Transitioning from The Key to CRM Brain
For years, Smart Money People surveys have highlighted a recurring theme…mortgage CRM systems underperform. Brokers have voiced their frustrations loud and clear. Systems are often:
- Too slow
- Outdated and rigid
- Not adaptable or mobile
- Fragmented and disconnected
- Inefficient, requiring too much rekeying
- Difficult to navigate and far from intuitive
In short, everything feels a little… clunky.
Listening to Brokers
Despite these challenges, Mortgage Brain’s The Key has remained a top performer in the Smart Money People tables. But we knew we could do better. Brokers told us what they wanted:
- Innovation and flexibility
- More control – for themselves and their clients
- Customised client experiences
- Connected systems with robust data security
- Accessibility from wherever, whenever
- A platform that helps them work faster, more accurately, and more efficiently
We listened. We innovated. And we delivered.
Introducing CRM Brain
What better way to start the new year than with a new mortgage CRM system? 2026 marks the continued rollout of CRM Brain to existing The Key users. We understand that change can feel daunting.
We get it.
Which is why we’ve worked hard behind the scenes to make the transition as seamless as possible.
Support Every Step of the Way
To make sure you feel confident moving to CRM Brain, we’ve created a comprehensive online resource centre jam packed with support that includes:
- On-Demand Training: Pre-recorded sessions you can access anytime, so learning fits your schedule.
- Explainer Videos: Bite-sized videos that walk you through key functionality.
- Mini Guides: Simple, practical ‘how-to’ guides.
- FAQ Section: Quick answers to the most common questions about CRM Brain and our other integrated modules.
- Dedicated User Live Chat: Get real-time help when you need it.
And that’s not all. We also offer:
- Daily Live Webinars: 10 key topics that we run every week with our experts to walk you through CRM Brain and answer your questions.
- Expanded Customer Success Team: Our team has grown and available via live chat, email, or by phone.
CRM Brain is THE smarter way to work
Faster, more connected, and designed with brokers and their clients in mind.
Are you ready to make the change?
Contact our Intermediary Sales Team
