Streamline administrative processes

Work smarter with automation that reduces workload and keeps every case on track.

Centralised case visibility

See everything in one place — from application status to adviser workload.

Smartr365 gives administrators complete oversight of all live cases, enabling them to track progress, prioritise work, and resolve issues quickly. Everything updates in real time, removing the need for manual tracking.

Automated communication tools

Save time and reduce missed deadlines with automated workflows.

Set reminders, send follow-ups, and update clients automatically. Smartr365 handles the repetitive tasks so your team can stay focused on higher-value work.

Error prevention and data confidence

Ensure every form, document, and update is accurate from the start.

Smartr365 validates information at every step, ensuring lender requirements are met and submissions go through correctly the first time.

Transparent team coordination

Keep everyone aligned with shared visibility and task management.

Administrators can monitor adviser workloads, see blockers, and adjust priorities — ensuring teams operate efficiently and collaboratively.

Ready to get started?

Join thousands of mortgage professionals already using Smartr365.