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Smartr365 launches ‘SmartrDoc’ to automatically integrate and store client documents

Smartr365 launches ‘SmartrDoc’ to automatically integrate and store client documents

by Smartr365 Insights | Sep 16, 2019 | Press release 2

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...
Smartr365 adds Nationwide for Intermediaries for automated decisions in principle

Smartr365 adds Nationwide for Intermediaries for automated decisions in principle

by Smartr365 Insights | Sep 16, 2019 | Press release 2

7th June 2019 Smartr365 has today added Nationwide for Intermediaries into the lender panel within its platform, offering automated mortgage application submission thanks to an API-free connection between the two services. This API-free connection has been developed...
Questions to ask when considering the value of a CRM system

Questions to ask when considering the value of a CRM system

by Smartr365 Insights | Sep 16, 2019 | Press release 2

14th June 2019 Having a good customer relationship management (CRM) system is a simple way to improve the way a business operates, enabling brokers to collect, access, and use client data effectively in a post-GDPR world. A CRM system captures and digitises client...

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