CRM Systems

Smartr 365 combines technical expertise with mortgage broker sector knowledge-creating the perfect combination!

We are seriously impressed by their constant innovation and professionalism as a team. You can tell a lot about a company by how a senior management team communicates and Smartr has been first class in their communications and support.

The integrations and automation make mortgage brokers’ lives easier, save brokers time, and enhances the service brokers can provide.

It is hard to see Smartr resting on their laurels and you would expect them to carry on innovating year on year and improving the levels of service, already excellent, consistently.

• Application tracking. Monitor the progress of all mortgage applications from one place and provide access to introducers and solicitors to benefit, too.
• New business. Manage your sales pipeline and new customer acquisitions in one place, enabling you to save time and increase conversion rates.
• Client management. Automate your relationship management for a hassle-free route to more re-mortgages and protection sales.
• Interactive calculators provide value and convenience to customers and prevent losing them to other brokers or lenders. It also offers handy additional functionality for your introducers.
• Working with state-of-the-art sourcing providers, Twenty7Tec and MortgageBrain Anywhere, Smartr365 will find the most appropriate mortgage products for your clients at the touch of a button.
• Automate your client contact and application submissions.
• Mortgage Kanban. Revolutionise your workflow. Kanban mode allows you to clearly view all applications by status, where you can effortlessly update cases with a simple drag-and-drop.
• Do you have a strong web presence – or want to? The SmartrCalc widget allows your website visitors to log themselves as potential clients directly onto Smartr365.
• Legal & General’s SmartrCriteria allows you to perform immediate and accurate criteria searches, to easily find which lenders will accommodate those difficult cases.
• Rather than just storing your case files, Smartr365’s document capabilities provide unlimited cloud storage, from where it is not only easy to access, but can immediately be sent to clients to view or acknowledge.
• Compliance and automation. With Smartr365’s suitability system, you can design your own templates to automatically fill in key information from the Factfind you entered prior. Gone are the days of having to re-enter the lender for every single letter!

• Simple to set up and use.
• Powerful features for a more transparent, automated, and integrated mortgage journey.
• It increases the ease and visibility of the process and helps reveal opportunities to grow your business.
• Saves time.
• Brokers of any size can stay up to date with the latest technology, automation, and integrations.
• Improve the client’s journey.
• More time spent with clients rather than data entry.

The senior management team at Smartr365 has been great to deal with whilst we understood more about their business. They have been really quick to respond to queries with detailed and helpful responses.

When using the platform you benefit from:

• 24/7 support and user feedback.
• Customer Support function. Solve FAQs, share feedback with the team and get information on platform features to ensure you are getting maximum value from Smartr365.
• Live chat with a member of the support team for more specialist help.

Smartr365 help broker and client relationships:

• Let clients complete their own online fact find in their own time
• Automatic validation of client data as it’s entered, with industry-leading tools like Mogo and Digidentity
• Eliminate data re-keying when processing mortgage and protection applications
• Automate client relationship management
• Identify and close re-mortgages and cross-sales with little or no work
• Generate additional sales opportunities
• Automatic, up-front credit-checks for simpler, more successful applications

Iress have grown their presence since 2011 both through acquisitions and organically.  Their software portfolio includes names that many brokers will be familiar with, such as MSO, Xplan Mortgage, Trigold, Lender Connect, and The Exchange, to name but a few!

You can not help but be impressed by their status across the globe.

We really like the concept of the Xplan client portal. The aim is to provide clients with the ability for secure communication efficiently and effectively with their broker including document exchange. If there are documents that need to be uploaded and authenticated, that can be done via the portal, using digital signatures both ways. There’s also the ability for a broker to personalise and brand the portal using a range of templates and website designs that they can then easily align with their own client portal and brand.

We also like the way Iress study the market and publish survey results. Since 2011 Iress has produced mortgage efficiency service reports taking a closer look at the market trends, lender views, and opinions shaping the industry, and how technology continues to underpin the evolution and growth of the UK mortgage market.

Brokers use Xplan Mortgage, Trigold, and The Exchange to source and give advice on mortgage products and protection.

Lenders use the Mortgage Sales and Origination system, MSO, to power either their broker portal or their direct business portal (or both) as well as digital enablement for direct to consumer and backend originations.

• Find the right mortgage and protection for your clients, online anytime.
• Source protection and retirement quotes.
• Daily updates to the sourcing software.
• No rekeying of information.
• Saves time.
• A full audit trail providing better protection for your business.
• Trigold gives you access to intermediary and direct products.

The “Lender Connect” system Iress offer connects a broker’s CRM system to a lender’s portal.

This allows data to pass from a broker’s system to a lender’s without the need to rekey data; then brokers can submit a case and get a decision in principle on a lender’s system.

• Online training
• Email support
• Telephone Support

Iress assists the client journey in a number of ways but one of the crucial features is how clients can upload documents like bank statements, passports, and bills, as well as sign documents electronically.

This streamlines the onboarding process and can accelerate the process and potentially increase conversions of referrals.