Press Page

30. Digitised data is the way forward

Author: Conor Murphy - Date: 22nd April 2020 - Publication: Mortgage Strategy For brokers big and small, the Covid-19 crisis is posing questions about how to keep business moving when disruption sets in. Many firms are working from home, but this is significantly easier for some than for others. Source: https://www.mortgagestrategy.co.uk/opinion/digitised-data-is-the-way-forward/

29. Working together to stop mortgage fraud

Conor Murphy of Smartr365, Jonathan Evans from Digidentity and Danny Belton at Legal & General Mortgage Club met recently to talk about how to improve the ID verification process when buying a house.

28. ERCs: Understanding the bigger picture is vital for brokers

In the UK there is an emerging trend of consumers being prompted to switch mortgages ‘in-deal’. These prompts may come from a range of sources, and they can sometimes present positive options for borrowers who are coming to the end of their fixed term. However, there is a significant group of borrowers who are being prompted to switch early on in their deal, and this is where problems may arise.

27. The Importance of Constant Evolution

Technology can be one of an adviser’s biggest assets in the mortgage business, and as the market evolves and grows, it’s becoming increasingly vital that advisers are using a tech platform that not only keeps up but provides a real competitive advantage.

26. Upgrading client relationships

With lenders offering direct mortgage switches, brokers must new use tech solutions to engage with customers and explain the value they add.

25. Everything an adviser needs to know about APIs

Application Programming Interfaces, or APIs, are big news in mortgageland right now. APIS enable applications to ‘talk to each other’. This means the speedy and secure transfer of data between different systems and platforms, such as lenders and distributors.

24. Adopting a cloud-based platform

Technology that doesn’t do what it is supposed to do is a curse on modern life. Most of us have had cause to hate our workplace IT solutions from time to time, particularly when it becomes painfully clear that a system’s better days were a long time ago.

22. Ready-made or bespoke?

Make no mistake, change is coming to the mortgage industry. What has been a slow drip in recent years will very soon turn into a tidal wave, and technology will transform the world of mortgages.

21. Why end-to-end solutions matter

Whether a broker has been in business for 10 years or 10 months, it is likely they already have processes in place to manage all their clients and the mortgage application. To a greater or lesser extent, technology will support these activities.

17. Why end-to-end solutions matter

Whether a broker has been in business for 10 years or 10 months, it is likely they already have processes in place to manage all their clients and the mortgage application. To a greater or lesser extent, technology will support these activities.

12. Smartr365 and Twenty7Tec extend strategic partnership

Smartr365 and Twenty7Tec have today announced a long term extension to their existing working relationship. Twenty7Tec’s MortgageSource system remains Smartr365’s preferred mortgage sourcing solution, and is fully integrated within the Smartr365 platform.

7. Smartr365 to integrate SmartrCriteria

9th September 2019 Smartr365 will be integrating Legal & General Mortgage Club’s digital mortgage criteria searching tool, SmartrCriteria. The tool provides brokers with 394,000 criteria outcomes from over 95 lenders to determine the best possible outcome for...

4. Questions to ask when considering the value of a CRM system

14th June 2019 Having a good customer relationship management (CRM) system is a simple way to improve the way a business operates, enabling brokers to collect, access, and use client data effectively in a post-GDPR world. A CRM system captures and digitises client...