Sourcing Brain Training

Free online training sessions for FCA registered mortgage brokers 

Are you ready to transform your business with Sourcing Brain?

Join our free online training session designed specifically for FCA registered mortgage brokers and unlock the full potential of Sourcing Brain software. 

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Why should mortgage brokers attend Sourcing 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 that make Sourcing Brain a game-changer for your business. 

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.

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.

When will the live demos be taking place?

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

Thursday 1st May at 14:30

Tuesday 6th May at 11:00

Tuesday 13th May at 11:00

Monday 19th May at 11:00

Friday 30th May at 14:30

(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.