FS product sales progression & conversion is easy with AppTrack

Smartr365® Cloud based Client Relations Management and Tracking Solution

Smartr365® is a Cloud based Customer Relations Management (CRM) system which is designed by brokers for brokers to make client management and tracking easier and more efficient for your business.
How can Smartr365® benefit you?

*Giving you access to your business and clients at the click of a button from the office, at home or on the move.
*Provides transparency between agents and introducers and within your business.

*Filtering in leads generated by our online mortgage affordability calculator Intellicalc, bringing new business straight into your existing client base ready to contact and track through to completion.

*The simplicity and user friendly interface makes you day to day processing twice as easy  and in half the time.

*Designed by brokers for brokers. Tailored to you. Simplified to make your life easier.

*See your business develop day by day on your home page with our overview features. Tracking your business growth and identifying cross selling opportunities.

*Cloud based making it assessable from anywhere on any device. Check and update client files while on the move. Accessible from home or abroad with no added cost to your business.

*Simple account creation. Can be used by your business tomorrow.

*Updated and secured remotely by OCC. Saving you in house management costs. Compliance certified. Updated for you. Unlimited data storage.

*It is competitively priced, interactive, innovative and constantly improving based on client feedback.
*Unique selling point for your business.
To find out more please contact us via our enquiry link above or email us at team@occfinance.com