SmartrFlow offers a flexible framework, so each firm can build its own bespoke workflow that is aligned to how it operates and integrates with Smartr365’s case management.
Brokers can build custom workflows for residential or buy-to-let (BTL) cases, create task-drive workflows driven by case statuses and roll out updates instantly without disrupting live work.
Users can define tasks and stages that align with their advice process, and these are automatically created when a case is opened.
Advisers are guided step by step and in line with firm standards, with compliance built in. This will ensure consistency across teams.
Smartr365 said it had been inspired by other platforms like Pipedrive and Zoho, so had taken the best of workflow automation and adapted to the real-world needs of mortgage advisers.
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Conor Murphy, CEO of Smartr365, said: “We’re not telling firms how to sell. We’re giving them the tools to automate their way of working – whatever that looks like.
“When you combine that freedom with Smartr365’s automations and integrations, you unlock 10x value.”
Smartr365 recently brought out full automation for all NatWest mortgage submissions, teamed up with Legal & General Mortgage Club and integrated with Smart Currency exchange to streamline transactions with international clients.
It has also launched a general insurance comparison panel with Uinsure and Paymentshield.
