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Release Notes
Smartr365 releases new updates every week and these articles detail what new functionality is contained in each released. Don't forget to check out the new functionality in the platform and let us know feedback via the Feed Back button.
110 articles
Release Notes - 30/10/24Release Notes - 30/10/24
Release Notes - 13/09/24
Release Notes - 16/08/2024
Release Notes - 02/08/24
Release Notes - 19/07/24The latest system updates from Smartr365
Minor enhancements and bug fixes [24/02/2021]
Release Notes - 05/07/24
Release Notes - 25/06/24
Release Notes - 07/06/2024
Release Notes - 24/05/24
Release Notes - 10/05/2024
Release Notes 28/04/24
Release Notes - 12/04/2024
Release Notes - 28/03/24
Release Notes - March 2024
Release Notes - Febuary 2024
Release Notes - November 2023
Release Notes - October 2023
Release Notes - September 2023
Release Notes - August 2023
Release Notes - v1.13.41 – 16/06/2023 - Bug Fixes & Improvements
Release Notes – v1.13.39– 05/06/2023 - Minor Protection Bug Fixes & Improvements
Release Notes – v1.13.38– 26/05/2023 - Split Commission by Percentage
Release Notes - v.1.13.37 - 19/05/2023
Release Notes - v.1.13.36 - 12/05/2023 - Introducing UinsureCX & Shortened Nationwide Submissions
Release Notes - v1.13.33 - 21/04/2023 - Multi-Benefit Protection Cases and Demands & Needs
Release Notes – v1.13.30 – 14/04/2023
Release Notes – v1.13.29 – 31/03/2023
Release Notes – v1.13.28 – 24/03/2023
Release Notes – v1.13.27 – 17/03/2023
Release Notes – v1.13.25 – 03/03/2023 - Smartr365 Insights - Mortgage Cases Table
Release Notes – v1.13.24 – 24/02/2023
Release Notes - v1.13.23 - 17/02/2023 - HomeBuyer App
Release Notes – v1.13.22 – 10/02/2023
Release Notes – v1.13.20 – 27/01/2023 – ‘Kanban’ becomes ‘Workflow’ and Quick Settings of Documents
Release Notes – v1.13.18 – 13/01/2023
Release Notes – v1.13.14 – 16/12/2022
Release Notes – v1.13.13 – 08/12/2022 – Nationwide Integration, Suitability Letters & Reporting
Release Notes – v1.13.01 – 16/09/2022 – Home Insurance ‘NPW’ and Dynamic ‘New Mortgages’ form
Release Notes – v1.13.12 – 02/12/2022 – New Case Summary screen and Sourcing Brain improvements
Release Notes – v1.13.11 – 25/11/2022
Release Notes – v1.13.08 – 04/11/2022
Release Notes – v1.13.06 – 21/10/2022
Release Notes – v1.13.04 – 07/10/2022 –Suitability Letter updates including Home Insurance
Release Notes – v1.13.00 – 25/08/2022
Release Notes – v1.12.40 – 02/09/2022 – Client Portal Improvements
Release Notes – v1.12.39 – 25/08/2022 - New HomeBuyer Login
Release Notes – v1.12.38 – 19/08/2022 - Minor Bug Fixes and Improvements
Release Notes – v1.12.37 – 12/08/2022 – Uinsure Buy-To-Let
Release Notes – v1.12.36 – 05/08/2022 – Home Insurance Additions and Minor Bug Fixes
Release Notes – v1.12.35 – 29/07/2022 – New Fields in Home Insurance Cases
Release Notes – v1.12.34 – 22/07/2022 – Minor Bug Fixes and Improvements
Release Notes – v1.12.31 – 01/07/2022 – New Tasks Functionality and Uinsure Improvements
Release Notes – v1.12.30 – 24/06/2022 - Uinsure Integration
Release Notes – v1.12.30 – 24/06/2022 - Uinsure Integration
Release Notes – v1.12.29 - 17/06/2022 - Additional fields and values
Release Notes – v1.12.28 - 10/06/2022 - Expandable Forms and Additional Field Values
Release Notes – v1.12.28 - 10/06/2022 - Expandable Forms and Additional Field Values
Release Notes – v1.12.27 - 27/05/2022 - Advice Communication Method and Client Previous Names
