Start growing your business with Smartr365

Our customer success team will help you get live in five!

Get up and running in 5 small steps

Smartr Hand Over
01
The handover

After signing, we’ll introduce you to your dedicated customer success manager who will help get you started.

Smartr Personalised Set-up
02
Personalised set-up

We start with a short form to let us know how you need Smartr365 set up. Then we handle the rest, setting up your sourcing and conveyancing exactly as you had them before.

Smartr Data Migration
03
Data migration

Before your go live date, we’ll provide you with a sheet to help map your old data to Smartr365. You can add as many or as few fields as you want. Simply cut and paste your old data into the relevant columns.

Smartr Training
04
Training

When your data’s uploaded, your customer success manager will teach you all you need to know. If you need a refresher, we host weekly webinars on a range of topics to help make you an expert!

Smartr knowledge top-up
05
Knowledge top-up

Once you’re up and running, we’ll check in regularly with you to help you use new features, train new staff and maximise the value of your subscription.

Frequently asked questions

How much does it cost?

We don’t believe in hidden fees, surprise charges or holding client's hostage! Our prices vary depending on your network affiliation and requirements but around £100 including your sourcing is what you can expect.

How do I migrate my data from an old system?

We use a CSV sheet to get all of your data into Smartr365! All you need to do is copy and paste the columns of your old data into our format and then our support team will get it uploaded. You can upload as little or as much as you want!

Do you integrate with any of the lenders?

We currently have industry leading integrations with Barclays and Halifax. We’ve also got a bunch more coming soon!

What sourcing options are available?

We work with Mortgage Brain and Twenty7tec to provide a range of sourcing options. We only work with providers who are cloud based, like Smartr365, to ensure you can get your work done anywhere in the world.

How does Smartr365 support re-mortgaging?

Smartr365 looks at the data fields from your completed mortgages and sets up a series of campaigns to keep clients aware of re-mortgaging opportunities in advance. We also use reports from companies like ‘Hometrack’ to inform your clients and keep retention rates high.

How easy is it to get started with Smartr365?

Smartr365 is designed as a ‘plug and play’ system. We partner with all the technology you’re used to using and blend it together in our platform to make your day-to-day easier than ever. We find most users require only 1 or 2 short training sessions to become experts

How does reporting work?

Our reporting systems use Microsoft PowerBI to make creating beautiful dashboards and reports easier than ever.

Can I connect with my current lead tools?

Using our direct connection to MailChimp & Zapier, users can connect an endless selection of lead sources to their Smartr365 account. You can also use our App to collect leads using QR codes and NFC/RFID chips.

Do you have a Client Portal?

Smartr365 prides itself on offering your clients the best experience on the market. Not only do we have a client portal designed to increase conversion & retention rates, we also have a reactive FactFind and, in an industry first, an iOS and Android app!

Can I have a trial of the system?

Smartr365 offers such a broad range of benefits and needs to be custom setup for your requirements. Because of this, we find people need a bit of help at first to get going. Because of this, we don’t offer trials, but we can give you a few hours on a guided demo to make sure it’s the system for you!

Join the revolution...

Over 150 brokers joined Smartr365 last month!

Book your demo now