Our talented team have developed CRM Brain from the ground up, drawing on the expertise of industry professionals. The result? A truly user-friendly, intuitive, and configurable mortgage broker CRM system that enhances workflow efficiency and flexibility for today’s mortgage advisers.
CRM Brain is the next-generation SaaS CRM for mortgage brokers from Mortgage Brain. Built by industry insiders to help firm principals and mortgage advisers save time, stay compliant, and grow their business.
Control
Take back control
Manage tasks, roles, and user permissions entirely online with ease. Give your firm complete control over access and responsibilities, streamline team workflows, and ensure the right people have the right level of visibility, whenever they need it.
Get up and running quickly with mortgage broker training and onboarding tailored to your needs. Join live webinars, access bite-size videos, and explore easy-to-follow online guides, so you and your team can build confidence fast and get the most out of the platform from day one.
Give your customers a seamless digital experience with an intuitive, easy-to-use portal. They can help complete mortgage fact-find details, upload documents, send secure messages, and track their case progress in real time, keeping everything moving smoothly and reducing back-and-forth.
Provide introducers with a smooth, hassle-free way to register, create leads, and track progress, all from any device. Keep everything connected and up to date, making it easier to collaborate, respond faster, and never miss an opportunity.
Seamlessly connect to our latest and fastest Sourcing Brain module automatically. Access powerful, real-time sourcing capabilities without any extra setup, so you can work faster, stay up to date, and find the best options with ease.
Eliminate time-consuming re-keying with a single, central client record. Data flows seamlessly across Mortgage Brain solutions and third-party integrations, keeping everything consistent, accurate, and effortlessly up to date.
Unlock instant visibility with pre-built reporting widgets that surface key insights across your pipelines, commissions, and risk. Turn data into action quickly, spot opportunities sooner, and stay in control of performance at a glance.
Protect both your mortgage clients and your business with powerful built-in compliance features. Stay aligned with regulations, reduce risk, and ensure every step of your process is secure, consistent, and fully auditable.
“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. They have allowed us to get up to speed quickly with the different system features, providing 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
Find out how you can transform your business operations with CRM Brain.
“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
FAQs
Frequently Asked Questions
If you can't find the answer you're looking for contact us via live chat, email or phone.
Yes. As an existing customer we are migrating all users of The Key over to CRM Brain. Please contact our Intermediary Sales team via [email protected].
We’re here whenever you need us, with expert support built around how you work:
Live demos – Join 10 interactive sessions each week, led by our experts across all modules
On-demand training – Learn at your own pace with step-by-step recorded walkthroughs
Guides, videos & FAQs – Clear, practical support for everyday tasks
Dedicated account manager – Personal onboarding and tailored support for your business
Live chat – Fast, real-time help from real people
Phone support – Speak directly to our expert team
Everything you need to get up and running — and keep moving forward with confidence.
“Having researched and tested other well-known Mortgage and Protection platforms, we opted for CRM Brain, and we are delighted we did. While other systems provided the basics and promised to develop the missing parts (“but we are not sure when”), CRM Brain already has the features that the others are still developing. We had been nervous about moving to a new platform, but Katie and the team provided excellent training and are always available if we have questions.
“They also listen to our suggestions and are quick to integrate new ideas if they will benefit all users. All in all, we cannot recommend CRM Brain and the people behind it enough, and it is worth considering if you are a Mortgage and Protection brokerage looking for the best platform to support your business.”
Stephen Iacovou from Abbeygate Mortgages, part of Simpli Financial Solutions
We can tell you how good our award-winning mortgage modules are, but it's always good to hear it from the people them use them.
"With the rollout of Mortgage Brain’s new technology now gaining real momentum across our network, our members are already benefiting from powerful tools that support the way brokers really work. The platform has been shaped through genuine collaboration, ensuring it reflects the needs of our firms and their clients. With a planned migration to CRM Brain, we’re confident this partnership will continue to deliver the modern, integrated technology our 2,500 members expect."
Emma Hollingsworth
Chief Distribution Officer
"Onboarding onto Mortgage Brain Hub has been a genuinely collaborative journey built around shared goals and a clear focus on how technology can genuinely support our advisers day to day. The bespoke training and ongoing support have been critical in helping our team understand not just how to use the platform, but how to get the most value from it. The willingness on both sides to invest time, listen, and adapt has made a real difference, and we are confident that Mortgage Brain Hub will play a central role in supporting our advisers and their clients."
Kevin Duffy
Managing Director
"From the outset, Mortgage Brain demonstrated a genuine commitment to partnership, working closely with us to understand our business and ensure we transitioned to the Mortgage Brain Hub at the right time, when its capabilities fully matched our requirements. Their carefully planned onboarding and training programme supported our advisers every step of the way, enabling a smooth and confident adoption of the platform. As a result, the Hub now forms a core part of our technology strategy, and we’re excited about its future development and long-term potential."
Jamie Lewis
Managing Director
"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 Iacovou
Mortgage and Protection Manager
"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
Mortgage Consultant
Insights
Gain valuable industry insight with our up-to-date articles
Our talented team have developed CRM Brain from the ground up, 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.
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