Case Studies

Discover how mortgage brokers across the UK are transforming their businesses with Smartr365. From efficiency gains to compliance improvements, see real results from real customers who've revolutionized their operations with our platform.

Case Studies

• Latest Calculations Show >12X ROI Using Smartr365
  How a 1-user firm can maximize savings and achieve exceptional ROI - saving 360 hours annually and creating £54,000 in additional capacity.
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• Riach Financial Accelerates Case Turnaround
  How Lee Major uses Smartr365 end-to-end for faster client onboarding, integrated sourcing, and more efficient meetings.
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• SmartrConnect Drives One of the UK's Most Effective Brokers
  Symbiotic relationship helps drive 25-30% YoY growth since 2020 for a London-based mortgage broker with 42 advisors.
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• Adopted By The Biggest Firms… Fast!
  How one of the UK's biggest mortgage brokers onboarded 700 advisors in 5 weeks, saving 13,500 hours in the first month alone.
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New update

Introducing

Real-time mortgage tracking with alerts on tasks and opportunities

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Solutions

• For Advisers
  Comprehensive tools for mortgage advisers

• For Admins
  Streamline administrative processes

• For Managers
  Management tools and insights

• For Networks / Clubs
  Solutions for broker networks

• For Homebuyers
  Tools to help homebuyers navigate mortgages

• For Estate Agents
  Integrate mortgage services seamlessly

• For Homebuilders
  Support new build mortgage processes

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