Mortgage Brain, the leading technology provider for the mortgage industry, is excited to announce the launch of CRM Brain, a cutting-edge SaaS CRM system, designed specifically for mortgage brokers.
CRM Brain offers an innovative, cloud-based solution that simplifies all aspects of mortgage and protection research and recommendation. With the added benefit of direct submissions of decision in principles to several lenders.
CRM Brain has been built from the ground up by a team of industry experts, appointed from lender, broker, fintech and distributor backgrounds, all familiar with the challenges that brokers and networks face in a rapidly evolving mortgage market. The result is a SaaS solution that caters for mortgage brokers, administrators, practice and network principals in a manner that is compliant by design, ensuring that users meet their regulatory requirements.
CRM Brain will sit inside Mortgage Brain Hub, the technology provider’s brand new ‘all-in-one’ integrated mortgage technology platform. Existing users of The Key have started to migrate over to CRM Brain using our data migration tool to ensure a seamless transfer of client data.
A SaaS Solution Built for Mortgage Brokers
CRM Brain is a true SaaS system. Key benefits to users include:
- One single source of data truth, seamlessly connecting with all other Mortgage Brain modules, ensuring data is shared automatically, securely and accurately, across the entire system.
- Accessible to brokers anytime, anywhere, and on any device with no need for additional hardware or software.
- Provides greater flexibility and automatic updates, ensuring brokers always have access to the latest version without disruptions.
- Eliminates the need for repetitive manual data entry and re-keying client information, meaning reduced errors, and valuable time savings for busy brokers.
- One login to access all Mortgage Brain modules.
- Can be used as a standalone CRM system.
Key Features of CRM Brain
Each feature of CRM Brain has been carefully considered to help brokers work smarter, not harder:
- Managing mortgage leads is simple with a centralised dashboard, ensuring no business opportunity or referral is missed.
- Effortlessly integrates with lenders and selected third-party services for sourcing, criteria, AVMs and EPC.
- Instantly connects customers through a secure, user-friendly, customisable, client portal for fact find information, document uploads and application tracking.
- Automatically ensures compliance with pre-populated data fields, configurable section validation, workflows, mandated task completion, and built-in compliance checking functionality for streamlined, accurate data capture and regulatory adherence.
- Adapts workflows to suit individual business needs.
- Securely stores and manages client data.
- Regular automatic software updates, ensuring brokers always have access to the latest features without disruption.
- Significantly reduces administrative burden by automating routine tasks, saving time for busy brokers to focus on client relationships and business growth.
Zahid Bilgrami, CEO of Mortgage Brain
“We developed CRM Brain with one goal in mind – to make life easier for mortgage brokers. Our industry is fast-paced and complex, and brokers need a system that is reliable, secure, and designed with their specific needs in mind. CRM Brain is not just a CRM upgrade; it’s a total transformation. With technology built by a team of industry experts, we’re ensuring brokers have the tools to operate efficiently, remain compliant, and deliver exceptional service to their clients.”
