The Introducer Portal is your dedicated space in Smartr365 for referring home buyers to mortgage brokers and tracking the progress of your referrals. From here you can generate QR codes and shareable links, add cases manually, monitor the status of every referral you make, and see the commission for each period. The portal offers different options depending on your role.

Log in to Smartr365 using your introducer credentials. You will be taken directly to the Introducer Portal dashboard.

The first time you log in, you will be asked to choose the broker you want to refer leads to. Select a broker from the dropdown list and click Create QR Code. This broker will be set as your default for all future referrals.

You can change your selected broker at any time by clicking on the broker name shown beneath your QR code on the dashboard.

The header bar at the top of the portal gives you access to:

Introducer CEO users can add branches and negotiators by clicking Manage Team in the header, and assign each person one of three roles. The role decides which referrals and commission a user can see:

With your QR code or link: Add your QR code to your marketing materials, property listings or any other relevant place, or click the copy button next to Copy and share this link to share your link. When a client scans the QR code or opens the link, they are guided through a short digital journey where they answer some basic qualification questions. Once they finish, their details are passed directly to the adviser firm, with your firm listed as the introducer.

Manually: Click Add case details manually. In the New Case window, choose the product and whether it is a single or joint application. For a mortgage, also choose the mortgage product type (Residential or Buy To Let); Next stays disabled until you do. Then click Next and enter the client's first name, last name, email address and mobile phone number. Follow the remaining steps to add the case.

The My Referrals section shows a breakdown of your referrals. You can filter by time period, and, depending on your role, by branch, negotiator or broker.

The blue bar shows the total commission for the selected period, along with the number of new leads, leads in progress and completed leads.

The Home Buyers list at the bottom of the portal shows the leads passed to the brokerage firm for the selected period and filters (This Month by default), with the latest case note and the case status.

If you need further assistance, contact our support team through the chat widget or email support@smartr365.com.