Re-engage & nuture

SmartrRetain

Boost your remortgage retention, using automated client touchpoints; including case updates, live property valuations, and remortgage reminders.

Unlock retention potential – We know that remortgage business is important, and our SmartrRetain package is a core feature of Smartr365.

Enhanced Retention Rates: Improves remortgage retention rates by up to 50%, optimising client satisfaction and business growth.

Automated Client Communication: Sends regular emails with property valuations through Hometrack’s AVM, enhancing client engagement.

Automatic Remortgage Opportunities: Identifies and initiates remortgage opportunities for completed mortgage cases.

Testimonial

“Smartr has emerged as an outstanding platform, seamlessly serving both our brokerage and our clients. Moreover, it excels in providing timely reminders for milestones, such as impending remortgage dates and dates for case reviews and updates, enhancing our efficiency and client satisfaction.”

— Ethan, Mortgage & Protection Adviser at Tom Garside Financial Services

Book a demo