Hints and Tips for Sourcing Brain

Sourcing Brain is filled with features designed to speed up your processes.

You can easily browse through multiple mortgage products with detailed filters, compare different scenarios without needing to re-enter data, and create quick financial graphs for your clients.

With so many valuable tools in this outstanding software for mortgage brokers, it’s easy to miss some of them.

To prevent that, we’re adding helpful hints and tips to ensure you maximise the benefits of Sourcing Brain and improve your customers’ experience.

Demonstrate mortgage overpayment

Visualising the impact of mortgage overpayments helps customers see how extra payments reduce interest costs and shorten the loan term.

This can help motivate customers to pay more than the minimum, aids in better financial planning, and can boost their overall confidence in reaching debt-free status sooner.

Using our built-in graphing feature, you can easily visualise the effects of overpaying on a mortgage for your clients.

Find out how to use our graphing tool in the video below:

Compare mortgage products

With Sourcing Brain, you can compare up to 10 products side-by-side to give clients a clearer picture of their options. 

This enables brokers to demonstrate the impact of different overpayment strategies, loan terms, or interest rates without the need to re-key information multiple times.

Discover how to compare multiple scenarios in our tutorial video below:

Browse mortgage products

Using the Sourcing Brains browsing function, it’s quick and easy to give Give clients an indicative guide to the cost and interest rates of mortgage products. 

It doesn’t matter whether your client is a first-time buyer, remortgager, or buyer to let. There’s a clear list of purchase types, all at the click of a button. 

Discover how to browse and filter products step by step in the video below: