Release Notes - 05/07/24

New Features

This week, we're excited to announce some new features and updates to Smartr365.

The key highlight is our Broker-led credit checks, simplifying and automating the credit checking process. Advisers also now have the flexibility to change the email address associated with their account, providing them with more control over their user information.

Broker-led credit checks*

In partnership with Experian, we have launched Broker-led credit checks.

Here's how it works:

1. Simple Consent Process: Obtain consent directly from your client by clicking on Request consent via the Case Summary or Credit History screen.
2. Seamless Client Interaction: Your client will receive an email to accept or decline the consent request.
3. Immediate Credit Check: After client acceptance, you'll be able to conduct a credit check through the Credit History page.
4. Automated Data Integration: Experian retrieves the credit file, securely stores it, and automatically updates important client details such as credit commitments, address history, and credit history.

*Please note: This is a paid service. You will receive 10 credit checks for £15 per month. Credit checks cannot be rolled over to the following month.

Change Adviser Email

For advisers using the platform, a new feature has been introduced that allows them to easily update their email address through the settings. This change will result in a different email being used for logging into the system, enhancing security and personalisation for advisers.

SmartrAI Support Bot

Launching on the 8th of July, version 2 of the Smartr support bot brings enhanced functionality to the platform. The AI bot now offers a more conversational experience and can handle more complex queries from users. In addition, users can utilise the search function to find relevant articles and information within the system, improving the overall user experience.

Bug Fixes

Our team has been hard at work addressing various issues and bugs within the system to ensure a smooth user experience. Some of the key bug fixes include:

• Resolved an issue with the display of errors in the Employment section when incorrect data was entered.
• Fixed a bug related to entering invalid email credentials in NatWest - My Credentials.
• Addressed errors encountered during the submission of DIP if the case had previous employment details configured.
• Fixed an issue where the Net Monthly Salary was not being saved in the Client Portal database.
• Adjusted the field order in the Marketing Preferences export for improved clarity.
• Resolved an issue where cases transferred in bulk resulted in emails being sent in the old adviser's name.
• Updated Net Income calculations and added Barclays-specific validation to prevent submission failures.
• Fixed an error modal related to 'null' values in the Case Summary screen.