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HomeBuyer app and Create QR code [Release 1.11]
HomeBuyer app and Create QR code [Release 1.11]
Updated over 4 months ago

Grow your business with the HomeBuyer app from Smartr365!

HomeBuyer mobile app

Smartr365 has launched its new, industry-first HomeBuyer app for borrowers and introducers.

HomeBuyer is guaranteed to make lead acquisition easier and faster for brokers, putting them in clients’ pockets so they can take all of the benefits of Smartr365 on the move.

From today, brokers and introducers using the Smartr365 platform can generate QR codes and weblinks unique to their firm at no additional cost. These codes will be shared with home buyers, allowing them to download the HomeBuyer app and remotely enter all necessary details for the lead.

Client data is then seamlessly shared from the app with the broker and introducer, allowing them to work effortlessly on the case via the Smartr365 platform.

New Introducer Portal with Custom QR Code Creation

Smartr365 believes in connecting all players in the mortgage industry, including your Introducers. Grow your introducer network and increase your lead acquisition when they use our new Introducer Portal to refer cases instantly.

The Portal lets introducers:

  • Access a custom QR code

  • Scan directly, email or text link to refer the home buyer

  • Remove re-keying of information

  • Get instant updates on case progression for Introducers

  • Add context with a Introducer specific note set by the adviser/admin

  • Remove manual reporting of case conversion

  • Track number of leads, and agent commission/fees earned

  • Use on the go. Mobile, ipad and desktop friendly

  • Place QR codes on emails, web campaigns and more

Updates to the Introducer Settings screen are coming shortly which till make adding and managing introducers even easier.

Other enhancements

Other enhancements in this release include:

  • Smartr365 is integrated with eConveyancing for solicitor quotes. We have added update for limited company quotes, a tweak to our save and redirect option (link to eConveyancer from within a case) and mapping through the lead amount for remortgages.

  • We have added a new filter to the Cases and Kanban screens for the Follow Up date.

  • The Smartr365 to Halifax integration will check for null income records prior to sending to Halifax.

  • Bug fix on the Mortgage written and completed reporting, specifically for remortgage cases with additional funds.

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