109 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