Solutions across the mortgage journey
Our comprehensive platform supports the full mortgage journey from lead capture to completion, giving brokers efficient tools to manage cases, ensure compliance, and deliver a smoother experience for every client.
Direct lender integrations
MAIA \
AI-powered assistant for mortgage advisers
Your intelligent AI assistant that proactively helps manage cases, sends reminders, and automates routine tasks 24/7.
Learn more→](/content/platform/maia/index.html)
HomeBuyer \
Outstanding client experience
Guide first time buyers and movers from affordability through to completion.
Learn more→](/content/platform/homebuyer/index.html)
Protection \
Compare protection policies
Offer life, critical illness, and income protection with ease.
Learn more→](/content/platform/protection/index.html)
Sourcing \
Find the best mortgage
Sourcing the most competitive mortgage deals from across the market to match every client's needs.
Learn more→](/content/platform/sourcing/index.html)
SmartrRetain \
Keep clients engaged
Automates follow ups, reviews and renewals. Stay front of mind, build repeat business.
Learn more→](/content/platform/smartrretain/index.html)
Introducer Portal \
Generate leads from introducers
Capture, track and convert leads within Smartr365. Manage business contacts and tasks.
Learn more→](/content/platform/introducer-portal/index.html)
Documents \
Manage client documents
Collect and manage client documents securely in one place. Simplify onboarding, reduce chasing, and keep every file organised.
Learn more→](/content/platform/documents/index.html)
SmartrConnect \
Submit DIPs and FMAs
Capture FactFind data once and share it seamlessly with lenders through direct submissions.
Learn more→](/content/platform/smartrconnect/index.html)
Smartflow \
Automating workflows for faster cases
Intelligent workflow automation that handles routine tasks, letting you focus on your clients.
Learn more→](/content/platform/smartflow/index.html)
Ready to transform your mortgage business?
Join thousands of mortgage professionals who trust our platform
New update
Introducing
Real-time mortgage tracking with alerts on tasks and opportunities
Solutions
[For Advisers →
Comprehensive tools for mortgage advisers](/content/solutions/advisers/index.html)
[For Admins →
Streamline administrative processes](/content/solutions/admins/index.html)
[For Managers →
Management tools and insights](/content/solutions/managers/index.html)
[For Networks / Clubs →
Solutions for broker networks](/content/solutions/networks/index.html)
Resources
[Case Studies →
Real-world success stories.](/content/case-studies/index.html)
[Videos →
Watch our latest content](/content/campaigns/bucket-list/index.html)
[Integrations →
Our powerful integrations](/content/integrations/index.html)
[Blog →
Industry insights and updates](/content/blog/index.html)
[Team →
Meet our passionate team members.](/content/team/index.html)
Additional Resources
[Help Centre →
Get support and guidance](https://support.smartr365.com/)
[API Docs →
Developer API documentation](https://api.smartr365.com/)
[Company →
Learn about our mission](/content/company/index.html)
[Contact →
Get in touch with us](/content/contact/index.html)
[System Status →
Check our platform status](https://status.smartr365.com/)