In an exciting development for the mortgage technology space, Smartr365 has successfully raised £5 million in funding, marking a significant milestone in the company's mission to revolutionize how mortgage advisers and their clients interact with financial data. Smartr365 is an innovative CRM and platform designed to unite mortgage advisers with cutting-edge technology, empowering clients to make more informed financial decisions regarding their mortgages, insurance, pensions, and investments—all from a single secure, cloud-based location. This new round of funding will be utilized to enhance Smartr365’s capabilities, allowing for further integrations and improvements to its already robust platform. Key features like real-time data updates, seamless collaboration with financial advisers, and powerful integrations with industry leaders such as Experian, Barclays, and Mailchimp will be expanded upon to provide an even richer user experience. Built on Microsoft’s Azure PaaS framework, Smartr365 is tailored to provide unparalleled security and efficiency, ensuring that clients have instant access to their financial data with minimal friction. The platform is currently used by Capricorn Financial Consultancy, one of the largest brokers in the UK, which has seen remarkable growth due to Smartr365’s ability to streamline processes and refine customer interactions. As Smartr365 prepares to extend its services to other major brokerages and networks throughout the UK, this funding will play a vital role in driving innovation and expanding its reach, ultimately bringing simplicity and clarity to the mortgage process for users nationwide. With this new investment, Smartr365 reaffirms its commitment to making mortgages simple, efficient, and accessible for everyone.




