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 Sourcing 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 Sourcing Brain & Affordability Brain?
Join our free online training session designed specifically for FCA registered mortgage brokers and unlock the full potential of Sourcing Brain software.
Go to event dates
Why should mortgage brokers attend Sourcing 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.
You can also find helpful tips on how to use Sourcing Brain on our insights page ‘Sourcing Brain Hints and Tips’.
What you will learn during the free 30 minute live demo
Our expert team will walk you through the key features of Sourcing 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:
- Explore new financial products and penetrate untapped markets. With access to over 130 lenders, learn how to tap into a vast spectrum of financial products tailored to various client needs and market demands.
- Simplify the comparison of multiple products. Explore the power of Sourcing Brain’s comparison tool and discover how easy it is to show customers comparisons of monthly payments and overall costs for multiple products.
- Give customers a more accurate idea of their costs. Discover how to use the Browse function to give customers an accurate idea of the cost of their mortgage and the interest rates involved.
- Save time with search filters. We will demonstrate how to use the available filters and set personal preferences. Enabling you to customise your experience to better meet your needs, resulting in faster and more accurate results.
- Access affordability with one form using Affordability Brain – the quick, simple, and efficient way to see how much your customers could borrow.
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).
Wednesday 6th August – 10:00
Wednesday 20th August – 10:00
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.
