Free online training sessions for FCA registered mortgage brokers
Every week, we’re running a 30-minute interactive training session to help mortgage advisers like you get the most from Criteria Brain and Affordability Brain – two powerful tools that work seamlessly together to save you time, improve accuracy, and boost client satisfaction.
Are you ready to transform your business with Criteria Brain & Affordability Brain?
Join our free online training session designed specifically for FCA registered mortgage brokers.
Go to event dates
Why should mortgage brokers attend Criteria Brain & Affordability Brain training?
This exclusive training session will give mortgage brokers the tools and knowledge to stay competitive and save time. In this training webinar, you will learn how to streamline your processes, quickly assess affordability, and match clients with the most suitable mortgage options. This training will enable you to make more informed decisions and enhance the client experience, leading to higher satisfaction and increased repeat business.
What you will learn during the free 30 minute live demo
Our expert team will walk you through the key features of Criteria Brain and Affordability – two powerful tools that work seamlessly together to save you time, improve accuracy, and boost client satisfaction.
During the 30-minute live demo, we will demonstrate how to:
- Search over 140,000 criteria from 65+ lenders, in seconds
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Instantly filter based on your client’s unique situation
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Save time comparing complex lending rules side-by-side
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Quickly identify which lenders will accept your case – before applying
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Reduce admin time and cut down on failed applications
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Search by keywords, categories, and exclusions for precision results
- Access affordability with one form using Affordability Brain – the quick, simple, and efficient way to see how much your customers could borrow.
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Get clear, side-by-side results in under 60 seconds
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Submit property, income, debt, and expenditure details all in one go
Engage in a live Q&A session
The Q&A session after the training offers the benefit of personalised support. It gives you the opportunity to ask specific questions and get expert advice. This ensures that you fully understand the training and can apply it effectively to your work.
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When will the live demos be taking place?
The live demonstrations will be taking place on the following dates:
(FCA registered mortgage brokers only).
Don’t miss out, reserve your spot now and take the first step toward a more efficient approach to sourcing.
FAQs
Do I need to be FCA registered to attend?
Yes. Only FCA registered mortgage brokers can attend the free online demonstrations and live Q&A sessions.
What other training events are taking place?
Find a complete list of the upcoming webinars and training sessions on our events page. Here you will also find the available dates for CRM Brain demonstrations.
Can I attend a Sourcing Brain and CRM Brain demonstration?
Yes. All FCA registered mortgage brokers are eligible to attend any of our training webinars.
