a Decision in Principle (DIP) to Aldermore directly from Smartr365 using SmartrConnect. Aldermore submissions go through the IRESS integration, which pre-populates your case data into the lender's system.

Feature flag: Aldermore must be enabled for your firm

Credentials: Your Aldermore adviser credentials must be saved in Settings &gt; My Credentials

Case data: The case must have a mortgage product selected with a valid loan amount and term

- Feature flag: Aldermore must be enabled for your firm
- Credentials: Your Aldermore adviser credentials must be saved in Settings &gt; My Credentials
- Case data: The case must have a mortgage product selected with a valid loan amount and term

The following must be completed for each applicant before you can submit:

Personal Details (both applicants if joint)

Mortgage Details (loan amount, term, repayment method)

- Personal Details (both applicants if joint)
- Address History
- Current Employment &amp; Income
- Property Details
- Mortgage Details (loan amount, term, repayment method)

Open the case and navigate to SmartrConnect from the top toolbar

Choose DIP Pre-Pop as the application type

For each applicant, confirm the income verifiability flags:

- Commission Verifiable
- Overtime Verifiable
- Bonus Verifiable

1. Open the case and navigate to SmartrConnect from the top toolbar
2. Select Aldermore as the lender
3. Choose DIP Pre-Pop as the application type
4. For each applicant, confirm the income verifiability flags:
 - Commission Verifiable
 - Overtime Verifiable
 - Bonus Verifiable
5. Accept the submission disclaimer
6. Click Submit

Smartr365 polls for results every 8 seconds. Possible outcomes:

Pending — Awaiting lender decision

Validation Failed — Check the error details and correct your case data

Login Failed — Update credentials in Settings &gt; My Credentials

- Pending — Awaiting lender decision
- Completed — Decision received
- Validation Failed — Check the error details and correct your case data
- Login Failed — Update credentials in Settings &gt; My Credentials

Step-by-step guide for submitting a Decision in Principle (DIP) to Aldermore through SmartrConnect.

How to Submit to Aldermore via SmartrConnect

Find answers and get help from Intercom Support and Community Experts

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Field	Where to Complete	Notes
Current Employment	Fact Find > Employment	At least one current employment record per applicant
Income Verifiability	SmartrConnect form	Confirm whether commission, overtime, bonus, and salary are verifiable
Disclaimer Acceptance	SmartrConnect form	Must accept the submission disclaimer
Application Type	SmartrConnect form	Select DIP Pre-Pop as the submission type

Issue	Solution
Aldermore not showing as a lender option	Check that the Aldermore feature flag is enabled for your firm
Validation errors on submit	Review the error modal for specific fields
Login Failed result	Re-enter your Aldermore credentials in Settings > My Credentials

How to Submit to Aldermore via SmartrConnect

Overview

Before You Start

Mandatory Fields

Fact Find Sections to Complete

How to Submit

After Submission

Troubleshooting