Mortgage Brain, the award-winning technology creator for the mortgage industry, has entered into a strategic partnership with Plannr, a CRM and workflow automation platform tailored for the wealth sector, giving Plannr users direct access to Mortgage Brain’s sourcing, criteria, affordability and lender submission technology from within the Plannr system.
As part of the partnership, Plannr will integrate the latest versions of Mortgage Brain’s Sourcing Brain, Criteria Brain and Affordability Brain APIs, alongside Submissions Brain, the tech creator’s digital lender submission API.
Faster mortgage research
With Sourcing Brain, Criteria Brain and Affordability Brain built into Plannr, advisers can search products, check lender criteria and assess affordability without leaving the system they already work in. The first phase of this integration allows advisers to launch Sourcing Brain directly from their client records in Plannr; they can then find a suitable product for their clients and send the selected product and their associated documentation back to Plannr in a couple of clicks. Once the data is back in Plannr, they can then associate the mortgage product to a case and create a proposed mortgage plan from the selected products. This removes the need to switch between platforms or re-key client information, helping advisers reach the right mortgage recommendation more quickly.
Direct submissions to leading lenders
Through Submissions Brain, Plannr users will be able to transfer case data directly into the systems of several of the UK’s leading banks and building societies. By cutting out manual data entry at the application stage, advisers can save significant administrative time and reduce the risk of errors.
Better together
The partnership reflects Mortgage Brain’s continued commitment to working with technology partners, lenders and networks to deliver joined-up solutions that make the mortgage process simpler for advisers and their clients.