🌟 Smartr365 support is all about customer success 🌟 "I have been using Smartr365 for about a month now, I am not very “techy” but have found the system quite easy to use and self-explanatory when I have come across a few issues that I have not quite understood Mickeal is always on hand to help me out, it gives me confidence to know he is just a phone call away if I do need help with anything. I would recommend Smartr365 to any brokers out there to help with time saving and compliance." Penny Smith CeMAP Mortgage and Protection Advisor | Penny Mortgages #CustomerSuccess #Smartr365 #LenderIntegration #MortgageTech #Fintech #Innovation
Smartr365
IT Services and IT Consulting
London, England 2,698 followers
The Mortgage Broker Platform built by mortgage brokers, for mortgage brokers and their clients
About us
Mortgage technology CRM and platform Smartr365 unites mortgage advisers and state-of the-art technology to empower better financial decisions and planning for clients. Smartr365 gives clients access to all of their financial data – mortgages / insurance / pensions / investments – all in one place. The data is Cloud based, with bank grade security. 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 they need on their finances 24/7. The platform's Experian / HomeTrack / Digidentity / E-Conveyancer integrations are powerful features, as is the auto-email and remortgage feature with Mailchimp. Plus streamlined Lender integrations with 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. Smartr365 is the technology behind Capricorn Financial Consultancy, one of the largest brokers in the UK. It has been instrumental in propelling the consultancy as one of the industry’s major players, with more than £1billion of lending in 2016 and £1.4bn forecast for 2017 and will shortly be rolled out to other major brokerages / networks in the UK. We’re here to make mortgages simple.
- Website
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http://www.smartr365.com
External link for Smartr365
- Industry
- IT Services and IT Consulting
- Company size
- 51-200 employees
- Headquarters
- London, England
- Type
- Privately Held
- Founded
- 2016
- Specialties
- Mortgage Technology, Mortgage Broker CRM, and Mortgage Broker Software
Locations
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Primary
Get directions
12 Hammersmith Grove
London, England, GB
Employees at Smartr365
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Benjamin Flint
CxO, Advisor & Mentor | B2B Tech/Data, Marketplaces, SaaS - Fintech, Sports & Entertainment | Legacy in Women's Sport | Veteran
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Conor Murphy
CEO at Capricorn Finance & Smartr365
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Mazhar Ali
Senior Frontend Engineer at Smartr365 | Angular | React | RXJS | Redux | SCSS
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Bryan Kidd
Chief Operating Officer (Interim) at Smartr365
Updates
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2025 Roadmap: Powered by New Investment Exciting times ahead! Our recent fundraise means we can bring you even more game-changing updates, faster than ever. Here’s a sneak peek at what’s coming in 2025 🚀: ✅ Streamlined & Fully Automated Workflows to save you time. ✅ Enhanced Lender & Key Partner Integrations for further automation and seamless Client & Partner communication. ✅ Smarter Technology to boost accuracy and decision-making. ✅ Expanded Services to better support your clients. ✅ User-Centric Enhancements inspired by your feedback. We’re committed to making your work simpler, faster, and more impactful. Stay tuned the best is yet to come! #Innovation #Roadmap2025 #Smartr365 #MortgageTech
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Big News! 🗞️ Advisers deserve great tech and now we are more prepared than ever before. We’re excited to share that Smartr365 has raised £5m in funding to accelerate our growth and drive even more innovation to empower advisers. As highlighted in a article from Mortgage Solutions 📰, this investment will help us deliver even more advanced features and support you with the best mortgage tech on the market. We’re committed to ensuring that advisers have the tools they need to work smarter, not harder. With this funding, we're doubling down on our mission to transform the mortgage experience for both you and your clients. We’re open for business today and ready to show you how Smartr365 can revolutionise the way you do business 🔗Book a demo now and see what’s next for mortgage tech!- https://lnkd.in/e3Q74NV6 #MortgageTech #Innovation #AdviserTech #Smartr365 #MortgageSolutions #FundingNews #SmarterMortgages #BookADemo
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🌟 Smartr365 is all about customer success 🌟 "As a DA firm, we are lucky enough to get to choose the systems and software we use. We trialled many different systems, with a focus on cutting down duplication, having a system that is focused on the mortgage journey, and gives advisers and clients a seamless system to work with. Smartr365 absolutely nails it when it comes to this, it is so easy to use and is constantly being upgraded to make our lives easier." Paul Blake CeMAP Diploma CeRER MLIBF Director & Mortgage Adviser | Sound Mortgages Ltd #CustomerSuccess #Smartr365 #LenderIntegration #MortgageTech #Fintech #Innovation
