Legal & General Mortgage Services has confirmed the full integration of its mortgage research and sourcing platform, SmartrFit, with customer relationship management (CRM) provider, One Mortgage System (OMS).
The move means that OMS broker users will now have free access to the tool and are not subject to any licence fees or contracts.
When OMS brokers select SmartrFit as their sourcing provider they can access SmartrFit’s forms, which are pre-populated with existing data from within OMS customer records, saving them time that they previously would have spent re-keying data.
The SmartrFit platform provides users with a free and complete sourcing solution, giving them access to criteria, affordability, property check and product sourcing tools. Brokers can easily filter and tailor their search results through the integration and use one or more of the tools in combination when needed. Search results, and any documents generated from within SmartrFit, are also available to view within the OMS system, giving brokers access to full case histories when advising their clients.
SmartrFit displays results from over 130 lenders, both on and off the high street, along with real-time updates to criteria, pricing and products.
Head of product and transformation at Legal & General Technology, Jodie White, commented: “We are delighted to integrate our SmartrFit platform with OMS and support its brokers with all their product sourcing and research needs.
“Ongoing cost of living pressures have meant that brokers are dealing with higher volumes of complex cases, and now that they are able to add expenditure for up to four applicants through SmartrFit, they will be better placed to overcome this issue and simplify processes. Additionally, SmartrFit can cut 41 minutes per case, giving brokers more time back to advise these clients in particularly complex circumstances.”
OMS managing director, Neal Jannels, added: “Our integration with SmartrFit is another way that we’re helping advisers work effectively in our fast-paced market. We hope that the cost and timesaving benefits of SmartrFit will give brokers the tools they need to quickly make the right decisions for their clients.
“We appreciate that there can be obstacles for advisers trying to source the best mortgage for their clients, and with the next Consumer Duty deadline soon approaching, we encourage our users to lean on tools like SmartrFit, and our own CRM system, to do the heavy lifting for them.”
Latest News
Perenna and the long-term fixed mortgage market
Content editor, Dan McGrath, spoke to head of product, proposition and distribution at Perenna, John Davison, to explore the long-term fixed mortgage market, the role that Perenna plays in this sector and the impact of the recent Autumn Budget
The role of the bridging market and technology usage in the industry
Content editor, Dan McGrath, sat down with chief operating officer at Black & White Bridging, Damien Druce, and head of development finance at Empire Global Finance, Pete Williams, to explore the role of the bridging sector, the role of AI across the industry and how the property market has fared in the Labour Government’s first year in office.
NEW BUILD IN FOCUS - NEW EPISODE OF THE MORTGAGE INSIDER PODCAST, OUT NOW
Figures from the National House-Building Council saw Q1 2025 register a 36% increase in new homes built across the UK compared with the same period last year, representing a striking development for the first-time buyer market. But with the higher cost of building, ongoing planning challenges and new and changing regulations, how sustainable is this growth? And what does it mean for brokers?
Does the North-South divide still exist in the UK housing market?
What do the most expensive parts of the country reveal about shifting demand? And why is the Manchester housing market now outperforming many southern counterparts?
In this episode of the Barclays Mortgage Insider Podcast, host Phil Spencer is joined by Lucian Cook, Head of Research at Savills, and Ross Jones, founder of Home Financial and Evolve Commercial Finance, to explore how regional trends are redefining the UK housing, mortgage and buy-to-let markets.
In this episode of the Barclays Mortgage Insider Podcast, host Phil Spencer is joined by Lucian Cook, Head of Research at Savills, and Ross Jones, founder of Home Financial and Evolve Commercial Finance, to explore how regional trends are redefining the UK housing, mortgage and buy-to-let markets.
© 2019 Perspective Publishing Privacy & Cookies
Recent Stories