Smartr365 launches new workflow tool

Smartr365 has announced the launch of MortgageKanban, a new mortgage application processing workflow tool.

The system assists brokers in managing mortgage applications by streamlining the process, according to Smartr365.

It adds that MortgageKanban structures the mortgage application process into a series of steps, giving an overview of all client cases, new leads, client meetings, DIPs, mortgage completions and payment of procuration fees.

Smartr365 says that MortgageKanban also provides automated email notifications regarding client review meetings and generates re-mortgage opportunities.

Commercial director Mark McKenna comments: “Smartr365 is committed to creating a frictionless, digital mortgage process.

“We’ve spent months researching and asking brokers what they would consider the fastest and easiest way to process a mortgage.

“We believe this is a step towards creating a fully digital mortgage experience, which we feel is going to be possible in the very near future.”



Legal & General announce £3m Smartr365 investment

Legal & General has announced today that it is investing £3m in Smartr365, a software platform that supplies systems to mortgage intermediaries. Among these services include a fact find, a CRM, verification processes and a customer portal, which typically condense “10 hours of work down to just one hour.” The investment also includes the continued […]


What exactly is a missold mortgage?

There are many breaches that constitute a missold mortgage but the fundamental question is whether people were treated fairly by their adviser or lender. I am looking at complaints that a recommendation was inappropriate for debt consolidation, capital raising, extending the term, affordability, arrears and right-to-buy mortgages. There are many breaches that constitute a missold […]

9 October thumbnail

Johnson Fleming set to host webinar on auditing auto-enrolment schemes

With 23 auto-enrolment compliance notices issued by the Pensions Regulator, and an evolving legislative landscape meaning previously compliant schemes may now be in breach of regulation, now is the time to think about auditing your auto-enrolment scheme. Johnson Fleming is hosting a webinar on 9 October at 11:00 on how to audit your scheme to ensure compliance, avoid breaches and fines and overcome data issues.


News and expert analysis straight to your inbox

Sign up