# In partnership with

## Source, submit & process, all at the touch of a button

Save time, improve accuracy and focus on advice.

### Competitive Edge

Our platform empowers you to process more applications efficiently, giving you a competitive edge in the mortgage market.

### Capture FactFind Data Once

Data can be shared with lenders and avoid re-keying in different portals.

### Seamless DIPs and FMAs

Send applications directly to lenders, saving up to 20 minutes per application. Save up to 1 hour with our fully integrated SmartrConnect.

> "Seamless connectivity between lenders and intermediaries is no longer a nice-to-have – it's a necessity. This integration with Smartr365 reflects our commitment to making mortgage processes faster, smarter, and more transparent for brokers and their clients. By leveraging API technology, we're removing friction from the journey and enabling real-time decisions that improve outcomes across the board. Partnerships like this are pivotal in supporting adviser efficiency and delivering the digital experience today's customers expect."
> 
> **Frances Cassidy** Head of Strategic and Technology Partnerships, Halifax Intermediaries

in partnership with

### Scan to experience

Scan this QR code with your phone to access additional resources and documentation about the Smartr365 and Halifax partnership.

#### Need assistance?

Our team is here to help you get the most out of your Smartr365 platform.

**Email:** [support@smartr365.com](mailto:support@smartr365.com)

**Phone:** Available Mon-Fri, 9am-6pm

## Platform

- [Cases & Clients →](/content/platform/cases-clients/index.html) Manage cases and client relationships
- [Documents →](/content/platform/documents/index.html) Store and manage client documents securely
- [HomeBuyer →](/content/platform/homebuyer/index.html) Fact Find app for clients
- [Connect →](/content/platform/smartrconnect/index.html) Direct access to top lenders
- [Review →](/content/platform/review/index.html) Dedicated area to review mortgage and protection case data
- [Protection →](/content/platform/protection/index.html) Integrated cover within every case
- [Sourcing →](/content/platform/sourcing/index.html) Integrated systems for sourcing
- [Retain →](/content/platform/smartrretain/index.html) Automated touchpoints with clients
- [Search →](/content/platform/search/index.html) Find cases, clients and documents instantly
- [Introducer Portal →](/content/platform/introducer-portal/index.html) Streamlined lead capture and conversion
- [Smartflow →](/content/platform/smartflow/index.html) Automating workflows for faster cases

## New update

Introducing

Real-time mortgage tracking with alerts on tasks and opportunities

[Learn more→](/content/platform/maia/index.html)

## Solutions

- [For Advisers →](/content/solutions/advisers/index.html) Comprehensive tools for mortgage advisers
- [For Admins →](/content/solutions/admins/index.html) Streamline administrative processes
- [For Managers →](/content/solutions/managers/index.html) Management tools and insights
- [For Networks / Clubs →](/content/solutions/networks/index.html) Solutions for broker networks

## Solutions

- [For Homebuyers →](/content/solutions/homebuyers/index.html) Tools to help homebuyers navigate mortgages
- [For Estate Agents →](/content/solutions/estate-agents/index.html) Integrate mortgage services seamlessly
- [For Homebuilders →](/content/solutions/homebuilders/index.html) Support new build mortgage processes

## Resources

- [Case Studies →](/content/case-studies/index.html) Real-world success stories.
- [Videos →](/content/campaigns/bucket-list/index.html) Watch our latest content
- [Integrations →](/content/integrations/index.html) Our powerful integrations
- [Blog →](/content/blog/index.html) Industry insights and updates
- [Team →](/content/team/index.html) Meet our passionate team members.

## Resources

- [Help Centre →](https://support.smartr365.com/) Get support and guidance
- [API Docs →](https://api.smartr365.com/) Developer API documentation
- [Company →](/content/company/index.html) Learn about our mission
- [Contact →](/content/contact/index.html) Get in touch with us
- [System Status →](https://status.smartr365.com/) Check our platform status