Smartr365 unveils new feature to aid lead conversion

Smartr365 has launched a new feature to its platform in a bid to improve lead conversion and boost broker business performance.

Users of the end-to-end mortgage platform can analyse their business performance from the platform thanks to the SmartrInsights feature, which will allow firms to process, review and analyse their customer data and lead pipeline.

Smartr365 suggested the new feature will give brokers “greater understanding” on which to base their business and strategic decisions and improve the conversion of new leads.

Alongside the ability to combine Smartr365 data with other sources of information, the integration provides brokers with the option to directly connect to Microsoft Excel and create personalised business performance reports. The move also means that users can import data from their old systems straight into SmartrInsights for use in improving their business.
Smartr365 CEO, Conor Murphy, 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.

“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.”

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