Smartr365

Sourcing

Step-by-step guide to setting up or updating Mortgage Brain credentials in Smartr365 settings, and what to do when the 'unable to connect to Mortgage Brain, check credentials' error appears.

How to Configure Mortgage Brain Credentials in Smartr365 and Resolve the 'Unable to Connect' Error

Why case details do not pre-populate in L&G Ignite when the Original Lender field is blank on the Smartr365 mortgage case, and how to resolve it.

L&G Ignite: Case Details Not Pre-Populating When Original Lender Field Is Blank

What the "A new version is available. Please refresh your browser" notification in Sourcing means and how to resolve it with a hard refresh.

"A new version is available — please refresh your browser" notification in Sourcing

How to resolve MortgageBrain credential expiry errors including "Failed to initialise MortgageBrain session - Password Expired" and "Invalid Login Credentials" when sourcing.

Troubleshooting: Sourcing Brain "Password Expired" or Connection Errors

Complete guide to setting up OAuth credentials, running mortgage sourcing sessions, and using new case sourcing with Twenty7Tec in Smartr365.

How to Use Twenty7Tec for Mortgage Sourcing

Complete guide to setting up credentials, running sourcing sessions, and importing results from MortgageBrain (Sourcing Brain) in Smartr365.

How to Use MortgageBrain for Mortgage Sourcing

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

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

Guide to using Twenty7Tec CloudTwenty7 for mortgage product sourcing and importing.

How to Source with Twenty7Tec in Smartr365

Overview of sourcing providers and how to use Quick Sourcing vs Case Sourcing.

How to Source Mortgage Products in Smartr365

Step-by-step guide to using Sourcing Brain for mortgage product sourcing.

How to Source with Sourcing Brain

Overview of mortgage sourcing providers (Sourcing Brain, L&amp;G Ignite, Twenty7Tec) and how to access them.

How to Use Mortgage Sourcing in Smartr365

How to access & source through Twenty7Tec 

How to source with Sourcing Brain

How to source with Legal & General Ignite

How to turn on L&G Mortgage Club

Sourcing Brain Credential Issue- JMD

Guides

What is Legal and General Ignite

What is Quick Sourcing?

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