Justanupdate
Monday17thFebruary.Thisweek'sheadlines:
FINAL
CALL –
Book your overnight Accommodation for the Lender Fayre!
Booking window will close on the 26th February
Just Mortgages are contributing significantly to the cost making the price to you just £64.00 B&B.
The hotel is The Arden Hotel & Leisure Club. (not to be confused with the Lender Fayre venue, it is NOT the same!). This hotel is a short distance from the Lender Fayre venue and we will be providing shuttle bus transfers to and from the hotel in the evening.
Simply contact The Arden Hotel Reservation hotline on 01675 443221 and quote code GA003105 and request a room for the night of the 2nd April 2025.
Availability is now very limited and with the booking window closing on the 26th February, we strongly encourage you to take this step today if you are attending the Lender Fayre!
Smartr365 – Reminder of features & Testimonials
Here are just a few of the core features:
Smartr Connect
8 high street lenders, all with DIP capabilities, some with full FMA – saving anywhere from 10-30 minutes!
Read more HERE
Smartr Retain
Boost your Remortgage retention rates using automated client touch points including live property valuations and more!
Read more HERE
Client Portal
Ability to share as much or little of the factfind to the portal for your customer to complete and save valuable time. Share and have acknowledged compliance documents and share other key documents and communicate to your client using the portal.
Introducer Portal
Empower your introducers with access to QR code marketing, lead upload and management and real time updates for your introducers.
Read more HERE
Streamlined Workflows
Analyise your performance, save time by automating tasks, send automated updates and much more!
Read more HERE
eConyeyancer Integration
Quote and instruct conveyancing cases without the need to re-key any information all within the comfort of Smartr365! Earn up to £400 per instruction.
Coming Soon – Experian Integration
Roll out will be commencing in just a few short weeks, after which you will have FREE of charge access to this incredible feature! Offering a real time credit report to both you and your customer, the integration will also feed directly into the factfind providing for a full and complete picture of your customers credit history and credit balances – making nondisclosure a thing of the past!
So many of you are loving the many features that Smartr365 provides your business. But don’t just take our word for it, here is what some of you are saying:
Iain Mckechnie
I really like the client portal, it saves me so much time especially now there is no wet signatures required and I don’t start a case until the client has uploaded everything
Joe Childes
'I can now do a remortgage in 10 minutes. Smartr Connect and the Client portal make the whole process so much more slick with the right customers and this is helping me increase my volume but also free up more time.
Rob Davies
‘I'm not sure how I would have coped with the volume of business in January if it wasn't for the client portal. Getting the documents and certain fact find information up front has been a god send'
Improved How to Guides & improved navigation in My Learning Space (MLS)
We have added both brand new modules onto MLS and at the same improved the ease of finding them!
The link to the Smartr folder is here.
Alternatively, you can click on the below images to be taken directly to the individual modules. You can also use the search function within the MLS to find content you are looking for without the need to check through different modules.
