Discover the next generation of CRM software
Now, it’s time to say hello to a whole new solution. After a significant amount of investment, customer engagement, and development, we are excited to announce the release of CRM Brain. Our new, true Saas CRM system for mortgage professionals.
Streamline your processes, enhance efficiency, and deliver outstanding customer experiences. This intuitive, user-friendly system is designed specifically for busy mortgage brokers like you. From lead tracking to compliance, it’s the all-in-one solution you’ve been waiting for.
Are you currently a Key user?
As an existing customer, we are delighted to inform you that a member of our team will be in touch to discuss how we will automatically upgrade your services to the new enhanced versions during 2025.
What The Key brought you
Opportunities unlocked through simple, time-saving features such as a client-facing portal with an online Fact Find
Convenience
Customers could enter their own data through the client portal’s online fact find, reducing potential errors
Speed
Savings of up to an hour per case by streamlining processes
Compliance
No more compliance worries for data entry, reports, and lead generation
Key Features
The Key has been an essential part of a mortgage adviser’s back-office to help unlock opportunities and make processes quicker and easier by performing multiple tasks.
- Integration. Information from the client portal pre-populated Mortgage Brain sourcing and submission solutions to reduce rekeying
- Control. Extensive management reporting and easy tracking of fees and commissions
- Customisation. The client portal could be customised to match company branding.
- Power. The client portal offered case tracking, secure messaging, and document exchange.
- Accessibility. 24-hour access to the client portal and introducer portal from smartphones, tablets, and computers
CRM Brain is not an update of The Key, it’s a totally new software solution, expertly built from the ground up. It’s the time-saver you’ve been looking for!
Products for intermediaries
CRM Brain
Your ultimate mortgage management solution
- A true SasS system
- Client Portal
- Built by industry experts
Sourcing Brain
Online product sourcing
- Free Hometrack AVM integration
- Research multiple scenarios
- Powerful integrations
Criteria Brain
Save time on complex cases
- Search six criteria at a time
- Data verified by lenders
- Search over 75,000 criteria
Affordability Brain
Speedy affordability sourcing
- Submit to 36 lenders simultaneously
- Amend and re-run searches
- Automatic audit trails
Submissions Brain
Multi-lender submissions gateway
- Submit to seven lenders simultaneously
- Minimise rekeying
- Save and return to forms
Web Brain
Engaging website plug-ins
- Increase website engagement
- Generate leads
- Plug-ins automatically update
Insights
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