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Smartr365 unveils API-compatible case management system – exclusive

  • 18/02/2019
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Smartr365 unveils API-compatible case management system – exclusive
Smartr365 has unveiled a workflow and case management tool for brokers to schedule and manage their cases from start to finish.


The MortgageKanban is application programming interface (API) ready, meaning updates from lenders or other connected parties will be automatically fed into client cases.

At present each case needs to be moved along by the broker, but Smartr365 founder and CEO Conor Murphy said the provider was already in talks with several lenders to integrate the functionality.

Murphy (pictured above) told Mortgage Solutions that the system is in its final testing phase and will be released publicly to all Smartr365 users on 18 March.

“We’ve been working on this for two or three years and it fits directly with our long-term vision of doing things automatically,” he said.

“We are working with lenders now to do these updates automatically, that’s the vision and from a technology point it’s far simpler than some of the things we’ve already done.”

The system will also be able to automate updates when cases hit snags, with lender messages for more information or other queries triggering an alert for the broker to take action.



Visual steps

The system breaks down the mortgage application process into a series of visual steps and gives an overview of all client cases, displayed by appropriate status – such as new lead, or application submitted (see screenshot above).

Client cases are then moved once each step is completed.

It also has a filter option to allow brokers to focus on a specific part of the process, for example being able to highlight all clients with a certain lender.

This can then help the broker identify all follow-up work with that lender in one call.

As each case progresses, MortgageKanban triggers certain automations, depending where the case is at in the process, such as automated email notifications or text messages to the broker or client as desired.

Murphy noted that the system would not replace the existing case management system available on Smartr365, allowing brokers to continue using the older one if preferred.

He added that the system was part of the planned four week turnover schedule the software firm has, with a new release, development or update to be released every four weeks.


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