Mortgages,
Made Simple.

CRM Software for Mortgage & Protection Brokers

We simplify the mortgage process for brokers, introducers, networks, and consumers. Our mortgage broker CRM system helps advisers save time, reduce paperwork and consolidate applications into a single, easy to use software platform for mortgage brokers.

Track mortgage leads, adviser commissions and much more, with Smartr365's mortgage broker software.

We're trusted by over 3500 brokers

And partnered with major mortgage clubs such as L&G, PMS and Sesame.
PMS Mortgage Club logoLegal & General logoSesame Network Logo

See the reviews!

"I have used a number of CRM systems over the past 25 years, but so far, this is definitely one of the best! On the rare occasion we've had an issue, Savannah and her team have been able to resolve it very quickly (same day) and usually over a teams chat which is more than a lot of companies would offer. The system enables us to work efficiently and in a really organised manner which I love. The new-look dashboard is also a fab improvement. Thanks to all at Smartr365!"
Nasreen - Admin
"Such a good system. Helps me with the day to day and also creates such a great experience for the client. Our Account Manager Larissa is also incredibly helpful and responsive which really helps - especially in the early stages. I would recommend this system to any adviser."
Joseph - Mortgage Adviser
"Been working with them for a while and the system is excellent. Allows us to manage all aspects of the mortgage sales cycle and the team are constantly innovating with new features. Support are extremely responsive and helpful too."
Jordan - Mortgage Adviser
"We have been using Smartr365 for 8 months now, so that we can go paperless. The system is very easy to use and Smartr365 offer lots of support and training when required. They listen to user feedback and improve the system accordingly. I would definitely recommend using Smartr365."
Fiona - Mortgage Adviser
"It's great to finally see a system geared towards brokers (and not wealth management). With Smartr, we have a voice to make changes to the system, which is brilliant. Larrisa & Yafet have been supportive and instrumental in our implementation of the system and nothing is ever too much."
Thameside Mortgage Brokerage
Read more reviews here!

Start spending your time on the stuff that matters, and let Smartr handle the rest.

Fully integrated tools allow you to submit business in minutes not hours.   
Apply directly to lenders with submission integrations.    
Stop re-keying! Smartr will seamlessly automate your data flows. 
Switch easily with free training and integrated data migration tool.
Client portal function with smartr365 mortgage broker software

Give your clients a fully digital journey with HomeBuyer

HomeBuyer is the white labelled brand name for all Smartr’s client facing tools.  
Grow your business with marketing asset creation software, QR codes and smart links.
Give your clients their very own portal for FactFinding, portfolio management and tracking home valuations.  
HomeBuyer even has its own app for your clients- Digital ID&V, House valuations, Credit reports, Bank statements, journey tracking, FactFinding and so much more.

Eliminate paperwork, reduce risk, and save time.

Instantly collect digital bank statements and credit reports with Experian integrations. 
Verify identities with our app based Digital ID&V integration with Digidentity (Identity, AML, PEP & sanctions).  
Send and receive paperwork or collect acknowledgments securely with our ISO certified client portal.  
Give all your introducers with real-time lead & commission tracking through their own portal and referral links.
Data import tools with smartr365 mortgage broker software

Switch your CRM without the cost or hassle.

Why pay to move your data? With Smartr migrate all your data using our integrated tools and an Excel sheet.  
Your Customer Success rep will help train you & your teams, move your data, and get you ROI fast.
Unlike ‘older, clunkier’ systems we’ve built Smartr to be easy to use no matter how good with tech you are!

Join over 3500 brokers who've already made the switch.

3,500 brokers and 900 brokerages are already using Smartr mortgage broker software to make mortgages simple!  
No hidden fees! We don’t charge for the basics like onboarding, data migration or training. One flat fee gets you everything.
We’ve partnered with some of the UK’s largest networks, clubs, and tech providers.

Questions? We've got you covered

How much does it cost?

We don’t believe in hidden fees, surprise charges or holding client's hostage! Our prices vary depending on your network affiliation and requirements but around £120 including your sourcing, Experian and Solution Builder is what you can expect.

How do I migrate my data from an old system?

Data migration with Smartr365 is really simple. From the backend of your platform simply head to 'data import'. Here you can download a CSV sheet to fill with your old information and then upload. Our validation tools will even let you know if there's any errors before you upload!

Do you integrate with any of the lenders?

We currently have industry leading integrations with Barclays, Halifax, TSB, Leeds, Aldermore and Accord. We’ve also got more coming soon!

What sourcing options are available?

We work with Sourcing Brain and Twenty7tec to provide a range of sourcing options. We only work with providers who are cloud based, like Smartr365, to ensure you can get your work done anywhere in the world.

How does Smartr365 support re-mortgaging?

Smartr365 looks at the data fields from your completed mortgages and sets up a series of campaigns to keep clients aware of re-mortgaging opportunities in advance. We also use reports from companies like ‘Hometrack’ to inform your clients and keep retention rates high.

How easy is it to get started with Smartr365's Mortgage broker system?

Smartr365 is designed as a ‘plug and play’ system. We partner with all the technology you’re used to using and blend it together in our platform to make your day-to-day easier than ever. We find most users require only 1 or 2 short training sessions to become experts

How does reporting work?

Our reporting systems use Microsoft PowerBI to make creating beautiful dashboards and reports easier than ever.

Can I connect with my current lead tools?

Using our direct connection to MailChimp, users can connect an endless selection of lead sources to their Smartr365 account. You can also use our App to collect leads using QR codes and NFC/RFID chips.

Do you have a Client Portal?

Smartr365 prides itself on offering your clients the best experience on the market. Not only do we have a client portal designed to increase conversion & retention rates, we also have a reactive FactFind and, in an industry first, an iOS and Android app!

Can I have a trial of the system?

Smartr365 offers such a broad range of benefits and needs to be custom setup for your requirements. Because of this, we find people need a bit of help at first to get going. Because of this, we don’t offer trials, but we can give you a few hours on a guided demo to make sure it’s the system for you!

Close Cookie Preference Manager
Cookie Settings
By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage and assist in our marketing efforts. More info
Strictly Necessary (Always Active)
Cookies required to enable basic website functionality.
Made by Flinch 77
Oops! Something went wrong while submitting the form.
smartr365 mortgage broker software cookies icon
Cookies Preferences