How to Source Mortgage Products in Smartr365
Overview
Smartr365 integrates with up to three mortgage sourcing providers so you can search, compare and import mortgage products directly within the system. You can source products either without a case (Quick Sourcing) or from within a mortgage case.
Available Sourcing Providers
Legal & General Ignite (formerly SmartrFit) — Free sourcing platform with criteria, affordability and product search tools. No licences or subscriptions required.
Sourcing Brain (formerly Mortgage Brain) — Online whole-of-market mortgage sourcing, including second charge products.
Twenty7Tec — CloudTwenty7 platform for searching, applying for and obtaining mortgages.
Quick Sourcing vs Case Sourcing
Quick Sourcing: Start a sourcing session without linking it to a specific case. Click Quick Sourcing in the left-hand navigation menu. You will see a card for each provider enabled for your firm.
Case Sourcing: Source from within a specific mortgage case. Open the case and click the Sourcing tab in the toolbar at the top of the case. Your client and case data can be pre-populated into the provider.
Getting Started
Where to find it: Click Quick Sourcing in the left-hand navigation menu for standalone sourcing, or open a mortgage case and click the Sourcing tab in the toolbar at the top of the case.
Who can access it: Users with the View Sourcing permission (System Administrators, Admin Assistants, Managers and Mortgage Advisers). Twenty7Tec in Quick Sourcing, and the Source new button for Twenty7Tec within a case, are only available to users with a mortgage adviser account.
Before You Start
Each sourcing provider requires initial setup before it can be used:
Legal & General Ignite: Your System Administrator needs to enter your firm's FCA number in Settings > Legal & General Ignite.
Sourcing Brain: Enter your Sourcing Brain credentials in Settings > My Credentials.
Twenty7Tec: Your System Administrator needs to enter your Twenty7Tec identification keys in Settings > Twenty7Tec OAuth.
Tips & Best Practices
When sourcing from within a case, your client details and case data are sent to the sourcing provider automatically, saving you time.
After sourcing, you can import product details and documents directly back into the case.
If a provider card shows Disabled, get more info, hover over the button to see what needs to be set up. Usually the credentials or settings listed above have not been saved yet.
Each provider is enabled for your firm separately, so you may see one, two or all three options. If a provider you expect is missing, contact our support team.
Need More Help?
If you need further assistance, contact our support team through the chat widget or email support@smartr365.com.