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
- sa****@****365.com
- Industry
- It Services And It Consulting
- NAICS
-
Computer Systems Design and Related ServicesOther Computer Related Services
- Website
- smartr365.com
- HQ
- London, England
Smartr365 Questions
Smartr365's helpline number is +44 (0)2 031 110961
Smartr365's website is smartr365.com
Smartr365's LinkedIn profile is https://uk.linkedin.com/company/smartr365
Smartr365 has
55 employees.
View email and phone details for 55
employees at Smartr365.
Smartr365's industry is
IT Services and IT Consulting
Smartr365's top competitors are
Pembroke Vct,
Mortgage Brain,
Sainsbury's Digital, Tech And Data,
Reply,
Twenty7tec,
The Protege Group,
Techlerator,
Treniq,
Capricorn Financial Consultancy,
Service Works Global (Swg).
Smartr365's support email address is sales@smartr365.com
Smartr365's categories are IT Services and IT Consulting
Smartr365's founding year is 2016
