Features
Smartr365
Mortgage enquiries from your website arrive in Smartr365 as a lead, ready to work.
Filed under Integrations. For Financial services.
What it does
For a mortgage firm running on Smartr365, the website enquiry and the pipeline should be the same thing. This makes them the same thing.
An enquiry comes in on your site and appears in Smartr365 as a mortgage lead with the detail the visitor gave you. Your advisers pick it up where they pick everything else up.
How it works
Connect your Smartr365 account once and it runs. Every enquiry and quote request from your site is delivered as it arrives, with retries if the platform is briefly unreachable.
You'll need
A Smartr365 account, and an administrator who can authorise the connection.
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