Mortgage Brain and LMS have taken their partnership to the next stage, embedding LMS Select directly within CRM Brain so brokers can quote, instruct and track conveyancing as part of their everyday workflow, with no separate portal to log in to and no re-keying of client data.
The move marks a significant milestone since the two firms first partnered in March 2023, when Mortgage Brain users gained access to LMS Select, the LMS conveyancing quote and instruction platform, opening it up to a user base of around 15,000. Three years on, LMS Select now sits inside CRM Brain itself, turning what began as access to a separate platform into a fully connected part of the broker’s case management.
From access to integration
This new integration means that brokers can now request LMS Select quotes from within CRM Brain, with secure quotes returned in under 30 seconds and displayed side by side so options can be compared before instructing.
Once the broker has reviewed the quote and shared it with their client, they can add any relevant notes for the conveyancer, confirm the client has received the quote and send the instruction straight to LMS, all without leaving CRM Brain or re-keying client details.
The integration covers all four main case types – purchase, remortgage, sale, and combined sale and purchase – so brokers can arrange conveyancing for their clients whatever the transaction.
Referrals tracked automatically
When a conveyancer is instructed, CRM Brain automatically creates a linked conveyancing referral record against the relevant client requirement. This means brokers can track the referral through to completion alongside the rest of the case, rather than managing it manually or in a separate system.
Where a referral fee applies – up to £300 per case through LMS Select – this is also recorded against the referral and can feed directly into the firm’s commission processing, giving brokers a clearer view of the revenue generated from their conveyancing referrals.
Conveyancing managed within the broker workflow
Brokers continue to benefit from the strengths that have underpinned the partnership since 2023, including access to lender approved law firms, progress updates from instruction through to completion, and dedicated support from the LMS Select team. The difference now is that all of this is managed from within the system brokers already use to run their cases.
For clients, the benefit is a quicker, more ‘joined up’ home-buying or remortgage journey, with their broker able to arrange conveyancing at the same time as their mortgage.