We now integrate directly with Barclays and Halifax!

A Platform. Not a CRM.

A complete end-to-end mortgage and protection platform to connect advisors, introducers and home buyers

The Smartr365 mission

It’s no secret that mortgage technology hasn’t kept pace with other industries. At Smartr365 we’re changing that. We believe whether you’re a local advisor, national brokerage or a network, re-keying and admin shouldn’t be the biggest part of your day. Our platform approach blends Smartr365’s cutting edge technology with plugins from the biggest players in the market. Whether it’s increasing leads, or automating remortgages we’ll grow your business at every stage of your process.

Everything you need in one place

From lead capture to direct lender integrations. Never rekey data again! Grow your business with remortgage automation and protection workflows.

We do all the usual CRM stuff too!
Platform features
Mortgage Advisor CRM Platform
Smartr and DigidentitySmartr and BarclaysSmartr and twenty 7 tech Smartr and Smartr CriteriaSmartr and HalifaxSmartr and e ConveyancerSmartr and Mortgage Brain AnywhereSmartr and Solution Builder

Software your clients will love

Fully digital journeys that simplify day-to-day tasks for everyone
Smartr for Home Buyers
Home buyers

Provide advice faster with clients completing their FactFind and uploading documents from anywhere.

Learn more
Smartr for Estate Agents
Estate agents

Connect leads directly to your brokerage and keep agencies updated with referral income and case updates.

Learn more
Smartr for Property Developers

Sign up leads at scale for show room properties with simple NFC taps. Or integrate QR codes into your marketing materials.

Learn more
Smartr for Introducers

Get frictionless referrals from any introducer by signing them up for their own referral portal and giving them real time insights.

Learn more
Meet the HomeBuyer app

Meet the HomeBuyer app

New clients simply scan a QR code to connect with you. It's like UBER for mortgage brokers. Learn more on the HomeBuyer hub

Learn more

Expand your introducer network

Introducers QR codes and reporting
QR codes for you and your introducers
We have made it easier then ever to introduce clients to a mortgage broker.
Keep track of your leads
Track your buyers mortgage process and status in real time.
NFC technology
Works with App Clip and Instant Apps. Simply tap to connect.
Estate agents
Add all your branches and negotiators and watch the referral fees grow!
Introducer reporting
See your referral fees and conversion metrics on our mobile friendly dashboard
Property developers
Add QR codes to your show homes and flats and we'll automatically refer them to your in-house broker and agent.

Smartr365 as a platform

We are the first platform to connect directly with Halifax and Barclays. Advisors can now get DIPs with a single click.

Never spend an hour rekeying a FactFind again!
Book a demo
Direct lender integration for one click DIP with Barclays and Halifax

What people say

"Smartr365 is a breath of fresh air for my business!  Having used rival CRM providers over the years I can honestly that Smartr365 is streets ahead! Plus, the support, training and ideas you have provided my business is second to none!"

"As a smaller DA firm, we wished to modernise our offering and improve our client relationships.  Joining with Smartr365 has allowed us to do this, providing a simple to use but powerful system to manage these relationships long term. The simplicity is key for us – having all the client information within a few clicks whilst being able to share documents and fact finds with them from one system securely will revolutionise how we operate."

"This has changed the way that I conduct business with clients now! Smartr365 has given me the ability to move away from Excel, which is something that I never thought would happen, but it gives me all the data needed and the remortgage process is so seamless that Excel data is not required.”

Join the revolution...

Over 150 brokers joined Smartr365 last month!

Book your demo now