The technology platform to help you give smarter financial advice and grow your business

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What are the benefits?

For advisers

  • Grow and manage your introducer base
  • Streamline processes and focus on valuable referrers
  • Bank—grade security, identification and storage
  • Manage your clients’ portfolios in one place
  • Never miss another cross—selling opportunity
  • Automatically alert your clients to better deals
  • A range of smart tools to help you identify the right mortgage options based on affordability (SmartrCalc) and equity (SmartrEquity)
  • Calculate total property costs (SmartrBuyer)
  • Track applications online (SmartrFactFind)
  • Proactively communicate to your clients electronically
  • A fully integrated robo-advice engine to drive automated advice across both mortgages and insurance (FinanceBot)

For your clients

  • Search for what property you can afford
  • Track the value of the equity of your home
  • Find the best mortgage options for you
  • Calculate property purchase costs including stamp duty
  • Get real time access to your financial portfolio
  • Track any on—going applications online
  • Bank—grade security, identification and storage
  • Grow and manage your introducer base
  • Streamline processes and focus on valuable referrers
  • Bank—grade security, identification and storage
  • Manage your clients’ portfolios in one place
  • Never miss another cross—selling opportunity
  • Automatically alert your clients to better deals
  • A range of smart tools to help you identify the right mortgage options based on affordability (SmartrCalc) and equity (SmartrEquity)
  • Calculate total property costs (SmartrBuyer)
  • Track applications online (SmartrFactFind)
  • Proactively communicate to your clients electronically
  • A fully integrated robo-advice engine to drive automated advice across both mortgages and insurance (FinanceBot)
  • Search for what property you can afford
  • Track the value of the equity of your home
  • Find the best mortgage options for you
  • Calculate property purchase costs including stamp duty
  • Get real time access to your financial portfolio
  • Track any on—going applications online
  • Bank—grade security, identification and storage

Who we are working with?

  • Two of the big four UK banks

    Two of the big four retail banks are already on board, developing technologies and processes to integrate with the Smartr365 platform.

    Integrates seamlessly with Microsft365. Allowing secure authentication for all users, auto-sync of important actions to Outlook and full document storage and retrieval via SharePoint.

  • Logo Capricorn

    The largest financial advisery network in the UK are using Smartr365, responsible for 18% of the UK’s financial services distribution

    I have been in the industry for 7 years and used the Smartr365 platform throughout to manage all aspects of my business, from client acquisition to case management, on—going client communication to remortgages, retention and cross—sales. In that time I have finished in the top 5 brokers in Openwork on 5 occasions already and on track to do the same again this year.

    Top Mortgage Broker in 2015

  • The market leading AVM platform in the UK working with 17 of the top 20 lenders in the UK, who base their lending decisions on Hometrack data.

    Hometrack see the future of mortgages is every better informed advice, incorporating the most relevant and up to date information on the borrower’s circumstances, products available to them and an accurate live valuation of their property and this is why we are proud to be working alongside Smartr365. In our opinion, this is the future of mortgages.

    David Catt, COO of Hometrack

The team behind it

How to find out more?

Contact us

To find out more how Smartr365 could help you please contact us on sales@smartr365.com

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