Fintech platform Smartr365 has introduced a mortgage application processing tool for brokers, called MortgageKanban.

The newly launched platform will enable brokers to manage all mortgage application from start to finish in a visual way.

Besides streamlining the workflow, the platform enables the brokers to manage all cases from a single source.

Smartr365 commercial director Mark McKenna said: “Smartr365 is committed to creating a frictionless, digital mortgage process, and that means giving brokers the tools they need to deliver the best possible service to customers.

“We’ve spent months researching and asking brokers what they would consider the fastest and easiest way to process a mortgage – and this is how our MortgageKanban was created.”

The name kanban is derived from a Japanese word meaning ‘visual signal’ or ‘card’. As the name suggests, the tool segregates the mortgage application process into multiple visual steps called ‘cards’.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

All aspects of the mortgage process including new leads, client meetings, completions and payments are displayed as cards. They will move from left to right signifying the completion of one step.

Additionally, the MortgageKanban will also enable brokers to focus on a specific part of the process through filtering.

The system will also provide automated email notifications, informing about client review meetings as well as generates re-mortgage opportunities for the broker.

McKenna added: “We believe this is one of the most efficient ways to process a mortgage today and is a step towards creating a fully digital mortgage experience – which we feel is going to be possible in the very near future.”