Smartr365

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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.

Company Details

Employees
55
Founded
-
Address
12 Hammersmith Grove, London,england,united Kingdom
Phone
+44 (0)2 031 110961
Email
sa****@****365.com
Industry
It Services And It Consulting
NAICS
Computer Systems Design and Related Services
Other Computer Related Services
HQ
London, England
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News

Smartr365 Raises £5M to Transform the Mortgage Industry - Proptech Connect

Smartr365 Raises £5M to Transform the Mortgage Industry Proptech Connect

Legal & General invests £3m in lendtech Smartr365 - FinTech Futures

Legal & General invests £3m in lendtech Smartr365 FinTech Futures

Smartr365 develops AI-powered case import feature - mortgagesolutions.co.uk

Smartr365 develops AI-powered case import feature mortgagesolutions.co.uk

Smartr365 automates NatWest mortgage submissions - Mortgage Finance Gazette –

Smartr365 automates NatWest mortgage submissions Mortgage Finance Gazette –

Smartr365 Secures £5 Million Investment to Drive Mortgage Industry Innovation - newscenter.io

Smartr365 Secures £5 Million Investment to Drive Mortgage Industry Innovation newscenter.io

iPipeline integrates with Smartr365 - Mortgage Professional America

iPipeline integrates with Smartr365 Mortgage Professional America

General invests in mortgage broking platform Smartr365 - Legal & General Group

General invests in mortgage broking platform Smartr365 Legal & General Group

Nationwide Building Society launches API integration with Smartr365 - FF News | Fintech Finance

Nationwide Building Society launches API integration with Smartr365 FF News | Fintech Finance

Smartr365 hires head of network and club relationships - Mortgage Professional America

Smartr365 hires head of network and club relationships Mortgage Professional America

Legal & General Ignite freely accessible to Smartr365 users - FT Adviser

Legal & General Ignite freely accessible to Smartr365 users FT Adviser

Howells to join LSL financial services division as MD from Sesame - Health & Protection

Howells to join LSL financial services division as MD from Sesame Health & Protection

‘It’s time for a shake-up’, says Smartr365’s new CCO - Mortgage Finance Gazette –

‘It’s time for a shake-up’, says Smartr365’s new CCO Mortgage Finance Gazette –

Nationwide approves roll out of Experian’s Open Banking solution - Mortgage Strategy

Nationwide approves roll out of Experian’s Open Banking solution Mortgage Strategy

Just Mortgages moves to Smartr365 - mortgagesolutions.co.uk

Just Mortgages moves to Smartr365 mortgagesolutions.co.uk

Smartr365 receives ISO27001 information management security certification - Mortgage Finance Gazette –

Smartr365 receives ISO27001 information management security certification Mortgage Finance Gazette –

Nationwide Building Society launches API integration with Smartr365 - Mortgage Finance Gazette –

Nationwide Building Society launches API integration with Smartr365 Mortgage Finance Gazette –

Smartr365 launches tool to sync proc fees for L&G Mortgage Club members - mortgagesolutions.co.uk

Smartr365 launches tool to sync proc fees for L&G Mortgage Club members mortgagesolutions.co.uk

Exclusive: Smartr365 and The Openwork Partnership announce platform integration - mortgagesolutions.co.uk

Exclusive: Smartr365 and The Openwork Partnership announce platform integration mortgagesolutions.co.uk

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