Get preferential rates through the Legal & General Mortgage Club
We’ve partnered with Smartr365 to bring advisers access to their complete end-to-end Mortgage and Protection Platform at a discounted rate.
When we surveyed our Directly Authorised members in June 2021, those who responded told us:
- Reducing time spent completing forms and other administrative tasks was a high priority for their business in the next 12 months (almost 60%)
- They see technology as a key differentiator for their business (75%)
- Just under half are not using software to manage their leads and client data (46%)
We know that investing in technology is a big commitment for any business, so we’re offering the Smartr365 platform to existing and new members of mortgage club with a discount of up to 100%, in exchange for providing us with an agreed lending volume. T&C’s apply1
More about Smartr365
Smartr365 offers advisers an end-to-end Mortgage and Protection platform – built to make mortgages simple.
In addition to providing all the usual CRM functionality, the system offers direct lender submissions, automated marketing tools, client and introducer apps, automated re-mortgages and integrations into mortgage research tools including Legal & General Ignite.
Want to know more about Smartr365?
Something still holding you back...
Why not read our latest guide which explores some of the myths and commonly-held misconceptions we have when it comes to CRM’s.
Protecting your data
Learn more about how we collect, store and use your personal data in our Data Privacy Notice. This includes information about the General Data Protection Regulation (GDPR) and what it means for you – Privacy Notice.
1Please note the level of discount applied will be subject to advisers meeting the eligibility threshold set by Legal & General, and all advisers who decide to use the incentive will be asked to sign up to a subsidised licence agreement with Legal & General. The agreement will outline terms of business including agreed eligibly thresholds and recoupment of software licence costs by Legal & General, should the thresholds not be met. For more information please contact us.