Overview
The Openwork integration connects Smartr365 to the Openwork financial adviser network, enabling case submissions and data synchronisation between the two platforms.
Note: This integration is only available for firms within the Openwork or JMD networks.
Before You Start
Your firm must be a member of the Openwork or JMD network
A System Admin must complete the firm-level registration
Each adviser must have their Openwork Adviser UID
Firm-Level Setup (System Admin)
Navigate to Settings > Openwork
Enter your Openwork Firm ID
The system will map your firm's Smartr365 Brokerage ID to the Openwork Firm ID
Save the configuration
Adviser-Level Setup
Field | Where to Configure | Notes |
Openwork Adviser UID | Settings > Third Party Credentials > Openwork | Unique identifier from your Openwork account. The system validates the UID before saving |
Steps
Navigate to Settings > Third Party Credentials > Openwork
Enter your Openwork Adviser UID
Click Save — the system will validate the UID against Openwork's API
If valid, the UID is stored and you can begin submitting cases
Submitting Cases
Once configured, case data can be submitted to Openwork. The following data is sent:
Case type (Mortgage, Protection, etc.)
Adviser ID
Product/case details
Troubleshooting
Issue | Solution |
Openwork settings not visible | This option only appears for Openwork/JMD network firms. Check the Openwork feature flag is enabled |
Adviser UID rejected on save | Verify the UID is correct in your Openwork account |
Case submission fails | Ensure the case has complete applicant and mortgage data |