Homebuying made faster, safer and easier.
The tools you need, without the hassle
Simple to set up and use, Smartr365 provides powerful features for a more transparent, automated and integrated mortgage journey.
It increases the ease and visibility of the process and helps reveal opportunities to grow your business.
Features
Dashboard
Smart365 provides an easy-to-understand snapshot of your business. Gain at-a-glance understanding of your business performance and key customer and pipeline data with a single, simple consolidated view.
Security
Protect your client records, with bank-grade security for peace of mind, customer confidence and GDPR compliance.
Integration with Mogo, Digidentity and Credit Checking
Intelligent data integration to validate client data remotely, accelerating the process and reducing costly face-to-face meetings.
Application tracking
Monitor the progress of all mortgage applications from one place and provide access to introducers and solicitors to benefit, too.
New business
Manage your sales pipeline and new customer acquisitions in one place, enabling you to save time and increase conversion rates.
Client management
Automate your relationship management for a hassle-free route to more re-mortgages and protection sales.
Calculators
Interactive calculators provide value and convenience to customers and prevent losing them to other brokers or lenders. It also offers handy additional functionality for your introducers.
Sourcing
Powered by the state-of-the-art Twenty7Tec mortgage sourcing engine, Smart365 will find the most appropriate mortgage products for your clients at the touch of a button.
Automation
Automate your client contact and application submissions. Let our technology do the work for you so you can concentrate on other things.
Get in Touch
Please feel free to contact us with any questions you have:
1 Queen Caroline Street,
London,
W6 9YN
Email: sales@smartr365.com
