Smartr365 platform features

A true end-to-end digital mortgage & protection advice platform

Platform Features
Aquire Customers
Next-generation digital introductions with the HomeBuyer app. Helping you get leads using unique QR code campaigns and growing your referral network with our Introducer Portal.
Nurture Leads
Our best-in-class 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.
Advice Platform
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.
Apple direct to lender
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 products
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 clients
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. No data re-entry for clients, saving everyone time!
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!
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.

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?

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!

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!

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