Client login & working with Willow
Your case.
Your next steps.
Access your case, understand what happens next and stay in touch with the people helping you move forward.
Discover how we work and choose a way to speak with us. Explore your options below →
Existing clients
Continue to your case
Sign in to the Willow client portal to view the case information shared with you.
Open your client portalOpens SmartR365 in a new tab. Use the email address you share with Willow.
Need help accessing your case?The bigger picture
Know what comes next.
From the first conversation to completion, see what Willow takes care of, where we may need your input and how the steps connect.
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Chapters 01–03
Meet & explore
We understand your plans, explore the lending options and explain the choices available to you.
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Chapters 04–06
Prepare & apply
We help organise the information, complete the final checks and prepare your application.
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Chapters 07–09
Checks & completion
We manage lender questions and help coordinate the next steps through to completion.
This illustrates the process. For your current case position, use the portal or speak with your adviser. The steps can vary with your requirement.
A person when you need one
A question about your case?
Need an update, help with access or clarity on the next step? Speak to your adviser directly, or contact the central Willow team.
Call 0207 082 5175 for a time-sensitive question. To arrange a call with your existing adviser, contact them directly; the booking link offers available team appointments.
Keep us up to date
Have your plans changed?
A different property, a change in income or a new deadline can affect the finance. Tell us what has changed so your adviser can review the next steps.
For a review with your existing adviser, contact them directly or ask the central team to connect you. Please flag any deadline.
Keep sensitive information secure. Use email, WhatsApp and the enquiry form for a brief outline. Please do not send identification, bank statements or sensitive financial documents through these routes. Your adviser will explain how to share them securely.
Useful answers
A little help getting started.
I haven’t received access. What should I do?
Contact your Willow adviser or the central team. We can check which email address is associated with your case and help with the next step.
I’m having trouble signing in.
Start with the email address you use with Willow. The SmartR365 sign-in page includes a “Problem logging in?” support link. Contact the Willow team if you are unsure which address to use.
I can’t see the update I was expecting.
Contact your adviser for clarification, especially if you have a deadline or are waiting to take a next step. The journey guide explains the overall process; your adviser can explain your individual case.
My finance has completed. Can Willow help again?
Get in touch if you are planning a move, reviewing your borrowing or considering a new requirement. A brief outline of what you would like to achieve is enough to start.
New to Willow?
Bring us your plans.
Let’s find a way forward.
Buying a home, refinancing, investing or working to a deadline? Start with what you want to achieve—and the circumstances that make it complicated.
We look at how your property, income, assets and timing fit together, then explain the finance options worth considering. You do not need to choose a product or gather every document before we speak.
Your initial conversation, assessment and presentation of appropriate solutions are free, with no obligation. If you choose to proceed, we explain every cost first.
- 01 Tell us your objective and timing.
- 02 Talk through the circumstances that matter.
- 03 Understand what we need to explore next.
A short, non-sensitive outline is enough. We will explain the appropriate secure route for any documents needed later.