ONE-STOP LEARNING
The Smartr365 Customer Success team host regular training sessions so that you, our valued SBG clients, can unlock more value from the platform. We have two available time slots on Wednesdays: 9:30 AM and 1:30 PM, each for a 30- minute session.
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SmartrConnect & Fact Find: Saves you time from DIPs and lengthy FMAs and seamlessly connects you with 65%+ of the UK lending market.
Fact Find - Giving you the control back! You pick the questions you want to send to your clients with our selective Fact Find.
Experian: Brings you 1-click credit reports on your clients, which merge automatically into our Fact Find Provides an accurate, up to date picture including full credit account data, voters’ roll confirmation at address, CCJs, IVA, bankruptcies, and more.
eConveyancer: Designed to help your client access a panel of vetted, expert solicitors with just a few clicks. Referral rewards available.
Paymentshield: Offering 5-star rated insurance, a wide range of insurers, and generous commissions for referrals.
SolutionBuilder: help your clients further by offering Protection guidance to underpin their financial commitments. Referral rewards available.
