CRM Brain Demonstrations

Free online CRM Brain demos

Are you ready to enhance your workflow and efficiency with CRM Brain?

Join our free online training session designed specifically for FCA registered mortgage brokers and discover the CRM Brain features that can improve your customer relationships.

Go to event dates

Why should mortgage brokers attend CRM Brain training?

This exclusive training session will give mortgage brokers the tools and knowledge to get up to speed with CRM Brain system features. By attending the training session you will get real-time answers to your questions and step-by-step walkthroughs that make using the software smooth and efficient. You’ll see firsthand how CRM Brain can be used to reduce the re-keying of data, improve client communications and integrate seamlessly with your business.  

Find out exactly how CRM Brain simplifies all aspects of mortgage and protection research in the video below:

What you will learn during the free 30 minute live demo 

Our expert team will walk you through the key features that make CRM Brain a cutting-edge SaaS CRM system.

During the 30-minute live demo, we will demonstrate the following core components and features of CRM Brain:

• Customer engagement – attract, convert and retain more customers.
• Data management – intelligent data collection, single client file, multiple client associations. Capture data once and only once, wherever you are in the process
• Workflow flexibility – helps you focus on completing the right tasks at the right time
• Integrations – sourcing, property, submissions, protection
• Client Portal – speed up the application process through customer collaboration

Engage in a live Q&A session

After the demonstration, you can engage in a live Q&A session with our expert team, ensuring you leave the training with a clear understanding of how to leverage CRM Brain for your specific needs.

When will the live demos be taking place?

The live demonstrations will be taking place on the following dates:

Wednesday 23rd April at 11:00  

Tuesday 29th April at 14:30

Thursday 8th May at 14:30  

Monday 12th May at 14:30  

Wednesday 21st May at 11:00

Thursday 29th May at 11:00

(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 above. 

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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.