Smartr365 logo — The Mortgage Broker Platform built by mortgage brokers, for...

Smartr365

The Mortgage Broker Platform built by mortgage brokers, for mortgage brokers and their clients

Founded 2016 United Kingdom London, United Kingdom 57 employees Series C+ Total: $13.00M

General Information

Company Name Smartr365
Founded Year 2016
Location United Kingdom London, United Kingdom
Employees 57
Funding Stage Series C+

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About Smartr365

Smartr365, founded in 2016, is a trailblazing platform residing within the converging realms of Financial Services and Information Technology. Headquartered in the United Kingdom, this company has crafted a unique niche with its Mortgage Broker Platform, specifically designed by and for mortgage brokers and their clients.

The platform integrates Microsoft's Azure PaaS framework, ensuring robust, seamless operations across Outlook and SharePoint, while incorporating high-profile integrations, including Experian and HomeTrack. Real-time financial data access and updates fortify its value proposition, accompanied by bank-grade security.

Smartr365 serves as the technology backbone for Capricorn Financial Consultancy, a leading UK mortgage broker. This anchoring relationship underpins its credibility and scalability, having supported over £1 billion lending in 2016.

In its last investment, dated 24 March 2022, Legal & General participated in a Venture Round, further validating Smartr365’s potential and market opportunity in revolutionizing mortgage brokerage through technology.

Business keywords: mortgage broker, CRM platform, cloud-based data, financial advisory, integrated technology, banking integration, PaaS framework, mortgage lending, digital identity, remortgage automation, Microsoft Azure, financial consultancy, data security, mortgage industry disruption

Services & Products

Mortgages
Protection
Administration
SmartrConnect
SmartrRetain
Essential Integrations
HomeBuyer

Target Customers

Mortgage Advisors Estate Agents Home Buyers

Funding Rounds & Investors (4)

View All
Funding Stage Amount Investors Lead Investors Date
Series A Extension £5.00M 2
Pembroke VCT, Smart Currency Exchange
01 Dec 2024
Early VC Undisclosed 1
Legal & General Capital
01 Mar 2022
Series A £7.00M 1
Legal & General Capital
01 Jul 2018
Seed £1.00M 1
Fig
01 Nov 2017

Smartr365 Alternatives & Competitors

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FAQ About Smartr365

The Mortgage Broker Platform built by mortgage brokers, for mortgage brokers and their clients
Smartr365 was founded in 2016.
Smartr365 is headquartered in London, United Kingdom.
Smartr365 has approximately 57 employees.
Smartr365 has completed 4 funding rounds, raising a total of $13.00M. The latest funding stage is Series C+.
Smartr365 offers: Mortgages, Protection, Administration, SmartrConnect, SmartrRetain, Essential Integrations, HomeBuyer.
Top alternatives and competitors to Smartr365 include TravelX, Mopso, DbCom Inc., LensLock, Inc, Team365CRM. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Smartr365 and TravelX are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Smartr365, https://bouncewatch.com/company/smartr365, updated 30 September 2025. When citing, please name BounceWatch and link this page.

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