Users of Smartr365, the end-to-end mortgage platform, can now analyse their business performance from the platform using the newly launched SmartrInsights feature.
The feature allows firms to process, review and analyse their customer data and lead pipeline.
Alongside the ability to combine Smartr365 data with other sources of information, the integration provides brokers with the ability to directly connect to Microsoft Excel and create personalised business performance reports.
The marriage that will last
Users can also import data from their old systems straight into SmartrInsights for use in improving their business. And, if users wish to leave the platform, they can take their data with them free of charge and in an accessible format.
Conor Murphy, CEO at Smartr365, said: “The launch of SmartrInsights comes at a time of expected activity peaks, aligning to the five-year anniversary of the Buy to Let stamp duty cut and the current stamp duty holiday in place until June.
“This is resulting in a purchase market boom, so this timely integration of Power BI will ensure brokers can effectively capitalise on the remortgaging opportunities and make the most of the heightened interest of buyers.
“Everything we do at Smartr365 is geared towards the creation of a completely frictionless mortgage process. Providing enhanced insights with Power BI benefits brokers, allowing them to analyse their lead pipeline accurately and make the process much more efficient, saving themselves time on everyday activity and increasing their lead conversion. Of course, providing a tailored service will benefit customers too, so ultimately, it’s a win-win situation for all users of Smartr365.”
