FAQ's
15 articles
Case notes: 8,000 character limit and save error workaroundCase notes in Smartr365 have an 8,000 character maximum. Pasting long emails or documents into a note will cause a silent save error. Split into shorter notes to resolve.
What product and sale types are available in Smartr365?Smartr365 supports Mortgage, Protection, and General Insurance as core sale types. Wills and Power of Attorney are not currently a distinct product type — this article explains the available options…
What to do when a Yoti ID verification session expiresIf a client's Yoti identity verification link has expired or the session has timed out, here's how to re-initiate it from the case in Smartr365.
What is the difference between Leads and Cases in Smartr365?Explains the difference between Leads and Cases in Smartr365, and how to convert a Lead to a Case so it appears in the Cases tab.
I cannot locate my clients on the system, where can I find them?
I've tried adding two clients as a joint application and an error is appearing. What has gone wrong?
Why have I got a duplicated mortgage after completion?
My filters keep resetting. How can I fix this?
Can joint applicants see one another's data?
I have added/updated a case but cannot see it?
What does the clear filters button do?
How to view more Cases on the Cases page
Can I resend an invitation to the fact find?
What happens when a lead is converted and the email is already in use?
Your Guide to the Toolbox Integration