STAY IN CONTROL

Administration

Make administration easy with integrated communication and follow up, document management and case processing.

Share cases, clients and documents: easily between admins, advisers and clients.

Task Management: Facilitates creation and completion of tasks between advisers and administrators, enhancing workflow efficiency.

Comprehensive Audit Trail: Maintains detailed audit history of all platform activity, ensuring transparency and accountability.

Client-Centric: Promotes client engagement by involving them in the process, fostering better communication and trust.

Robust Reporting: Provides robust reporting capabilities, allowing for data-driven decision-making and performance analysis.

Testimonial

“I have been in the industry for nearly 23 years. Smartr365 has enabled me to streamline the sales process for all of our brokers where you can complete a case in 1 hour and 8 minutes and that's from completing the fact find to full application submission and completing the suitability letter.”

— Barry Webb, CEO at Mortgage Saving Experts

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