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Smartr365 internal tools dashboard

Smartr365
The first end-to-end platform in the mortgage industry.

This project centred on designing internal tools and workflows that give home buyers a simple, streamlined experience, while enabling mortgage advisors to spend less time on admin and more time providing expert guidance.

  • Paua

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  • Lynch

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  • Sky blue

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Smartr365 advisor tools – dashboard layout
Smartr365 internal tools – detail view

Objectives

Mortgage Advisors

  • Centralise all client and application information in one place.
  • Reduce repetitive admin through streamlined workflows.
  • Surface opportunities within the existing client base.
  • Monitor application progress in real time.
  • Collect and submit client details once, through a unified end-to-end flow.

Home Buyers

  • Easily calculate property costs, including stamp duty and fees.
  • Follow each stage of the mortgage process with clear, real-time updates.
  • Benefit from a simplified, technology-driven journey.
  • Reduce uncertainty with transparent guidance at every key step.

Solicitors

  • Get full visibility of brokers, clients, and ongoing cases.
  • Transform the mortgage journey into a single, connected workflow..
  • Seamlessly collaborate with all parties — buyer, agent, broker, solicitor, and lender.