Recently, Capricorn adviser Alex Smith wrote an article for FT Adviser, outlining his typical week. It was great to see so many of his tasks made easier by Smartr365, giving him the time to focus on the elements of the job that challenge him. Read on to find out more about how Smartr365 helps Alex, and how it could help you.
Smartr365 benefits the whole team’s efficiency during their Monday morning team meeting, where Alex and the team review their targets and instructions, as well as checking their case progress. By using the Smartr365 platform, the team easily check each case’s progress all in one place, knowing exactly what actions are needed and helping the team ensuring the meeting is effective and helpful for all.
Smartr365 benefits the firm further, through our 24-hour Fact Find tool. Using this, clients submit information and documents overnight, meaning advisers can start the day with all the information they need, and spend less time chasing up.
Furthermore, by using an end-to-end mortgage platform like Smartr365, all Alex’ client data is available in one place. This means Alex can make his recommendations, quickly prepare the necessary key fact illustrations thanks to our Mortgage Brain integration, and email out the KFI for review – all easily and efficiently, without the need to change applications.
Sound good? Want to learn more about how Smartr365 can improve your day job? Schedule a demo with our experienced team to learn more here.