Free online training sessions for FCA registered mortgage brokers
Go to event dates
Every week, we’re running a 45-minute interactive training session to help mortgage advisers like you get the most from Sourcing Brain and Affordability Brain – two powerful tools that work seamlessly together to save you time, improve accuracy, and boost client satisfaction.
Are you ready to transform your business with Sourcing Brain & Affordability Brain?
Join our free online training session designed specifically for FCA registered mortgage brokers and unlock the full potential of Sourcing Brain software.
Why should mortgage brokers attend Sourcing Brain & Affordability Brain training?
This exclusive training session will give mortgage brokers the tools and knowledge to stay competitive and save time. In this training webinar, you will learn how to streamline your processes, quickly assess affordability, and match clients with the most suitable mortgage options. This training will enable you to make more informed decisions and enhance the client experience, leading to higher satisfaction and increased repeat business.
You can also find helpful tips on how to use Sourcing Brain on our insights page ‘Sourcing Brain Hints and Tips’.
What you will learn during the free 45 minute live demo
Transform the way you source and assess mortgages with two powerful tools in one training session. Here’s what you’ll learn:
Sourcing Brain
- Effortless Client Management | Create, link, and manage clients for cleaner data and faster workflows.
- Smart Search & Favourites | Save your most-used scenarios and rerun previous searches instantly.
- Advanced Filtering & Browsing | Explore the market, apply detailed filters, and find the perfect product in seconds.
- Dynamic Comparisons | Run multiple scenarios side-by-side and generate professional reports for clients.
- Compliance Made Simple | Produce complete documentation, including product selection reports, in just a few clicks.
Affordability Brain
- Real-Time Affordability Checks | Run lender-specific affordability calculations directly from the platform.
- Integrated Workflow | Seamlessly link affordability results to sourcing for accurate, compliant recommendations.
- Detailed Reports | Generate affordability breakdowns alongside your sourcing documents for full transparency.
In this live training session we will show you how to save time, improve accuracy, and deliver exceptional client service. Plus we always have time at the end to answer any questions you may have on Sourcing Brain or Affordability Brain.
Engage in a live Q&A session
The Q&A session after the training offers the benefit of personalised support. It gives you the opportunity to ask specific questions and get expert advice. This ensures that you fully understand the training and can apply it effectively to your work.
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When will the live demos be taking place?
The live demonstrations will be taking place on the following dates:
Don’t miss out, reserve your spot now and take the first step toward a more efficient approach to sourcing.
FAQs
Do I need to be FCA registered to attend?
Yes. Only FCA registered mortgage brokers can attend the free online demonstrations and live Q&A sessions.
What other training events are taking place?
Find a complete list of the upcoming webinars and training sessions on our events page. Here you will also find the available dates for CRM Brain demonstrations.
Can I attend a Sourcing Brain and CRM Brain demonstration?
Yes. All FCA registered mortgage brokers are eligible to attend any of our training webinars.
