Your mortgage business managed
Smart365 delivers time saving tools, greater transparency and powerful insights for a smoother, more efficient business. It adds value for advisors and their clients at every step of the mortgage process.

• Visibility of your entire business with a clear dashboard overview
• API enabled for a true straight-through mortgage process; turn 10 hours’ work into 1 hour
• Manage all your customers securely in one place
• Increase mortgage retention rates from 30% to 85%.
• Identify additional sales opportunities in your existing client base
• Increase average client value
• Take advantage of the best technologies in the industry – and a single continuous workflow

Improve your client relationships

• Let clients complete their own online fact find in their own time
• Automatic validation of client data as it’s entered, with industry-leading tools like Mogo and Digidentity
• Eliminate data re-keying when processing mortgage and protection applications 
• Automate client relationship management
• Identify and close re-mortgages and cross-sales with little or no work
• Generate additional sales opportunities
• Automatic, up-front credit-checks for simpler, more successful applications