Release Notes – v1.12.27 - 27/05/2022 - Advice Communication Method and Client Previous Names
Release Notes - v1.12.26 - 20/05/2022 - 'Buildings & Contents' now 'Home Insurance' and additional new fields & values
Release Notes – v1.12.25 - 13/05/2022 - Case ID Numbers
Release Notes – v1.12.25 - 13/05/2022 - Case ID Numbers
Release Notes – v1.12.23 - 06/05/2022 - Additional Buildings & Contents fields and improvements
Release Notes - v1.12.21 - 08/04/2022 - Minor Bug Fixes & Improvements
Release Notes - v1.12.21 - 08/04/2022 - Minor Bug Fixes & Improvements
Release Notes – v1.12.20 - 01/04/2022 - B&C improvements and Customer Support menu updates
Release Notes – v1.12.18 - 18/03/2022 - Additional Mortgage Brain integrations
Release Notes – v1.12.16 - 04/03/2022 - Updates to Offer Expiry Date and improved field validation
Release Notes – v1.12.15 - 25/02/2022 - Reset Client login credentials and ‘Known as’ name capture
Release Notes – v1.12.14 - 18/02/2022 - B&C and Protection Fact Find exports
Release Notes – v1.12.13 - 11/02/2022 - Company Address, Accountant Details and additions to the Fact-Find export
Release Notes – v.1.12.12 - 04/02/2022 - Fact-find export, Accountant details and further Limited Company additions
SmartrInsights v2.1
Release Notes – v.1.12.11 - 28/01/2022 - Limited Company, Kanban improvements and additional details captured during Fact-Finds
Release Notes - v1.12.10 - 21/01/2022 - Resend Client invitations and Suitability Letter layout improvements
Release Notes - v1.12.09 - 09/12/2021 - New Case changes, Power BI and Lender Applications Journeys
New fields added to data import 1.12.4 [29/10/2021]
Updates to Homebuyer Hub and New Lead flow 1.12.3 [15/10/2021]
Smartr365 Insights V2.0 Release Notes [01/10/2021]
New journeys added to lender integrations 1.12.2 [01/10/2021]
Homebuyer Hub, Leads, Homebuyer App 1.12
Make edits to your Completed Mortgage Cases 1.11.22 [19/08/2021]
Smartr365 connects to four new lenders for DIP 1.11.21 [13/08/2021]
Brokerage users can now change Kanban case status 1.11.19 [30/07/2021]
Smartr365 updates SmartrConnect and releases new Case Transfer screen [06/08/2021]
Smartr365 platform enhancements 1.11.18 [23/07/2021]
Smartr365 Platform Enhancements ( 16/07/2021)
Smartr365 platform enhancements (23/06/2021)
Import Mortgage Cases into Smartr365 (16/06/2021)
Smartr365 platform enhancements [03/06/2021]
Import protection cases into Smartr365 and quick apply for Halifax and Barclays [26/05/2021]
Smartr365 minor improvements to the platform [05/05/2021]
Smartr365 launches HomeBuyer capability for Alexa and lead upload improvements [28/04/2021]
Session log outs and other improvements to Smartr365 platform [21/03/2021]
Manage introducer network and streamline access to Introducer Portal [14/04/2021]
Halifax DIP Direct for Home Movers [24/03/2021]
Suitability letter improvements [24/03/2021]
SmartrTalk Enhancements and branding updates for Smartr365 [17/03/2021]
Minor enhancements and bug fixes [03/03/2021]
HomeBuyer app and Create QR code [Release 1.11]
Halifax Direct DIP submission, SmartrTalk video calling and SmartrFit [Release 1.10]
Buildings and Contents no longer need a mortgage case [10/02/2021]
Updates to Conveyancing quotes [03/02/2021]
Update buyer type on Fact Find and reasons for Protection NPW [27/01/2021]
Create remortgage opportunities from your back book [20/01/2021]
Import product data from Twenty7Tec into cases [13/01/2021]
Release Notes - 16/08/2024
Release Notes - 26/09/2024Updates deployed to Smartr365 on 26th September 2024