How to Use Mortgage Sourcing in Smartr365
Overview
Smartr365 integrates with up to three mortgage sourcing providers to help you find the right mortgage products for your clients. You can source products either from Quick Sourcing (without a case) or from within an existing mortgage case.
Available Sourcing Providers
Sourcing Brain (formerly Mortgage Brain) — Online whole-of-market mortgage sourcing with second charge products
Legal & General Ignite (formerly SmartrFit) — Free sourcing platform with criteria, affordability, and product research tools
Twenty7Tec — CloudTwenty7 platform for searching, applying for, and obtaining mortgages
Getting Started
Quick Sourcing (without a case): Go to Quick Sourcing in the left-hand navigation menu. You will see sourcing cards for each enabled provider.
Case-Level Sourcing: Open a mortgage case, then navigate to the Sourcing tile within the case's Application Services section.
Who can access it: Users with the Sourcing permission (System Administrators, Admin Assistants, Managers, and Advisers). Some providers also require a Mortgage Adviser role.
Tips & Best Practices
If a sourcing card appears greyed out, your firm may not have configured the required credentials. Ask your system administrator to check Settings > My Credentials (for Sourcing Brain) or Settings > Third-Party Credentials (for Ignite and Twenty7Tec).
Using sourcing from within a case pre-populates client data into the sourcing provider, saving you time.
Each provider is independently enabled for your firm — you may see one, two, or all three options depending on your firm's configuration.
Need More Help?
If you need further assistance, contact our support team through the chat widget or email support@smartr365.com.