Smartr365

Get lead-capture and direct lender integrations all in one place with Smartr365

Smartr365's complete end-to-end mortgage and protection platform connects you with your introducers and home buyers.

Available from PMS at a discounted rate from March 2022, Smartr365 gives you all the tools you need to make mortgages simple for you, your customers, and your introducers. Generate more leads, engage clients earlier and more frequently, and process cases faster than ever- all whilst spending less time on admin, and more on the stuff that matters.

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Mortgages. Made simple.

Giving you everything you need all in one place, with Smartr365 you can focus on your business while the tech handles everything else!

At its heart, Smartr365 is powered by an industry-leading CRM with integrations into all the tools you use today, as well as direct lender applications allowing you to make rekeying a thing of the past.

It’s not just tools for brokers though! Smartr365 also has introducer portals to make it easy to work closer with your partners. For clients Smartr’s ‘HomeBuyer’ suite provides digital tools for consumers including a portal, app and ‘one-click marketing generators’.

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Mortgages made simple for advisers:

Spend your time on the stuff that matters! Smartr365 eliminates rekeying from the mortgage journey with powerful integrations into all the tools you already use. GI, protection, sourcing, affordability & criteria, conveyancing, open banking, digital ID&V and so much more!
Instantly submit to major lenders with a single click.
Collect bank statements and credit reports instantly through Experian and the HomeBuyer app.
Process cases faster than ever with automated workflows, data transfers and notifications.
Switch without the stress thanks to a simplified layout and free training and support.
Migrate all your data in minutes with an integrated data migration tool.

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Mortgages kept simple for advisers:

Generate customised marketing assets in seconds with HomeBuyer Hub.
Full compliance toolkit including case history, hierarchies, and a suitability report generator.
Keep your data secure with bank grade ISO/IEC 27001 certified technology.
Automate your entire remortgage journey with workflows and client emails. Smartr365 will even email your clients their house valuation every 3 months.
Grow your business with a powerful integrated reporting suite
Blend your process with our digital tools! Our apps, factfind and portal can all be used in a variety of ways to support how you want to work and add value to your clients.
Use QR codes and weblinks to bring your digital and print media to life! Providing a way for clients to instantly connect with you and refer your business to their friends and family.

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Mortgages made simple for customers:

Easy to use client portal that works on all devices.
‘Smart’ Factfind which only shows clients questions that are relevant and transfers all the information from previous purchases so they don’t need to rekey either!
Secure document exchanges with date & time stamped acknowledgements.
White labelled client portal connecting clients with brokers and providing one, safe place for all your mortgage and protection information.
No more printing thanks to instantaneous bank statement and credit report sharing with Experian in the HomeBuyer app.
With the HomeBuyer app track your mortgage journey in real-time, verify your ID, complete and share open banking & credit reports, track your home valuation, complete your factfind and eliminate the stress, paperwork and confusion from the mortgage journey!

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Mortgages made simple for introducers:

Track all leads and commission at an individual, branch or group level in real-time.
Instantly pass across mortgage and protection leads.
Generate co-branded marketing assets to automatically connect with consumers both on and offline!
Create custom QR codes to refer business to your broker partners.

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Grow your business with Smartr365’s HomeBuyer Hub

Growing your business in the real world and online can be hard. With Smartr365’s HomeBuyer Hub you can access new designs every month to use anywhere. Simply choose a design and we’ll automatically add your business information, logo and a QR code, we can even add your introducers' information for co-branded assets!

When a client scans the QR code they’ll go through a simple lead journey that gives you all the information you need and gives them access to the HomeBuyer app to have a truly stress-free mortgage journey!