Smartr365 Finance

Founded in 2016 and headquartered in London, UK, Smartr365 Finance Ltd provides a comprehensive platform designed for mortgage and protection services.Smartr365 is a comprehensive end-to-end mortgage and protection platform designed to connect advisors, estate agents, and home buyers. The core offerings include a streamlined mortgage submission process that allows users to efficiently manage case workflows, as well as tools for performance analysis aimed at driving growth. Their services also encompass digitized protection administration, enabling advisors to capture client demands and needs effectively, process joint applications, and generate integrated quotes. These functionalities not only enhance client-advisor interactions but also facilitate a focus on crafting tailored protection solutions.The revenue structure of Smartr365 is built on subscription-based models for its various services, including its flagship SmartrConnect and SmartrRetain products. These services facilitate integrated communication, document management, and case processing, allowing users to submit mortgage applications and track essential details with ease. The pricing plans are structured to accommodate both individual advisors and larger brokerage firms, creating a B2B environment where partnerships are formed to enhance operational efficiency. Transactions occur as clients engage with the platform to manage their mortgage and protection needs, with fees generated through the use of the software and additional integrations that provide added value to the users. Future growth strategies include the development of new products and expansion into additional markets to enhance their service offerings and customer reach.

1. Angel

   Jul 30, 2018

   Amount

   $3.9M

   Investors

   Locked