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Settings & Administration

User management, branding, billing, credentials, integrations, email templates, and notifications

46 articles
Guides

How to Set Up Mailchimp for Email CampaignsGuide for connecting Mailchimp to Smartr365 for email marketing campaigns.
How to Set Up Smart Currency ExchangeGuide for configuring Smart Currency Exchange credentials and submitting currency exchange referrals in Smartr365.
How to Configure Primis Network IntegrationGuide for setting up the Primis (Toolbox) network integration, including credentials and data requirements.
How to Configure Openwork IntegrationGuide for setting up the Openwork network integration, including adviser registration and firm configuration.
How to change Smartr365 Branding
How to delete an adviser from Smartr365
How to change your platform logo
How to change platform colours
How to change Smartr365 favicon
How to add new card details to billing
How to download your billing invoice
How to amend introducer fees
How to add Twenty7Tec credentials
How to bulk transfer all cases from one adviser to another
What is Mailchimp?
How to set up Mailchimp
How to send an Email with a custom email template?
How to email a client
How to add joint clients with a shared email address
How to Set Up Integrations in Smartr365Guide to configuring third-party integrations such as Smart Currency Exchange.
How to Set Up Your Third-Party Credentials in Smartr365Guide to saving third-party login credentials for sourcing, lender, and verification services.
Notifications OverviewOverview of in-app notifications including types, managing, and filtering notifications.
How to Manage Users and Teams in Smartr365Guide for System Administrators to manage user accounts, roles, and teams.
How to Manage Solicitors in Smartr365Guide to adding, editing, and managing solicitor contacts in your directory.
How to Customise Your Company Branding in Smartr365How to customise company branding, colours, logo, and email statements in Smartr365
How to Create and Manage Email Templates in Smartr365Guide to creating and managing email templates with drag-and-drop editor and merge tags.
How to Configure Feature Settings in Smartr365Guide to enabling or disabling features like L&G Mortgage Club Submissions.
How to Manage Your Billing and Subscription in Smartr365How to access and manage billing, subscriptions, and invoices in Smartr365
How to add Solicitor Companies to Smartr365
How to change adviser contact number
How to add another lender to Smartr
How to set up Acknowledgements (DPN)
How can I add My Credentials to Smartr365?Settings - My Credentials
Smartr365 and Smart Currency Exchange IntegrationSmart Currency Exchange
Understanding Automated Remortgage Emails in Smartr365How automated remortgage emails work in Smartr365
How to Navigate Your Business Settings in Smartr365Overview of all Business Settings options available by role in Smartr365.