CRM Brain from Mortgage Brain

Your ultimate mortgage management solution

The all-new CRM system from technology expert, Mortgage Brain, has launched to the intermediary market, and we'll be bringing you access at an exclusive discounted rate.

Developed with feedback from customers and industry experts, CRM Brain provides flexible functionality, configured to suit your business needs, offering a holistic and insightful overview of existing customers for a smoother end-to-end sales process for sole and multiple applicants.

Key features:

• Total control: Manage workflows, tasks, roles, and user permissions entirely online, giving firms full control. Configure your CRM system to your business.
• Tailored training: Benefit from training and onboarding designed around your needs via live webinars, bite-size videos, and online guides.
• Business dashboard: See all opportunities from new and existing customers on one comprehensive dashboard.
• User-friendly client portal: Guide customers through tasks, messaging, and case progress tracking with an easy-to-use portal.
• Product research: Automatically connected to our latest and fastest Sourcing Brain solution.
• Data management: Reduce re-keying of data. Clients have a single data record, which can pre-populate seamlessly into other Mortgage Brain solutions and third-party integrations.
• Smart automation: Experience built-in automation with layered workflows and milestones for enhanced efficiency.
• Compliance by design: Protect your clients and your business using in-built compliance features.

To find out more about CRM Brain, submit the form below:

Want to know more?

For more information about our all-new CRM panel, download our FAQs or contact your Regional Key Account Manager.

Download our FAQs