Editor's note: This brief was summarised by The Property AI Newsroom from a report by Mortgage Solutions. Read the original article for full details.
Smartr365 and Just Mortgages Expand Platform Partnership
Smartr365 and Just Mortgages have expanded their platform partnership to include Experian credit reporting, Yoti digital identity, and Smart Currency Exchange. These three services are now available to Just Mortgages’ advisers through the Smartr365 platform.
The integration allows advisers to access credit, identity, and foreign exchange services in one environment, streamlining the transfer of client data and enabling automatic submission into the fact find. Experian credit reporting enables advisers to run full credit checks and review information immediately within the platform.
The Yoti function combines identity verification with anti-money laundering (AML), politically exposed persons, and sanctions screening. This process, which typically takes days, can now be completed in minutes, helping advisers meet compliance obligations with less administration. Clients can verify their identity using their own device.
Smart Currency Exchange allows advisers to refer clients with international deposits directly within the Smartr365 platform, offering fixed exchange rates. Advisers can earn lifetime commission on every successful referral, with commissions averaging from £150 to £200 per transaction.
This expanded partnership aims to provide a seamless, integrated service for advisers, reducing the need for fragmented tools and supporting a more efficient workflow.
Source: Mortgage Solutions