Smartr365 Success Stories

12th, February 2025

We’ll explore two case studies showcasing the impact of SmartrConnect’s platform for UK mortgage brokers. First, we'll highlight how a London-based firm achieved 25-30% growth since 2020 by streamlining processes and boosting productivity. Then, we’ll look at how one of the UK’s largest brokers onboarded 700 advisors quickly, saving thousands of hours and improving efficiency.

Case Study One

SmartrConnect Drives One of the UK’s most effective brokers
‍Symbiotic relationship helps drive 25-30% YoY growth since 2020‍‍

Overview:​

• A London-based mortgage broker; early adopter of SmartrConnect​
• 42 advisors closing 2,200 cases annually on Smartr365​
• 30% of entire SmartrConnect usage despite representing just 2% of total userbase​
• Self-employed, commission-based advisors use the platform to boost efficiency and client satisfaction​
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Solution & Results:​

• Top-performing advisors are the heaviest users; platform usage = business success​
• Impressive YoY growth since 2020; SmartrConnect credited for business success (See below)​
• Advisors now spend more time on high-value tasks, increasing productivity​

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“It’s an absolute no brainer. I’m pleased to see J*** and J*** as high as they are too as the time saved on laborious tasks is vital in a high volume part of the market like ours” - Senior Adviser & Team Leader

Case Study Two

Adopted By The Biggest Firms… Fast! ​This is how one of the UK’s biggest mortgage brokers came out of the traps flying

Overview:​

• One of the UK’s largest mortgage brokers​
• Struggled with outdated CRM, impacting scalability and efficiency​
• Advisers expected to utilise integrated services ( E.g. Experian, Smoove) i.e. our full platform capability​
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Solution & Results:​

• Onboarded 700 advisors in 5 weeks!​
• 4500+ mortgage cases processed in 1st month​
• @~3 hours time saving per case = 13,500 hours!​
• Annual projected savings of 54,000 hours, and £5.4m in “salary efficiencies”, across entire userbase​

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"We have been using Smartr365 just a few months now but already are seeing significant benefits.  We have been really impressed with SmartrConnect which saves time from having to key a DIP from scratch.  We especially like the client portal and the ability to send as much or as little of the Fact Find to a client. Some other great integrations available, which have all been carefully thought through. Very impressive! " — Head of Mortgages & Protection

In conclusion, SmartrConnect has proven to drive growth and efficiency in the UK mortgage industry. One firm saw 25-30% growth by streamlining processes, while a major broker onboarded 700 advisors quickly, saving thousands of hours. These case studies highlight how the platform enhances productivity and profitability.

Book a demo today to explore how our platform can help you achieve similar results. Book a Demo Now.

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