Homebuying made faster, safer and easier.

An all-in-one solution to manage your home finances with joined-up mortgage and protection advice from industry professionals.

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 MogoPlus and Digidentity

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

Working with state-of-the-art sourcing providers, Twenty7Tec and MortgageBrain Anywhere, Smartr365 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.

Conveyancing

Bring your solicitor interactions into the entire process. Integration with ULS’s eConveyancer allows you to find, quote, and instruct solicitors immediately. If that’s not enough, you’ll get a better cut.

Mortgage Kanban

Revolutionise your workflow. Kanban mode allows you to clearly view all applications by status, where you can effortlessly update cases with a simple drag-and-drop.

SmartrCalc

Do you have a strong web presence – or want to? Our SmartrCalc widget allows your website visitors to log themselves as potential clients directly onto Smartr365. New business has never been so easy.

SmartrCriteria

Legal & General’s SmartrCriteria allows you to perform immediate and accurate criteria searches, to easily find which lenders will accommodate those difficult cases.

SmartrDocs

Rather than just storing your case files, Smartr365’s document capabilities provide unlimited cloud storage, from where it is not only easy to access, but can immediately be sent to clients to view or acknowledge.

Suitability

Compliance is at the heart of your process, and automation is at the heart of ours. With Smartr365’s suitability system, you can design your own templates to automatically fill in key information from the Factfind you entered prior. Gone are the days of having to reenter the lender for every single letter!

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

PR Enquiries

1 Queen Caroline Street,
London,
W6 9YN

Email: pr@smartr365.com

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