Mortgage Brain has launched CRM Brain, a SaaS CRM system for mortgage brokers.

CRM Brain is a cloud-based solution designed to simplify mortgage and protection research and recommendation, while allowing direct submissions of decision in principles to “several” lenders.

It will sit inside Mortgage Brain Hub, the technology provider’s new, integrated mortgage technology platform. Existing users of The Key have started to migrate over to CRM Brain using Mortgage Brain’s data migration tool.

Benefits to users cited by Mortgage Brain include:

• One single source of ‘data truth’
• Accessible to brokers anytime, anywhere, and on any device
• Greater flexibility and automatic updates
• No need for repetitive manual data entry and re-keying client information
• One login to access all Mortgage Brain modules
• Can be used as a standalone CRM system.

Key Features of CRM Brain include:

• Managing mortgage leads is simplified with a centralised dashboard
• Integrates with lenders and selected third-party services for sourcing, criteria, AVMs and EPC
• Connects customers through a secure, client portal for fact find information, document uploads and application tracking
• Ensures compliance with pre-populated data fields, configurable section validation, workflows, mandated task completion, and built-in compliance checking functionality for streamlined, accurate data capture and regulatory adherence
• Adapts workflows to suit individual business needs
• Securely stores and manages client data
• Regular automatic software updates
• Reduces administrative burden by automating routine tasks.

Zahid Bilgrami (pictured), CEO of Mortgage Brain, said: “We developed CRM Brain with one goal in mind – to make life easier for mortgage brokers. Our industry is fast-paced and complex, and brokers need a system that is reliable, secure, and designed with their specific needs in mind.

“CRM Brain is not just a CRM upgrade; it’s a total transformation. With technology built by a team of industry experts, we’re ensuring brokers have the tools to operate efficiently, remain compliant, and deliver exceptional service to their clients.”