Smartr365

United Kingdom · 51 Employees
Mortgage technology CRM and platform Smartr365 unites mortgage advisers and state-of the-art technology to empower better financial decisions and planning for clients. Smartr365 gives clients access to all of their financial data – mortgages / insurance / pensions / investments – all in one place. The data is Cloud based, with bank grade security. Data can be updated in real-time, notifying all relevant parties simultaneously. Clients can be paired-up with their existing financial adviser, and have access to the same financial data. Using ‘smart' data, clients can see the value of their home, mortgage balance and home equity at the touch of a button, along with the relevant mortgage products for their specific circumstances. They will get the advice they need on their finances 24/7. The platform's Experian / HomeTrack / Digidentity / E-Conveyancer integrations are powerful features, as is the auto-email and remortgage feature with Mailchimp. Plus streamlined Lender integrations with some of the biggest banks, including Barclays, Halifax, Leeds, TSB, Accord, and Aldermore. Smartr365 has been built on Microsoft's Azure PaaS framework. It is designed to integrate seamlessly with all aspects of the 365 solution, including auto-syncing of actions to Outlook, client documentation storage and retrieval via SharePoint. If clients or advisers want to proceed with new financial products / offerings, this is delivered at the touch of a button, with no downtime nor expensive, aborted transactions. Smartr365 is the technology behind Capricorn Financial Consultancy, one of the largest brokers in the UK. It has been instrumental in propelling the consultancy as one of the industry's major players, with more than £1billion of lending in 2016 and £1.4bn forecast for 2017 and will shortly be rolled out to other major brokerages / networks in the UK. We're here to make mortgages simple.

概述

国家 United Kingdom
成立时间 2016
总部 1 queen caroline street, london, greater london, united kingdom
电话号码 +44 20 3111 0900
网站 http://www.smartr365.com
LinkedIn http://www.linkedin.com/company/smartr365
Twitter https://twitter.com/smartr365
Facebook https://www.facebook.com/Smartrplatform
员工数 51
行业 information technology & services,
简介 Digital Mortgage broker platform and CRM software, making mortgages simpler for advisers, introducers and home buyers. CRM system for UK Mortgage Brokers.

技术

Amazon AWS

Hosting

CrazyEgg

Analytics and Tracking

Google Tag Manager

Tag Management

MailChimp SPF

Other

Mailchimp Mandrill

Email Delivery

Microsoft Azure

Hosting

Microsoft Office 365

Other

Mobile Friendly

Other

Outlook

Email Providers

ShareThis

Social Sharing

Varnish

Load Balancers

YouTube

Online Video Platforms

Zendesk

Support and Feedback

常见问题

Smartr365 在哪里?

Smartr365 的总部位于 1 queen caroline street, london, greater london, united kingdom

Smartr365 的电话号码是多少?

Smartr365 的电话号码是 +44 20 3111 0900

Smartr365 的官方网站是什么?

Smartr365 的公司官方网站是 http://www.smartr365.com

Smartr365 是做什么的?

Digital Mortgage broker platform and CRM software, making mortgages simpler for advisers, introducers and home buyers. CRM system for UK Mortgage Brokers.

Smartr365 的业务有哪些?

real estate,insurance,property management,mortgage,enterprise software,software,information technology,mortgage broker crm,mortgage broker software,mortgage technology

Smartr365 的年收入是多少?

Smartr365 的收入是 7000000美元

Smartr365 有多少员工?

Smartr365 有 51 名员工

Smartr365 属于哪个行业?

Smartr365 从事以下行业: information technology & services

Smartr365 使用什么技术?

Smartr365 使用的一些流行技术包括: Amazon AWS,CrazyEgg,Google Tag Manager,MailChimp SPF,Mailchimp Mandrill,Microsoft Azure,Microsoft Office 365,Mobile Friendly,Outlook,ShareThis,Varnish,YouTube,Zendesk

如何联系 Smartr365?

Smartr365 联系信息: 电话号码:+44 20 3111 0900, 网站:http://www.smartr365.com, 邮箱:mor***@***.com

Smartr365 的社交媒体链接是什么?

Smartr365 领英:http://www.linkedin.com/company/smartr365,fackbook:https://www.facebook.com/Smartrplatform,twitte:https://twitter.com/smartr365

Smartr365 是一家上市公司吗?

不是

Smartr365 的最后一轮融资是什么时候?

Smartr365在2022-03-01T00:00:00.000+00:00结束了最后一轮融资,金额达$。

谁投资 Smartr365?

Smartr365 有 4 家投资者,包括 Legal and General、Legal & General、Legal & General、Fig。

员工

Thora Kehoe

Chief Product Officer

David Boateng

Customer Success Executive

Sergiu Mora

Principal Engineer

Maryia Asadchaya

Quality Assurance Engineer

Yafet Cole

Customer Success Executive

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