SmartrConnect lets you submit mortgage applications directly to supported lenders from within Smartr365, using the data already in your client's Fact Find and mortgage case. Depending on the lender, you can submit Decisions in Principle (DIPs) and Full Mortgage Applications (FMAs) without leaving the platform.
Supported lenders
The lenders you can see depend on what is enabled for your firm, and can include:
NatWest (including NatWest International)
Halifax
Nationwide
Accord Mortgages
Darlington Building Society
Leeds Building Society
TSB
How lenders handle your submission
Depending on the lender, SmartrConnect either returns the result inside Smartr365 or pre-populates the lender's own portal. For a pre-populated submission, Smartr365 passes your Fact Find and mortgage case data to the lender's portal. You then click the link on the result page to open the portal and create the case with the lender. The link expires 3 minutes after it is generated and can be used only once. Each lender's guide below explains which applies.
How to submit a case
Open the client's mortgage case and click the SmartrConnect tab in the toolbar at the top of the case. The tab is available on every page of the case.
SmartrConnect shows the lenders available to your firm as a grid of lender logos. Click the logo of the lender you want to submit to.
The lender's own page opens, for example Apply with Halifax, Apply with Nationwide or Apply with followed by the lender's name. Complete any lender-specific questions. Smartr365 checks that every field the lender needs has been completed and shows you any missing fields before the submission can go ahead.
Tick any declaration shown, then submit using the lender's submit button. The button label varies by lender; where a lender has a guide below, the guide names it.
The result appears on the lender's page once the lender responds. Earlier submissions for the case are listed under Result History, or Application History for Nationwide.
Frequently asked questions
Q: Why is a lender not appearing in SmartrConnect?
A: The lender has not been enabled for your firm. Contact our support team to check your SmartrConnect set-up.
Q: My NatWest FMA submission failed with a product code error. What should I do?
A: NatWest needs a valid lender product code on the case. Source the product again from the case's Sourcing tab, add it to the case, and submit again.
For further information and Support for specific lenders see the guides below.
TSB – Click on this guide link
Accord – Click on this guide link
Leeds Building Society – Click on this guide link
Darlington Building Society – Click on this guide link
Halifax – Click on this guide link
Nationwide – Click on this guide link