Important:

This article is for information purposes only.

Please remember that financial investments may rise or fall and past performance does not guarantee future performance in respect of income or capital growth; you may not get back the amount you invested.

There is no obligation to purchase anything but, if you decide to do so, you are strongly advised to consult a professional adviser before making any investment decisions.

L&G, Smartr365 come together to simplify application process

mortgages

Advisers using SmartrCriteria or SmartrFit services will now be able to take an application from inception to submission without having to juggle an affordability tool and CRM system

Legal & General and Smartr365 have joined forces to enable single sign-in for advisers using its SmartrCriteria and SmartrFit tools through the end-to-end mortgage platform Smartr365.

The changes are designed to simplify the client application process for advisers using Smartr365.

Advisers using The Club’s SmartrCriteria or SmartrFit services within Smartr365 will now be able to take an application from inception to submission without the need for several separate search windows and without the challenge of juggling an affordability tool and CRM system. Those using the service can switch between the services in just one click, without leaving the Smartr365 platform.

Previously, advisers using the sourcing tools would also have needed a dedicated agency number to process applications; now, any adviser operating with Smartr365 can now use the service whether they are members of Legal & General’s SmartrCriteria/SmartrFit service or not.

Clare Beardmore, head of mortgage transformation and operations at Legal & General, said: We’re committed to developing technology that helps to improve the working capabilities of our intermediary partners. The announcement of today’s partnership with Smartr365 is a first of its kind integration and reflects Legal & General’s objective to provide innovative tools which support the broader industry.

Conor Murphy, CEO at Smartr365, added: We are proud that Smartr365 has a commitment to driving technological innovation throughout the mortgage industry, partnering with the leading providers to give our users the best solutions on offer. The introduction of a single sign-in authentication method in partnership with Legal & General means our users can switch between services with a single click, improving the efficiency of day-to-day operations by removing the need to re-key data. Brokers, lenders and individual borrowers will all benefit from this boost to productivity, making the mortgage journey smoother for all.

Important:

This article is for information purposes only.

Please remember that financial investments may rise or fall and past performance does not guarantee future performance in respect of income or capital growth; you may not get back the amount you invested.

There is no obligation to purchase anything but, if you decide to do so, you are strongly advised to consult a professional adviser before making any investment decisions.