Current Offers

Smartr365 - up to 100% discount

We’ve partnered with Smartr365 to bring advisers access to their complete end-to-end Mortgage and Protection Platform at a discounted rate.

When we surveyed our Directly Authorised members in June 2021, those who responded told us:

  • Reducing time spent completing forms and other administrative tasks was a high priority for their business in the next 12 months (60%)
  • They see technology as a key differentiator for their business (75%)
  • Just under half are not using software to manage their leads and client data (46%)

We know that investing in technology is a big commitment for any business, so we’re offering the Smartr365 platform to existing and new members of mortgage club with a discount of up to 100%, in exchange for providing us with an agreed lending volume. T&C’s apply1

More about Smartr365

Smartr365 offers advisers an end-to-end Mortgage and Protection platform – built to make mortgages simple.

In addition to providing all the usual CRM functionality, the system offers direct lender submissions, automated marketing tools, client and introducer apps, automated re-mortgages and integrations into mortgage research tools including SmartrFit.

Want to know more about Smartr365?

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Smartr365

Something still holding you back...

Why not read our latest guide which explores some of the myths and commonly-held misconceptions we have when it comes to CRM’s. 

 

 

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1Please note the level of discount applied will be subject to advisers meeting the eligibility threshold set by Legal & General, and all advisers who decide to use the incentive will be asked to sign up to a subsidised licence agreement with Legal & General. The agreement will outline terms of business including agreed eligibly thresholds and recoupment of software licence costs by Legal & General, should the thresholds not be met.  For more information please contact us.