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A big thank you to Andrew Davidson Mortgage and Protection Adviser for sharing your valuable insights with us! 🙏 Check out how you can also get direct access to over 60% of the UK #lender market with #SmartrConnect! 🚀 Join us on January 16th at 1:30 PM to discover how you can streamline your submissions and amplify efficiency. Register now: https://lnkd.in/euFXjT9q #SmartrConnect #Fintech #LenderAccess #Networking #UKLending #Smartr365 #MortgageTech #LenderIntegration #NatWest
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🚀Jumpstart 2025 with Time-Saving Training Demos! 🚀 Take advantage of the new year to prepare for success and growth it’s the perfect time to set yourself up for success in the new year. 💼 Our upcoming training demos designed to help you streamline your workflow, save time, reduce costs, and stay ahead of the curve in 2025. The webinars listed below will take place online from 1330h to 14:00h (UK time), usually on Tuesdays & Thursdays. Simply click the links below to register... as many as you like! 🗓️Mark Your Calendar (All sessions from 13:30 - 14:00 UK time) 🔹SolutionBuilder Webinar (Source general insurance) - 09 Jan 2025 https://lnkd.in/e5wjysCn 🔹Uinsure Webinar (Source life insurance) - 14 Jan 2025 https://lnkd.in/eTsS-ccZ 🔹eConveyancer Webinar (Instruct conveyancing Solicitors )- 15 Jan 2025 https://lnkd.in/eAjYmwRQ 🔹SmarterConnect Webinar (Faster lender Submission) - 16 Jan 2025 https://lnkd.in/euFXjT9q 🔹Experian Webinar (Automated credit reports)- 21 Jan 2025 https://lnkd.in/eCnNzqiZ 🔹Payment Shield Webinar (Source life insurance) - 23 Jan 2025 https://lnkd.in/ethgdtJD 🔹SmarterConnect Webinar(Faster lender Submission) - 28 Jan 2025 https://lnkd.in/en-UeWuc 🔹SolutionBuilder Webinar (Source general insurance) - 30 Jan 2025 https://lnkd.in/eapTfa2m Let’s make 2025 faster, smarter, and more efficient together. Looking forward to seeing you there! 🌟 #Training #Webinars #Efficiency #2025Success #TimeManagement #Productivity #BusinessGrowth
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🎄 Secret Santa at Smartr365! 🎄 Like a star atop a Christmas tree, our Secret Santa exchange was the perfect way to top off an amazing year! ✨ Our team came together to celebrate the season of giving with thoughtful gifts. It's moments like these that remind us how lucky we are to work with such a wonderful group of people. 🙌 Wishing everyone a joyful holiday season filled with happiness and new memories. Here's to another amazing year ahead! #SecretSanta #TeamSpirit #HolidayCheer #WorkplaceCulture #Smartr365 #FestiveFun #Smartr365hashtag #MortgageTech #Fintech Tags: Ahmed S. Alexander McCallum Bryan Kidd Carl Neale Conor Murphy Luen T. Mickeal Akinsete Nayani Vijayaratnam Supraja Ramanathan Yafet Cole Daksh Parihar Benjamin Flint Larissa Tait
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🚀 Experience Effortless Remortgage Submissions with Smartr365 & NatWest "I just used SmartrConnect to submit a Natwest remortgage application. It was so easy to use and saved us a huge amount of time!" — Barry Marcus, Mortgage & Protection Adviser, The Mortgage Network Ready to experience the ease of Smartr365? https://buff.ly/3A7esgZ #Smartr365 #MortgageTech #LenderIntegration #NatWest #RemortgageMadeEasy #FintechInnovation #CustomerSuccess #Efficiency
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Simplify Your Conveyancing Workflow with the Latest Smartr365 Update! We’ve just gone live with an enhanced eConveyancer integration, making access to their panel of solicitors even easier. Now, with just a few clicks, you can instruct a conveyancing solicitor from their panel: ✅ No More Manual Data Entry ✅ New Features, e.g. a new fixed-fee product for remortgage clients ✅ New Solicitor Ratings for responsiveness You can see how to use this new feature inside Smartr365 during a live webinar. Pre-register now as our last session was oversubscribed! 📅 When: January 15th, 2025 at 13:30 (UK) 📍 Where: Live on Vimeo 👉 Register now: https://lnkd.in/g6XDR966 #Smartr365 #eConveyancer #Integration #Innovation #Conveyancing #DataAccuracy #Webinar #Remortgage #Efficiency #TimeSaving #CommissionGeneration
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❄️ Season’s Greetings from all of us at Smartr365! ❄️🎄 As the holidays approach, our team will be taking a well-earned break 🎅🎁—but don’t worry, there will always be someone available to assist with any complex queries! 📆 Christmas season office hours: • Monday, 23rd Dec: Normal hours (9am–6pm) • Tuesday, 24th Dec: 9am–1pm • Wednesday, 25th Dec: Closed 🎅🎉 • Thursday, 26th Dec: Closed • Friday, 27th Dec: Closed • Monday, 30th Dec: 9am–4pm • Tuesday, 31st Dec: 9am–1pm 🕛 • Wednesday, 1st Jan: Closed 🥂 • Thursday, 2nd Jan: Normal hours (9am–6pm) Thank you for your continued support throughout the year—we couldn’t do it without you! 🫶 From all of us at #Smartr365, have a wonderful Christmas and an amazing New Year!