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!*
Thursday 12th December – 14:30
Wednesday 5th February – 14:30
Thursday 13th February – 11:00
*FCA registered mortgage brokers only
