Smartr365 is a mortgage technology CRM and platform designed to empower better decision-making for mortgage advisers and their clients. The platform offers a comprehensive range of features such as access to all financial data in one place, real-time updates, integration with major financial services and streamlined lender integrations. Built on Microsoft's Azure PaaS framework, it aims to seamlessly integrate with all aspects of the 365 solution. The Venture Round investment at 24 March 2022 was led by Legal & General further strengthening its position in the financial services and IT industries. With an impressive track record behind Capricorn Financial Consultancy, the platform is poised to make a significant impact in the industry with its user-centric approach.
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