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.
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Paua
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Lynch
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Sky blue
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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.