CRM Brain Demonstrations

Free Weekly Demonstrations

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Free 45 minute live demo & Q&A

CRM Brain Deomonstrations \ CRM Brain infographic

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 highly intuitive, user-friendly, client-focused, device-agnostic, and fully configurable system that transforms workflow efficiency and flexibility for modern mortgage advisers.

  • Customer Engagement – Attract, convert, and retain more customers.
  • Client Portal – Enhanced collaboration with your customers.
  • Data Management – Intelligent data collection for maximum efficiency.
  • Workflow flexibility – Customise, control, and optimise your advice processes.
  • Integrations – Connect with all the right tools.
  • Insight and compliance – Leverage real-time data insights.

 

Book your place on one of the dates below!*

Friday 28th March – 11:00

Monday 31st March – 14:30

Tuesday 8th April – 14:30

Thursday 17th April – 11:00

Wednesday 23rd April – 11:00

Tuesday 29th April – 14:30

Thursday 8th May – 14:30

Monday 12th May – 14:30

Wednesday 21st May – 11:00

Thursday 29th May – 11:00

*FCA registered mortgage brokers only

We are here to help you.
If you have any questions contact us