Mortgage brokers face numerous challenges daily, such as:
Managing mortgage leads
Tracking client activities
Staying compliant
Delivering accurate results quickly
These demands can be overwhelming, requiring tools that simplify processes and support brokers in providing exceptional client service.
Manage Mortgage Leads Effectively, Retain More Clients, and Simplify Your Workload With CRM Brain
Enter CRM Brain, Mortgage Brain’s brand new mortgage broker CRM – a cloud-based system set to revolutionise brokers’ operations. Developed by our industry experts, CRM Brain is designed to simplify your work day, help you retain more clients, and ensure no business lead is missed. Here’s everything you need to know about CRM Brain, explained in a simple Q& format.
What is CRM Brain?
CRM Brain is a cloud-based mortgage broker CRM system developed from the ground up by Mortgage Brain. It combines lead tracking, direct lender submissions, product sourcing, and client management into one platform. Accessible from any device, it’s designed to make brokers’ work easier and more efficient. It also carries the hallmark of reliability and excellence that Mortgage Brain is known for.
Why replace The Key?
CRM Brain reflects the need for modern, cloud-based systems. As a true SaaS (Software as a Service) system, it allows brokers to work from anywhere, anytime, on any device, offering greater flexibility and convenience.
Will my clients have access to CRM Brain?
Yes!
Your clients can participate in their mortgage application process via a user-friendly client portal. They can:
Input their personal information for mortgages, credit, properties, and dependents.
Upload documents.
Send secure messages.
Track the progress of their mortgage applications in real time.
Clients will feel more in control of their applications, leading to greater satisfaction and more accurate, speedier service overall.
What are the key features of CRM Brain?
Centralised Dashboard: Manage mortgage leads, client files, and tasks in one place.
Client Portal: A secure, easy-to-use platform for customers to contribute data and track progress.
Integrations: Built-in Sourcing Brain, instantly connect with lenders via Submissions Brain and other selected third-parties
Compliance: Built-in features ensure advice meets regulatory requirements.
Workflow Flexibility: Tailor processes to suit your specific business needs.
Data Management: A single client record that pre-populates all data across Mortgage Brain tools.
How is CRM Brain easier to use?
CRM Brain is a mortgage broker CRM system that has been designed by industry experts to be intuitive and user-friendly. The user interface makes it simple to:
Connect files, associated clients, cases, and opportunities.
Automate routine tasks.
Navigate through processes without confusion.
Will I need training?
We’re confident that you will have no problems finding your way around CRM Brain. However, we offer a comprehensive onboarding programme, which will introduce you to all the features and benefits of CRM Brain and help you get the best out of the new system so you can hit the ground running. Your onboarding includes:
Daily live webinars on various topics with live Q&A.
You’ll have access to our Customer Success team via Livechat, email and telephone assistance, and a library of helpful videos and guides. If you need them, regular refresher sessions will also be available.
Is CRM Brain secure?
Yes, data security is a priority at Mortgage Brain. Client data and records are handled securely, and compliance features ensure data accuracy and reliability. CRM Brain has undergone several years of development and intensely rigorous testing to ensure that our data security practices are robust.
Do I need new hardware or software?
No, CRM Brain is entirely cloud-based. You only need an internet connection to log in from any device.
Is CRM Brain adaptable?
CRM Brain is your long-term mortgage broker CRM system. It has been designed to adapt and grow with your business, and it will continue to update and improve to meet industry and market demands.
At Mortgage Brain, we are dedicated to creating technology that empowers brokers to succeed a constantly changing market. We consistently monitor trends and industry changes to ensure our mortgage technology tools remain up-to-date. Read our article, ‘Key Mortgage Technology Trends Shaping the Industry in 2025’, to learn about the top mortgage technology trends we believe will transform the sector this year.
How do I manage user roles and permissions?
Managing roles and permissions for all users is easy with CRM Brain. Accessed via the system settings, users can be assigned single or multiple roles, usually the responsibility of the Principal user. Each role has a variety of permissions enabled including access to view and edit clients, administrative functions, and compliance oversight. The total permissions a user has are a combination of all their assigned roles.
How does CRM Brain help with compliance?
Staying compliant with CRM Brain is straightforward, so brokers need not worry about meeting regulatory requirements.
Reports are generated automatically, pulled back to the client’s file, to provide an instant audit trail.
For example, Configurable Section Validation and Workflows help to ensure all necessary information from a compliance perspective is present, and includes mandated task completion and data capture requirements.
The built-in Compliance Checking functionality is available at compliance team/manager level and allows completion of all compliance checking directly from within the platform.
How does CRM Brain help manage mortgage leads?
Managing mortgage leads couldn’t be easier with CRM Brain. As a SaaS system, it has been designed specifically to help brokers capture mortgage leads and nurture new business. CRM Brain supports lead management by:
Allowing mortgage brokers to create leads from anywhere in the system.
Easy to use dashboard allows efficient management and allocation of leads to boost conversion rates.
Automating future opportunities like mortgage reviews.
How does CRM Brain save time?
There are never enough hours in the day for mortgage brokers to get through their workloads. It’s a challenge we hear about all the time. This is why we created CRM Brain to help support mortgage brokers with admin headaches and other time-consuming tasks. Brokers will benefit from:
Automated workflows to manage repetitive tasks.
The client portal allows customers to provide data and documents directly.
One single source of data truth – once a mortgage broker has created a client record or case information into CRM Brain, it can then be seamlessly shared across all connected systems, reducing duplication and errors.
Take a look at our blog, ‘How mortgage broker tools help brokers work smarter, not harder’ to learn more about how brokers can use Mortgage Brain tech to manage their time more effectively.
What about updates?
CRM Brain updates automatically to ensure you always have the latest features without disruptions.
How does CRM Brain integrate with other systems?
CRM Brain is linked to any other Mortgage Brain tools you subscribe to. They can all be found in the centralised Mortgage Brain Hub dashboard and selected third-party providers. Any case data you capture, whether via CRM Brain or one of the other Mortgage Brain tools, is seamlessly pre-populated across all of your systems. The result is a centralised process for the whole mortgage journey, including:
With real-time reporting, you can track sales pipelines, commissions, and compliance at a glance. This gives you the insights needed to make swift, informed decisions.
Discover how CRM Brain can transform your mortgage business.
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