Smartr365 simplifies the process for everyone with the market’s most powerful digital tools
Lead Generation
Verification
Advice
Sourcing
Submission
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.
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!
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.
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.
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 £120 including your sourcing, Experian and Solution Builder is what you can expect.
Data migration with Smartr365 is really simple. From the backend of your platform simply head to 'data import'. Here you can download a CSV sheet to fill with your old information and then upload. Our validation tools will even let you know if there's any errors before you upload!
We currently have industry leading integrations with Barclays, Halifax, TSB, Leeds, Aldermore and Accord. We’ve also got more coming soon!
We work with Sourcing 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.
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.
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
Using our direct connection to MailChimp, 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.
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!
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!