At Legal & General, we’re on a mission to help advisers get back to what you do best – advising. That's why we've developed and offer SmartrFit for free to all advisers.
What is SmartrFit?
A free to use mortgage research tool, SmartrFit brings together criteria, an affordability calculator, and products, into one easy-to-use system.
Using SmartrFit helps you identify the most appropriate lender for your client quickly, based on their individual circumstances.
In just one search you can confidently tell your clients the maximum amount they can borrow, likely interest rate and monthly payment. Next, they’ll be empowered to look for their new property in the know.
Using SmartrFit saves advisers 41 minutes per case on average. And by using SmartrFit for just one case per day, advisers can save:
3.5 hours per week
One full month of work per year*
So how is that time saving benefiting advisers?
In a survey undertaken with SmartrFit users in December 2021, advisers told us using SmartrFit helps them...
Work more efficiently
(83% of respondents)
Spend more time advising clients
(69% of respondents)
Spend less time visiting individual lender portals
(77% of respondents)
Calculate early maximum borrowing potential at initial contact
(75% of respondents)
Provide clients with a speedier, more accurate search response
(60% of respondents)
Identify lenders clients may not have considered before
(79% of respondents)
How can I access SmartrFit?
Legal & General provides free access to all advisers. All you need to get started is a Legal & General agency number. You’ll find this on your statements if you sell our protection or later life products, or if you’re a Legal & General Mortgage Club member.
Once you have your agency number, simply register for ClubHub, log in and start using our tools from the main menu bar.
SmartrFit is also available for free from the following partners, with more coming soon:
Our latest feature
We’re delighted to now offer SmartrFit user the ability to produce ESIS and Evidence of Research documents from within Products for residential mortgages.
We’ve worked closely with lenders and advisers to make sure the documents are not only compliant but user friendly to produce.
With access to nearly 60 residential lenders and more coming very soon, including Buy-to-Let, this new feature aims to make SmartrFit a one stop shop for your mortgage research.
Request Access to SmartrFit
Thank you for your interest in SmartrFit, to help us organise access for you, please fill out the form below and our support desk will be in touch
*Research undertaken by Gusto Research in December 2021, with over 300 SmartrFit users (used in last 6 months). Full month based on 137 hours / 19.5 working days over the course of a working year. Assuming an average 40 working weeks in a year, doing 1 case per day, 5-day week, 7-hour day.
Protecting your data
Learn more about how we collect, store and use your personal data in our Data Privacy Notice. This includes information about the General Data Protection Regulation (GDPR) and what it means for you – Privacy Notice.
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