# 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

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**MAIA** \ 
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AI-powered assistant for mortgage advisers\
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Your intelligent AI assistant that proactively helps manage cases, sends reminders, and automates routine tasks 24/7.\
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Learn more→](/content/platform/maia/index.html)  
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**HomeBuyer** \ 
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Outstanding client experience\
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Guide first time buyers and movers from affordability through to completion.\
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Learn more→](/content/platform/homebuyer/index.html)  
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**Protection** \ 
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Compare protection policies\
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Offer life, critical illness, and income protection with ease.\
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Learn more→](/content/platform/protection/index.html)  
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**Sourcing** \ 
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Find the best mortgage\
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Sourcing the most competitive mortgage deals from across the market to match every client's needs.\
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Learn more→](/content/platform/sourcing/index.html)  
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**SmartrRetain** \ 
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Keep clients engaged\
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Automates follow ups, reviews and renewals. Stay front of mind, build repeat business.\
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Learn more→](/content/platform/smartrretain/index.html)  
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**Introducer Portal** \ 
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Generate leads from introducers\
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Capture, track and convert leads within Smartr365. Manage business contacts and tasks.\
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Learn more→](/content/platform/introducer-portal/index.html)  
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**Documents** \ 
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Manage client documents\
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Collect and manage client documents securely in one place. Simplify onboarding, reduce chasing, and keep every file organised.\
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Learn more→](/content/platform/documents/index.html)  
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**SmartrConnect** \ 
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Submit DIPs and FMAs\
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Capture FactFind data once and share it seamlessly with lenders through direct submissions.\
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Learn more→](/content/platform/smartrconnect/index.html)  
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**Smartflow** \ 
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Automating workflows for faster cases\
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Intelligent workflow automation that handles routine tasks, letting you focus on your clients.\
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Learn more→](/content/platform/smartflow/index.html)

## Ready to transform your mortgage business?

Join thousands of mortgage professionals who trust our platform

[Book a demo](/content/book-a-demo/index.html) [See pricing](/content/pricing/index.html)

New update

Introducing

Real-time mortgage tracking with alerts on tasks and opportunities

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

## Solutions

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

## Resources

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

## Additional Resources

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