Twenty7Tec’s MortgageSource system will remain Smartr365’s preferred mortgage sourcing solution and is fully integrated within the Smartr365 platform.
As part of the new agreement, users of Smartr365 will soon have access to Twenty7Tec’s MortgageApply platform. This will further enhance Smartr365’s offering in the direct-to-lender application submission area of the market.
Conor Murphy, chief executive at Smartr365 (pictured), said: “Streamlining the mortgage sourcing process can save advisers hours of manual work and gives advisers more time to focus on advice.
“Integrating MortgageApply into our platform will give our users access to even more lenders and, alongside our other direct-to-lender integrations, provides advisers with maximum choice in the marketplace.”
Advisers using Smartr365 can obtain accurate, up-to-date results about which mortgage products suit their clients by searching criteria directly within Smartr365. And they can automate population of client data.
Smartr365 will integrate Twenty7Tec’s MortgageApply module to enable the seamless transfer of mortgage application data and documents between intermediary and lender systems.
The integration aims to reduce the need to re-key data, thereby increasing efficiency across the mortgage process.
Phil Bailey, sales and marketing director at Twenty7Tec, added: “Smartr365 is focused on saving time and improving processes for advisers and integrating both our MortgageSource and MortgageApply tools in the Smartr365 platform will benefit intermediaries of all sizes.”