Mortgage Brain creates powerful software, data, and analytics that unites lenders, brokers, and aggregators to operate compliantly and efficiently, giving borrowers certainty earlier in their search for a mortgage.
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.
The Key
For over 16 years, The Key has been the trusted backbone of the mortgage industry, supporting over 4000 users. Its straightforward processes enhance efficiency, security, and compliance for your business.
The Key is available to PMS members for £65.00 + VAT per licence.
Stay tuned for the new groundbreaking product, CRM Brain, launching in Autumn 2024. This innovative solution has been designed from the ground up to unlock new opportunities with simple, time-saving features, including a client-facing portal to aid in completing an online fact-find.
At launch, The Key licences will no longer be issued, unless an existing customer wishes to add an additional licence. Existing customers will be contacted when they can migrate to CRM Brain, this includes a licence and transfer of The Key data.
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, dates to attend the Sourcing Brain Training sessions can be found, here. These sessions provide comprehensive training into their product sourcing system, including integrations into Affordability Brain and Criteria Brain.
Mortgage Brain is offering demonstrations of their new product, CRM Brain, which is launching in Autumn 2024. Should you wish to attend one of the sessions, get in touch with the Intermediary team at [email protected]
Contact & Enquiries