FAQ's
15 articles
- I cannot locate my clients on the system, where can I find them?
- 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.
- 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.
- 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…
- 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