Just Mortgages is moving to the Smartr365 platform for its CRM and back office systems.
The mortgage brokerage is moving to Smartr365 in order to streamline operations and improve its customer service through technology.
The Smartr365 Fact Find tool empowers customers to complete their own Fact Find, while verifying their ID, address, and income using Experian services integrated within the Smartr365 ‘Homebuyer’ app.
The Smartr365 platform includes direct-to-lender API integrations covering 65% of the mortgage market, including Barclays, Halifax, Nationwide and more.
John Phillips (pictured), CEO of Just Mortgages and Spicerhaart, said: “With over 650 brokers in Just Mortgages now, our needs have changed significantly – and with it our requirements for our CRM and back-office system. With Smartr365, Just Mortgages gains access to a suite of services tailored to streamline our operations and elevate the customer experience.
“The platform’s seamless integration with leading lenders and comprehensive workflow automation aligns perfectly with our commitment to excellence in mortgage advisory services and sits well alongside our dedication to protection, wealth and general insurance advice.”
Conor Murphy, CEO of Smartr365, added: “Just Mortgages is a highly impressive company that has a track record of growing more rapidly than almost any other mortgage broker in the country over the past seven years – and doing so while also keeping standards high.
“The Smartr365 system will help enable Just Mortgages to continue that growth trajectory. It will help to save Just Mortgages brokers’ time, increase efficiency while also making their lives easier. Our partnership underscores our shared commitment to innovation and excellence in mortgage advisory services, ultimately benefiting customers through enhanced efficiency and convenience.”