For over three decades, Mortgage Brain has been at the forefront of mortgage technology in the UK, committed to addressing the complexities faced by mortgage intermediaries and lenders.
Serving over 15,000 daily intermediary users, we’re steered by our values of working ‘better together’, with focus on ‘driving change’ and always to ‘do the right thing’.
Our robust offering includes an integrated suite of software sourcing solutions, submissions and CRM. And we’re backed by some of the largest lenders, Barclays, Lloyds Bank, Nationwide Building Society, NatWest Group, and Santander.
Key Features
1. Product Sourcing
2. Criteria Sourcing
3. Affordability Calculator
4. CRM
Overview
Product Sourcing | Sourcing Brain
The premier online product sourcing platform for mortgage brokers. Enhancing efficiency and providing clients with a superior mortgage experience. Sourcing Brain is fast, intuitive, and easy to use. Whether you’re at your desk, at a client’s property, or on the go.
As a web-based solution, Sourcing Brain allows you to source products from over 130 lenders, covering 98% of the industry. Ensuring brokers have access to the best products available.
Sourcing Brain is available at £31.50 + VAT per month, per user. This includes access to Affordability Brain.
Criteria Sourcing | Criteria Brain
Why source criteria one at a time, when you can source up to six simultaneously from over 90 lenders? Criteria Brain is an advanced solution for managing the increasing complexity of mortgage cases.
Offering smart, reliable technology with verified data, enabling mortgage brokers to enhance their speed, efficiency, and client relationships.
Criteria Brain is available at £25.00 + VAT per month, per user. This includes access to Affordability Brain.
Affordability Calculator | Affordability Brain
Introducing a fast and efficient solution for determining your clients’ borrowing capacity. Affordability Brain allows you to complete a single form that seamlessly integrates with multiple lenders’ affordability calculators, delivering comprehensive results in under a minute.
Affordability Brain empowers advisers to provide clients with clear and transparent borrowing potential, leveraging the latest data to manage client expectations efficiently.
Affordability Brain is free for those with Sourcing Brain or Criteria Brain licences.
CRM Brain
Our talented team have developed CRM Brain from the ground up over the last 3 years, drawing on the expertise of industry professionals.
The result? A truly user-friendly, intuitive, and configurable system that enhances workflow efficiency and flexibility for today’s mortgage advisers.
• 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.
• Insightful reporting: Utilise pre-built reporting widgets for key insights across pipelines, commissions, and risk.
• Compliance by design: Protect your clients and your business using in-built compliance features.
Pricing
• Sourcing Brain, Criteria Brain, and Affordability Brain - £44.00 + VAT per month, per user.
• Sourcing Brain, with access to Affordability Brain - £31.50 + VAT per month, per user.
• Criteria Brain, with access to Affordability Brain - £25.00 + VAT per month, per user.
• The Key - £65.00 + VAT per month, per user
Product Support and Demonstrations
Mortgage Brain provide a range of free help and training, to ensure you get the most of their products. Product guides are available to refer to in the Help and Training section of the Mortgage Brain website.
Alternatively, if you would like to attend a live product demonstration of Sourcing Brain, please click here. These sessions provide comprehensive training into their product sourcing system, including integrations into Affordability Brain and Criteria Brain.
Mortgage Brain is offering weekly demonstrations of their brand new product, CRM Brain, to book a 60-minute live demo, please click here.
Contact & Enquiries