Mortgage Brokers
Our fully integrated tools allow you to submit business in minutes not hours.
Advise Quickly and Effectively
With In-Built Sourcing, Smartr Talk video calling features, and Task Automations.
Process & Submit Mortgages Directly
We support direct application and one click DIP, meaning no re-keying!
Cross-sell protection/B&C
Increase cross selling and have direct access to client needs with e-conveyancer, Solution Builder and Uinsure integrations.
Analyse & Grow
We offer access to data lakes and in depth analytics with our Power BI integration.
Smartr365 simplifies the process for everyone with the market’s most powerful digital tools
Lead Generation
Verification
Advice
Sourcing
Submission
Our integrations
Our mortgage broker system features a variety of different integrations, all designed to streamline the mortgage process for everyone involved. Check out some of our extras.
Smartr365 can help you to...
Acquire
Helping you get leads using unique QR code campaigns with the HomeBuyer app, and growing your referral network with our Introducer Portal.
Nurture
Our Client Portal with document upload and client FactFind makes it easier than ever to engage with clients. Video call clients for free directly from Smartr365 and drive retention with automated property valuations.
Advise
Easily record client needs and preferences. Reduce your admin with integrated sourcing, criteria and affordability tools. You can also share KFI/ESIS and research with clients via our online document tools.
Apply
Apply to lenders with a single click and avoid re-keying forever! Built-in workflows allow you to manage case conversion across entire teams.
Cross-sell
Refer internally for increased cross-sell of protection and buildings and contents, and track protection cases with our Kanban and Tasks. Direct access to client needs via shared FactFind with detailed protection needs & objectives.
Retain
Retain customers with automated re-mortgage contact and case creation and track your re-mortgage opportunities across a client’s entire portfolio. You can also connect with customers directly via WhatsApp, email or SmartrTalk.
Insights
Get business insights with in-app reporting and dynamic dashboards. With PowerBI build beautiful, customised reports from all your business data. You can even connect PowerBI to software such as Sage or Xero!
Security
Smartr365 has achieved ISO / IEC 27001 certification and is protected with bank grade security. Prevent any risk to your client’s data by using our secure portal to share and acknowledge documents and information from any device.
HomeBuyers
The mortgage process made easy for HomeBuyers
Connect
Not only can clients connect with you instantly through our automated QR code features, they can also have access to their own designated Client Portal and Digital Fact Find.
Retain
We offer automated touchpoints with our HomeTrack integration, meaning clients can stay in touch with you for remortgage opportunities.
Digital Journey
We offer the UK's first completely digital Mortgage journey, With integrations with Experian and Digidentity, clients can submit all of the relevant documentation straight to you.
Give your clients a fully digital journey with HomeBuyer
Straightforward, simple, and powered by Smartr365, HomeBuyer's an app you can trust and one that will transform the way you find, connect to, and give mortgage advice to your customers.
What Exactly is the HomeBuyer app?
HomeBuyer is an app helping brokers find new mortgage customers directly, easily, and efficiently. Connect directly to prospective customers, to give them the advice they need and offer them a smart, digital experience for a speedier, more personalised mortgage process.
With our integrated HomeBuyer Hub, Smartr will even help you automatically generate customised marketing assets to help you drive new leads through to your app!
How does HomeBuyer work?
With HomeBuyer, we’ve made the end-to-end process straightforward and seamless. Let’s see it in action:
One: You generate a QR code or a link from the HomeBuyer portal. This allows people looking for mortgage advice to connect with you and your company directly from anywhere they see it, with a simple scan of the code or click on the link.
Two: You can then pass your QR code or link to introducers including estate agents, solicitors and property developer firms who can display it on all their promotional material. You can display your QR code or link in all your own personalised promotional materials too. That way any customer leads can go directly to you for mortgage help.
Three: The magic of HomeBuyer is its simplicity. Say a house buyer sees a property they love and wants to know if they can afford it. Their estate agent simply shows them your QR code or link. They scan it or click it and you’re connected. It’s good for the customer, the agent and you.
Four: Once the prospect downloads the HomeBuyer app and submits their details, you instantly get a notification.
What's HomeBuyer like from the client's perspective?
When a new client arrives with you via HomeBuyer you can not only help them find the best mortgage deal, but also get their mortgage application processed quicker.
Once connected, a customer can verify their ID and provide you with credit scores and banking information in a way that is packaged up and ready for the lender.
Your client can also monitor their application and after completion, your client can keep an eye on their property valuation and LTV through our home valuation tools.
Finally, you can stay in contact with your customer, helping them with their re-mortgage needs and keeping them loyal to you.
Introducers
Introducers have access to a range of integrations too
Pass more leads
With access to the QR code marketing system, even your Introducers can increase leads.
Real time tracking
With our Introducer portal, your Introducers can access real time tracking and receive notifications too.
Community Marketing tools with Homebuyer
With our QR code technology, even your introducers can access our personalised marketing access to increase lead capture and flow.
Overview of our Mortgage Broker software
