Training & Events

Unlock new opportunities for growth with expert-led training webinars and events to build your confidence and gain new skills.

Training and Events | Soft focus image of event hall with audience listening to a speaker

Exclusively for Mortgage Brain customers

Ten focused sessions. One connected experience.

Mortgage Brain Hub: Making the System Work for You
CRM Brain Templates & Suitability Letters: Customise with Confidence
Master CRM Brain: From Lead to Fact Find
CRM Brain in Action: The Adviser Journey
Smarter DIPs, Faster Decisions: Unlock the Power of Submissions Brain
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
Client Portal in Practice: Communication & Case Collaboration
CRM Brain for Administrators: Improving Efficiency and Case Management

Access all training by logging into the Mortgage Brain Hub and upskill when it suits you, revisit sessions anytime, and keep improving without disrupting your day.