Transform your mortgage business with Smartr365

Grow your mortgage business, improve customer satisfaction, streamline your workflow and increase your profitability with our automated platform.

Behind every great business is a great system. Smartr365 is the cloud-first business management system for mortgage advisors; enabling you to manage your clients, applications, pipeline, protection, introducers and more all in one place.

Your mortgage business, managed.

Smartr365 contains all of the key functionality you need to save you time and increase your sales – and with bank-grade security and intelligent data such as credit checking and Digidentity built in, it delivers everything you need to be a modern mortgage advisor, adding value to your clients every step of the way.

  • A clear dashboard showing an overview of your entire business in one go.
  • API enabled, offering true straight-through mortgage processing – turn 10 hours work into 1 hour.
  • Manage all of your customers securely in one place.
  • Increase your mortgage retention rate from 30% to 85% through automation.
  • Identify additional sales opportunities in your existing client base.
  • Take advantage of all of the best technologies in the industry – in one continuous flow.
  • Increase your average client value, by turning one-off transactions in to long term client relationships.

Manage your client relationship

Increase your average client value and improve long term client retention while reducing your workload.

  • Clients can complete their own online fact find in their own time.
  • All your client data is automatically validated as it is entered using industry leading tools like Mogo and Digidentity.
  • Process mortgage and protection applications with no re-keying of data.
  • Manage your on-going client relationships in an automated manner.
  • Identify and close re-mortgages and cross-sales with little to no work.
  • Generate additional sales opportunities.
  • Credit-check your clients up-front.

Features

Dashboard

See a snapshot report of your business performance and key data around your customers and pipeline in one easy view.

Manage your clients

Store all of your client records with bank-grade security, and automate your relationships to drive re-mortgages and protection sales.

Opportunities

Manage your sales pipeline and new customer acquisitions in one place, enabling you to save time and increase conversion rates.

Mortgage application tracker

Follow the progress of your mortgage applications in one place and provide access to your introducers and solicitors.

Security

With our bank-grade security you can rest assured that your business data is in safe hands and fully GDPR compliant.

Integrated data

Mogo/Digidentity/Credit Checking

With our intelligent data integrations you can validate client data remotely, reducing costly face-to-face meetings.

Calculators

With our interactive calculators you can provide value and conveniance to your customers without losing them to other lenders. Also offers handy additional functionality to your introducers.

Sourcing

Featuring the state-of-the-art Twenty7Tec mortgage sourcing engine. Source 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 on your behalf.

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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