Smartr365

Mortgage technology CRM and platform Smartr365 unites mortgage advisers and technology to empower better financial decisions and planning for clients. Smartr365 gives clients access to all of their financial data – mortgages / insurance / pensions / investments. The data is Cloud based, with bank grade security, and data can be updated in real-time, notifying all relevant parties simultaneously.

Clients can be paired-up with their existing financial adviser, and have access to the same financial data. Using ‘smart’ data, clients can see the value of their home, mortgage balance and home equity at the touch of a button, along with the relevant mortgage products for their specific circumstances. They will get the advice on their finances 24/7.

The platform features integrations with Experian / HomeTrack / Digidentity / E-Conveyancer integrations, and an auto-email and remortgage feature with Mailchimp. Its lender integrations include some of the biggest banks, including Barclays, Halifax, Leeds, TSB, Accord, and Aldermore.

Smartr365 has been built on Microsoft's Azure PaaS framework. It is designed to integrate seamlessly with all aspects of the 365 solution, including auto-syncing of actions to Outlook, client documentation storage and retrieval via SharePoint.

If clients or advisers want to proceed with new financial products / offerings, this is delivered at the touch of a button, with no downtime nor expensive, aborted transactions.