Mortgage Brain, the award-winning mortgage technology provider, has achieved CPD accreditation from LIBF for its comprehensive range of user training sessions, highlighting the company’s commitment to ongoing adviser development and improved client outcomes.
The CPD-accredited programme consists of 10 modules, delivered both as daily live training sessions and on-demand recordings, and is available exclusively for Mortgage Brain customers via the Mortgage Brain Hub Resource Centre. This flexible approach allows mortgage professionals to learn in a way that suits their working schedules while maintaining continuous professional development.
Designed around real experiences, the scenario-led training sessions span the full mortgage journey, from lead generation and fact find through to sourcing, submissions, and long-term client engagement. The programme includes sessions suitable for a diverse range of mortgage professionals including advisers, case administrators, compliance managers, and firm principals. Users can gain up to 5 hrs 30 mins towards their CPD.
Topics include:
- CRM Brain in Action: The Adviser Journey
- Sourcing & Affordability Masterclass: From Research to Recommendation
- Criteria & Affordability Masterclass: Interpreting Lender Rules and Assessing Borrowing Power
- Protection in CRM Brain: Delivering Complete Client Cover with Confidence
- CRM Brain for Administrators: Improving Efficiency and Case Management
A full list of topics can be found in the ‘About Mortgage Brain’ notes.
Through the accreditation process, LIBF, part of Walbrook Institute London, completed an external, independent review of Mortgage Brain’s learning provision.