Brokers using Smartr365 can now transfer client data from the platform to Halifax when submitting a DIP for single or joint applications. The update also gives brokers the ability to print a DIP certificate for approved mortgages. 

Smartr365 said this would not only streamline the application process, but also reduce the time and effort required by brokers and their clients. The firm claimed this would save an average of 30 minutes per case and minimise errors happening during manual data entry. 

Data can be pre-populated for purchase applications as well as remortgage cases. 

Laura Myers, senior technology lead at Halifax, said: “API integrations are integral to the development of an end-to-end digital home buying experience, with a simpler, slicker process allowing more time for brokers to engage with customers.” 

Conor Murphy (pictured), CEO of Smartr365, added: “We are excited to continue our work with Halifax to enhance the capabilities of our platform. This integration marks a significant step forward in our mission to simplify the mortgage process for brokers and their clients which is available to all users including our major distribution partners Sesame Bankhall Group, Just Mortgages, Openwork and Legal and General.  

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“We are committed to delivering more features and improvements through our ongoing collaboration with Halifax.” 

This comes after Smartr365 announced that its integration with Halifax would extend beyond the DIP stage and cover the whole mortgage application process. 

The firm said these changes would give brokers more value and convenience. 

Earlier this month, Smartr365 announced that brokers could now run credit checks for clients through its partnership with Experian and by using its Open Banking capabilities.