Guides
36 articles
- 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.