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New online platform launched to boost broker business performance

Mortgage platform Smartr365 is giving brokers the chance to analyse their business performance with its new SmartrInsights feature.

The platform allows firms to efficiently process, review and analyse their customer data and lead pipeline, giving them a greater understanding on which to base their business and strategic decisions and improve the conversion of new leads.

Alongside the ability to combine Smartr365 data with other sources of information, the integration provides brokers with the ability to directly connect to Microsoft Excel and create personalised business performance reports.


Smartr365 says thanks to its open data migration model, users can import data from their old systems straight into SmartrInsights for use in improving their business.

If users wish to leave the platform, they can take their data with them free of charge and in an accessible format.

Smartr365 expects this new integration to streamline yet another step in the mortgage journey for brokers and borrowers, with brokers being able to offer a higher level of tailored customer service.

It also offers benefits for back-office operations, supporting compliance and reconciliation processes.

Conor Murphy, chief executive officer at Smartr365, comments: “The launch of SmartrInsights comes at a time of expected activity peaks, aligning to the five-year anniversary of the Buy to Let stamp duty cut and the current stamp duty holiday in place until June.”

“This is resulting in a purchase market boom, so this timely integration of Power BI will ensure brokers can effectively capitalise on the remortgaging opportunities and make the most of the heightened interest of buyers.”

He adds: “Everything we do at Smartr365 is geared towards the creation of a completely frictionless mortgage process. Providing enhanced insights with Power BI benefits brokers, allowing them to analyse their lead pipeline accurately and make the process much more efficient, saving themselves time on everyday activity and increasing their lead conversion.”

“Of course, providing a tailored service will benefit customers too, so ultimately, it’s a win-win situation for all users of Smartr365.”


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