17th June 2019

Smartr365 has today launched ‘SmartrDoc’ – an integrated storage system which allows brokers to retrieve, sort and store all relevant client documents in one place.  An example can be viewed here.

Smartr365’s integrations with Digidentity (digital ID and address verification), MogoPlus (bank transaction data), Experian (credit checking) and Hometrack (property valuations) means customer documents and data from these providers will be automatically collected and stored within the Smartr365 platform.

Storing, managing and sharing documents is a time-consuming process for mortgage advisers. SmartrDoc allows mortgage advisers to access documents securely and quickly by using Smartr365’s cloud system. Clients can upload, view and sign multiple documents – anytime anywhere. For example passport copies, credit reports and bank statements are saved automatically, as well as product-specific documents like Key Feature and Mortgage Offers.  

Documents nearing expiry date are also easily identifiable, for example an ID or passport, and any changes made to a client file – both past and present – are saved in a document log. This ensures that advisers have complete and compliant records on file. 

Cameron Parsons, Product Manager, Smartr365 comments:

“We are built for brokers by brokers. Our users tell us that storing and gathering documents is one of the most time-consuming processes of the whole application, and that’s why we developed this solution.

“With ‘SmartrDoc’, the hassle is removed without having to lift a finger – it’s all done instantly and securely. It’s also been designed to pass these documents onto lenders automatically, once lender systems can accept these in an automated fashion hopefully by the end of the year. In the meantime, advisers can view and upload council tax, passport, ID or any other document forms at the click of a button without the need to trawl through physical documents or filing cabinets.”