Guides
29 articles
- Getting setup with Natwest
- What to do when a Concert Hub submission fails — finding the case ID and error messageWhat to do when a Concert Hub case submission fails in Smartr365 — how to find your case ID and error message, and common error patterns for JMD/Openwork advisers.
- How to Submit to Accord via SmartrConnectStep-by-step guide for submitting a Decision in Principle (DIP) to Accord through SmartrConnect, including mandatory fields and setup requirements.
- How to Submit to Aldermore via SmartrConnectStep-by-step guide for submitting a Decision in Principle (DIP) to Aldermore through SmartrConnect.
- How to Submit to Darlington Building Society via SmartrConnectStep-by-step guide for submitting a DIP to Darlington Building Society through SmartrConnect.
- How to Submit to Leeds Building Society via SmartrConnectStep-by-step guide for submitting a DIP to Leeds Building Society through SmartrConnect.
- How to Submit via IRESS Lending HubGuide for submitting mortgage applications to IRESS Lending Hub through SmartrConnect, including supported lenders and mandatory fields.
- How to Submit to Barclays via SmartrConnectComplete guide for submitting a Decision in Principle (DIP) to Barclays through SmartrConnect, including mandatory fields.
- How to Submit to TSB via SmartrConnectStep-by-step guide for submitting a DIP to TSB through SmartrConnect, including mandatory fields.
- Troubleshooting Concert Hub protection case submission failuresCommon reasons why Concert Hub protection case submissions fail in SmartrConnect and how to resolve them, including missing fields, unsupported benefit types, and wrong adviser assignment.
- How to fix 'Could not send M&P data to ConcertHub' errorSteps to resolve the 'Could not send M&P data to ConcertHub' error when submitting a protection case — check Benefit and Premium Amount fields first.
- How to Submit a DIP and FMA to Halifax via SmartrConnectComplete guide to submitting Decision in Principle (DIP) and Full Mortgage Application (FMA) to Halifax through SmartrConnect, including supported case types and mandatory fields.
- How to Submit a DIP to Nationwide via SmartrConnectComplete guide to submitting Decision in Principle (DIP) to Nationwide through SmartrConnect, including lending centre selection, mandatory fields, and Nationwide-specific requirements.
- How do I track how my client's NatWest application is progressing?
- How do I add my client's bank account details for their mortgage with NatWest?
- How long will it take for my application results to appear for NatWest?
- What information will be returned from my NatWest submission?
- What happens after I accept the DIP and FMA declarations for NatWest?
- How do I submit a Decision In Principle (DIP) or Full Mortgage Application (FMA) for a Remortgage with NatWest?
- What are the required fields to submit to NatWest?
- How to submit a case with SmartrConnect
- Which lenders integrate with SmartrConnect?
- How to submit to TSB, Accord or Leeds through SmartrConnect
- How to submit to Halifax through SmartrConnect
- What Client and Case types are supported through SmartrConnect?
- How to submit to Nationwide through SmartrConnect
- Getting Setup with Nationwide
- How to submit to Barclays through SmartrConnect
- Submit applications through the Halifax Portal