Smartr365 is an end-to-end mortgage and protection platform that streamlines case workflows, enabling advisors to submit mortgage applications and manage client interactions efficiently through integrated tools. By digitizing the home buying process, it reduces administrative burdens and enhances visibility, allowing users to focus on client relationships and drive growth.
Funding
$20.8M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Mortgage advisors often face challenges in managing complex case workflows, handling client interactions, and ensuring compliance, leading to administrative overhead and reduced efficiency. Fragmented systems and manual processes hinder visibility into the mortgage application pipeline, making it difficult to track progress and identify bottlenecks.
Solution
Smartr365 is a comprehensive mortgage and protection platform designed to streamline the entire mortgage application process, from initial client interaction to final submission. The platform provides integrated tools for managing case workflows, submitting mortgage applications, and analyzing performance, enabling advisors to enhance visibility and save time. By digitizing administrative tasks and automating key processes, Smartr365 allows advisors to focus on building client relationships and driving business growth. The platform also includes features for protection advice, ensuring that clients receive tailored solutions.
Target Audience
The primary target audience includes mortgage advisors, estate agents, and other financial professionals in the UK mortgage market seeking to streamline their operations and improve client engagement.
Features
- Integrated lender submission via SmartrConnect for seamless application processing.
- Automated client communication and follow-up tools for enhanced engagement.
- Document management and case processing capabilities for efficient administration.
- Compliance review tools for sales performance monitoring.
- SmartrRetain feature for automated case updates, property valuations, and remortgage reminders.
- HomeBuyer app providing a digital journey for clients, including ID verification, credit report access, and fact-find completion.
- Integration with industry-leading services to support clients through the home buying process.