Smartr365 unveils new feature to aid lead conversion

Smartr365 has launched a new feature to its platform in a bid to improve lead conversion and boost broker business performance.

Users of the end-to-end mortgage platform can analyse their business performance from the platform thanks to the SmartrInsights feature, which will allow firms to process, review and analyse their customer data and lead pipeline.

Smartr365 suggested the new feature will give brokers “greater understanding” on which to base their business and strategic decisions and improve the conversion of new leads.

Alongside the ability to combine Smartr365 data with other sources of information, the integration provides brokers with the option to directly connect to Microsoft Excel and create personalised business performance reports. The move also means that users can import data from their old systems straight into SmartrInsights for use in improving their business.
 
Smartr365 CEO, Conor Murphy, said: “The launch of SmartrInsights comes at a time of expected activity peaks, aligning to the five-year anniversary of the buy-to-let stamp duty cut and the current stamp duty holiday in place until June.

“This is resulting in a purchase market boom, so this timely integration of Power BI will ensure brokers can effectively capitalise on the remortgaging opportunities and make the most of the heightened interest of buyers.

“Providing enhanced insights with Power BI benefits brokers, allowing them to analyse their lead pipeline accurately and make the process much more efficient, saving themselves time on everyday activity and increasing their lead conversion.”

    Share Story:

Recent Stories


FREE E-NEWS SIGN UP

Subscribe to our newsletter to receive breaking news and other industry announcements by email.

  Please tick here to confirm you are happy to receive third party promotions from carefully selected partners.


The new episode of The Mortgage Insider podcast, out now
Regional housing markets now matter more than ever. While London and the Southeast still tend to dominate the headlines from a house price and affordability perspective, much of the growth in rental yields and buyer demand is coming from other parts of the UK.

In this episode of the Barclays Mortgage Insider Podcast, host Phil Spencer is joined by Lucian Cook, Head of Research at Savills, and Ross Jones, founder of Home Financial and Evolve Commercial Finance.

Air and the role of later-life lending
Content editor at MoneyAge, Dan McGrath, spoke to the chief executive officer at Air, Will Hale, about the later-life lending industry, the importance of tailored advice and how technology and obligations have shaped the sector.


Helping the credit challenged get mortgage ready
A rising number of borrowers are finding it harder to access mortgages due to being credit challenged - whether that’s from historic debts, a county court judgment, or having little to no credit history.

In the latest episode of the Mortgage Insider podcast, Phil Spencer is joined by Eloise Hall, Head of National Accounts at Kensington Mortgages, and Alastair Douglas, CEO of TotallyMoney.

The future of the bridging industry and the Autumn Budget
MoneyAge content editor, Dan McGrath, is joined by head of marketing at Black & White Bridging, Matt Horton, to discuss the bridging industry, the impact of the Autumn Budget and what the future holds for the sector.