Smartr365

🚨 Last Chance to Secure Your Spot! 🚨 Looking to reach solicitors instantly with minimal effort? Our upcoming webinar is your opportunity to explore our enhanced eConveyancer integration, designed to help you access a panel of expert solicitors with just a few clicks. Let’s demo how it works, and start generating commissions for you right away. 🗓 Webinar Date: January 15th, 2025 ⏰ Time: 13:30 (UK) There are only a few spots left. Register now below before it's too late! 🔗 https://lnkd.in/eAjYmwRQ See you there! 👋 #MortgageAdvice Smoove #Conveyancing #housing #Conveyancers #PropertyLaw #Smartr365

We've got new HomeBuyer templates for you! Head to the HomeBuyer hub to download these moving new illustrated templates, Whether your clients are first-time buyers or looking to upgrade. 🔑🏡 Our marketing assets are here to help you, at no extra cost. You can choose from a range of different designs to suit your needs.🎨✨ If you want to know more about HomeBuyer then head to our website at, https://buff.ly/3A7esgZ or send us an enquiry! #mortgagesmadesimple #HomeBuyer #MortgageAdviser #MortgageBroker #NewHome

💡Complete your Fact-Finds in Hours not Weeks with Smartr365 💡 We understand how painful the #FactFind process can be for you and your clients. It should take hours, not weeks! That’s why we’re excited to share a game-changing update in Smartr365: The "Selective Fact Find".   When you issue one to a client. you can now fully customise which sections they need to fill out, while you keep full control over other critical sections. ✅ Simplified Process: Remove the often overwhelming complexity for a client ✅ Which means a huge time-saving ✅ And Better Compliance: less errors, improved data accuracy And our 1-click Experian integration also pre-populates critical financial data into the Fact Find, saving even more time! Then all this flows into the Client Portal, so clients can track case progress neatly and clearly.   For subscribers, why not issue a customised Fact Find today? Go to a Case Summary page, click the "Issue Client Fact Find" button, and follow the steps. Simple!   For non-subscribers wanting to learn more, Let's chat! 👇 🔗 https://lnkd.in/dxvFR7bT #Mortgage #Fintech #ClientOnboarding #Smartr365 #Efficiency #FactFind #smartr365

🔒 Help Clients Secure Financial well-being with Life Insurance 🔒 As a trusted advisor, you’re focused on securing your clients' financial well-being. With Solution Builder in Smartr365, you can go beyond mortgage advice and offer the protection they need for a secure future. How can iPipeline / Solution Builder help your clients? ✅ Adhere closer to FCA Guidance: Complement your Mortgage advice with Protection advice ✅ Fully Automated Application Process: No need for manual data entry/different logins ✅ Saving More Time: Solution Builder saves 54% of time when compared to traditional portals 📅 Join us on January 9th at 13:00 UK Time for an exclusive webinar hosted by Smartr365, where we’ll show you how to simplify life insurance for your clients. 🚀 Spaces are filling fast—reserve your spot today! 🔗 https://lnkd.in/ePNkpU-Y #LifeInsurance #FinancialSecurity #ClientAdvisors #Smartr365  #FinancialPeace #ClientProtection

🤝 Nurture lasting client relationships effortlessly with SmartrRetain! Unlock retention potential – We know that remortgage business is important, and our SmartrRetain package is a core feature of Smartr365. Book a demo now: https://buff.ly/3A7esgZ #SmartrRetain #ClientEngagement #AutomatedTouchpoints #Smartr365 #MortgageBroker

🌟 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

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  

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

🌟 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

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