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CRM Brain

Our talented team have developed CRM Brain from the ground up over the last 3 years, drawing on the expertise of industry professionals. The result? A truly user-friendly, intuitive, and configurable system that enhances workflow efficiency and flexibility for today’s mortgage advisers.

Free Trial

Total Control

Manage workflows, tasks, roles, and user permissions entirely online, giving firms full control. Configure your CRM system to your business.

Client Portal

With an easy-to-use portal, customers can help complete fact find data, upload documents, send secure messages and track their case progress.

Data Management

Reduce re-keying of data. Clients have a single data record, which can pre-populate seamlessly into other Mortgage Brain solutions and third-party integrations.

CRM Brain Key Features

A true SaaS system. Built by a team of industry experts.

Total control: Manage workflows, tasks, roles, and user permissions entirely online, giving firms full control. Configure your CRM system to your business.
Tailored training: Benefit from training and onboarding designed around your needs via live webinars, bite-size videos, and online guides.
Business dashboard: See all opportunities from new and existing customers on one comprehensive dashboard.
User-friendly client portal: Guide customers through tasks, messaging, and case progress tracking with an easy-to-use portal.
Product research: Automatically connected to our latest and fastest Sourcing Brain solution
Data management: Reduce re-keying of data. Clients have a single data record, which can pre-populate seamlessly into other Mortgage Brain solutions and third-party integrations.
Smart automation: Experience built-in automation with layered workflows and milestones for enhanced efficiency.
Insightful reporting: Utilise pre-built reporting widgets for key insights across pipelines, commissions, and risk.
Compliance by design: Protect your clients and your business using in-built compliance features.

CRM Brain | Single Monitor with CRM Brain new enquiry

“Our experience onboarding to the new CRM Brain software was exceptional, thanks to Niki Cooke and Mortgage Brain for their guidance and support. The live webinar training sessions have been a game-changer. It’s allowed us to get up to speed quickly with the different system features, with real-time answers to our questions and step-by-step walkthroughs that made the transition smooth and efficient. The software is incredibly intuitive, but the personal touch during training sets it apart. We’re already seeing improvements in how we manage customer relationships, and we couldn’t be happier with the support we received!”

Linda Bartlett – The Lytle Group – Mortgage Consultant

Transform your business operations, take a free 30-day trial of CRM Brain today.

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“We are working with the Mortgage Brain team on our transition from The Key to CRM Brain. Their thorough consultation process has helped us map out our mortgage process in detail, ensuring the system is tailored to our specific needs.

“Their expertise and attention to detail give us confidence that our workflow will integrate seamlessly, improving efficiency and enhancing client experiences. We’re excited about the future with CRM Brain and grateful for the professional support we’ve received.”

Heather Wall – Senior Mortgage, Protection & Insurance Consultant
Paul Varney – Senior Mortgage and Protection Adviser
Mortgage Force

testimonials

The Openwork Partnership

David Booth | Mortgage Proposition Manager

“Mortgage Brain has been a trusted partner for sourcing mortgages for a number of years. With Criteria Brain, Affordability Brain and Submissions Brain, advisers have the full tool kit”.”

Mortgage Force (UK) Ltd

Paul Varney

“The single platform allows you the collect your client’s data and then source a mortgage product with ease. In addition, the site has links to the lender’s criteria and affordability calculators.”

Rob Clifford | Chief Commercial Officer

“In addition to Sourcing Brain, we also get access to Affordability and Criteria Brain which are incredibly useful tools and make it easier for brokers to find the best products with confidence.”

Sophie Waugh

“Mortgage Brain’s functions allow us to source deals, view lenders’ criteria, and check affordability making life as a broker so much easier. ”

Stephen Brown | Head of Intermediaries

“Mortgage Brain helped us build our affordability calculator. It has greatly improved our broker journey and allows brokers to quickly compare us against a myriad of lenders.”

The Mortgage Mum

“Criteria Brain, Affordability Brain and Sourcing Brain help our team so much on a daily basis, and most importantly they help our clients. They are easy to navigate and full of information.”

FREQUENTLY ASKED QUESTIONS

If you can't find the answer you're looking for contact us via live chat, email or phone

Can anyone sign up to a free trial for CRM Brain?

How can I see it in action, do you offer demonstrations?

I am currently a user of The Key, can I migrate to using CRM Brain?

What support do you offer?

“Having researched and tested other well-known Mortgage and Protection platforms, we opted for CRM Brain, and we are very glad we did. While other systems gave us the basics and promised that they would go on to develop those parts that we considered missing (“but we are not sure when”), CRM Brain already has the features that the others are still developing. We had been nervous about moving onto a new platform, but Katie and the team provided excellent training and are always there if we have questions.

“They also listen to our suggestions and are quick to integrate new ideas if it will benefit all users. All in all, we cannot recommend CRM Brain and the people behind it enough, and it is definitely worth considering if you are a Mortgage and Protection brokerage looking for the best platform to support your business.”

Stephen Lacovou from Abbeygate Mortgages, part of Simpli Financial Solutions