Overview
You can submit a Decision in Principle (DIP) to Barclays directly from Smartr365 using SmartrConnect. Barclays has one of the simplest submission forms — the main lender-specific field is the number of County Court Judgments (CCJs).
Before You Start
Feature flag: Barclays must be enabled for your firm
Credentials: Your Barclays adviser credentials must be saved in Settings > My Credentials
Case data: The case must have a mortgage product selected
Mandatory Fields
Field | Where to Complete | Notes |
CCJs in Last 3 Years | SmartrConnect form | Per applicant — enter the number of County Court Judgments in the last 3 years (enter 0 if none) |
Personal Details | Fact Find > Personal Details | Both applicants if joint |
Address History | Fact Find > Address | Full address history |
Employment | Fact Find > Employment | Current employment record |
Mortgage Details | Case > Mortgage | Loan amount, term, repayment method |
How to Submit
Open the case and navigate to SmartrConnect from the top toolbar
Select Barclays as the lender
For each applicant, enter the Number of CCJs in the last 3 years (0 if none)
Click Submit
After Submission
Smartr365 polls for results automatically. Possible outcomes:
Pending — Awaiting lender decision
Completed — Decision received
Validation Failed — Check error details and correct your case data
Login Failed — Update credentials in Settings > My Credentials
Troubleshooting
Issue | Solution |
Barclays not showing as a lender option | Check the Barclays feature flag is enabled for your firm |
Validation errors | Ensure CCJ field is completed for all applicants and Fact Find sections are filled |
Login Failed | Re-enter your Barclays credentials in Settings > My Credentials |