Intermediary
You face the challenges of time-consuming complex cases and customers with high expectations in a digital age. Equip yourself with the mortgage intermediary tools you need to streamline your day-to-day tasks and achieve better customer outcomes.
Solutions for business
As a business principal, you want to maximise speed and efficiency, and ensure your teams follow the required compliance processes. See what Mortgage Brain solutions could do for you and your business.
Discover Business Principal solutions
Are you the sort of mortgage broker who never has enough hours in the day? Complicated customer circumstances require hours of mortgage sourcing and repeated applications?. We have the technology to help you achieve a better work/life balance.
Discover Mortgage Broker solutions
If you’re an administrator, you’re looking for a simple, effective, and efficient way to manage customers and their data, collecting information and communicating with them effectively. We have what you’re looking for.
Relevant Products for intermediaries
Sourcing Brain
Online product sourcing
- Free Hometrack AVM integration
- Research multiple scenarios
- Powerful integrations
The Key
Simple and compliant CRM platform
- Online customer fact find
- Save up to an hour per case
- Easy compliance
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 nine 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
Gain valuable industry insight with our up-to-date articles
testimonials
Ben Ashman | Independent Mortgage Adviser
“Uinsure make my GI process so easy and SELECT enables me to quickly arrange a referral for my client and provide them with an expert that will ensure my client has everything they need.”
Tony Field | Sales Director
“The new features and integrations on SELECT have provided us with the confidence to roll the platform out to all of our brokers.”
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.”
Simon Fenton | Finance Manager
“Criteria Brain helps us check lender criteria against client circumstances. This fantastic system helps advisers check multiple criteria. Quicker than scrolling through lender sites.”
Sesame Bankhall Group
Alex Beavis | Director of Mortgage and Protection
“Thousands of our advisers across PMS, Bankhall and Sesame depend on Mortgage Brain daily for access to a wide range of tech propositions to help them work more efficiently.”
