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How to Set Up and Use L&G Ignite for Mortgage Sourcing

Complete guide for configuring Legal & General Ignite and using it to source mortgage products in Smartr365.

Overview

Legal & General Ignite (formerly SmartrFit) connects Smartr365 to Legal & General's free mortgage sourcing platform, allowing you to search products, import them to your case, and download associated documents.

Setup

Legal & General Ignite is free to use within Smartr365. Advisers do not need to set up their own Ignite account or link anything in My Credentials. Smartr365 signs each user in to Ignite automatically, using the email address they use to log in to Smartr365 and your firm's FCA number.

A System Admin must enter the firm's FCA number once before advisers can use Ignite.

Steps

  1. Navigate to Settings > Legal & General Ignite

  2. Enter your firm's FCA Number

  3. Click Save

FCA Number Requirements

Rule

Detail

Length

6–7 digits

Format

Numeric only (no letters or special characters)

Panel Restrictions

When you first use Ignite you have a whole-of-market solution and can source across all available lenders, lending types and mortgage clubs. If your firm needs panel restrictions, send the details to LGMStechsupport@landg.com and Legal & General will contact you to set up your panel.

Mandatory Fields

Field

Where

Required For

FCA Number

Settings > Legal & General Ignite (System Admin)

All Ignite sourcing

Case Data Used for Sourcing

When you source from a case, Smartr365 sends the case details to Ignite to pre-populate the search, including the applicants' names and dates of birth, their employment and income, the property details and the mortgage requirements. Complete these on the case first so the search reflects your client's circumstances.

How to Source with Ignite

  1. Open the mortgage case and click the Sourcing tab in the toolbar at the top of the case.

  2. Click Access now on the Legal & General Ignite card. This is your Ignite hub for the case, where you can start a new sourcing session and see the products already sourced on this case.

  3. Click Source new. Ignite opens in a new browser window.

  4. In Ignite, accept the option to link this sourcing session to your case. This pre-populates Ignite with the details from the client's Fact Find and mortgage case, and records the products you save so they are available when you return to Smartr365.

  5. When you have found a product you would like to have available in Smartr365, click Docs on the right-hand side of the results.

  6. Complete any additional required fields in the pop-up window, then click Generate Documents. The product now appears as a saved product in Smartr365. You can also download the ESIS and Evidence of Research to your computer at this stage; this is optional, as you can add them to the case Document Store from Smartr365.

  7. Repeat for as many products as you like. Each one is returned to Smartr365 as long as you complete the Generate Documents step.

  8. Back in Smartr365, you will see a card for each product you saved. The page checks for new products every 10 seconds; click Refresh if a product has not appeared yet, then click View details to open it.

  9. Click Add to Case. Tick Write product details to Mortgage case? to fill in the product details on the case, and tick the documents you want to add to the case Document Store. Then click Yes please, import selected data.

    IgniteProductsReturned.png

Your mortgage case now has the chosen product's details, and your Document Store contains the documents you selected for review.

Troubleshooting

Error When Sourcing

If you see the message There's been a problem... when you click Source new:

  1. Check case data is complete — Check that the applicant, employment and income, property and mortgage details are filled in for every applicant

  2. Verify FCA Number — Ask your System Admin to check that a valid FCA Number is saved in Settings > Legal & General Ignite

  3. Try a different case — If sourcing works on other cases, the issue is specific to this case's data. Compare it with a working case to spot missing fields

  4. Clear browser cache — Occasionally, cached data can cause issues. Try clearing your browser cache or using an incognito window

Ignite Option Not Visible or Disabled

  • If the Legal & General Ignite card shows Disabled, get more info, no FCA number has been saved yet. Ask your System Admin to enter it in Settings > Legal & General Ignite.

  • If you do not see Legal & General Ignite as a sourcing option at all, it may not be enabled for your firm. Contact your account manager.

Error Persists After Checking All Fields

If you've verified all case data is complete and still receive an error:

  • Note your Case ID and the time you saw the error

  • Contact support with both. This helps us find the error

  • If the issue affects all cases (not just one), tell support so they can check the Ignite connection

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