Mortgage Brain has released its most extensive update to CRM Brain, introducing new functionality and more than 50 enhancements aimed at improving adviser workflows and user experience.

The latest production release includes a range of new features alongside widespread improvements designed to support brokers across a broader range of cases and operational tasks.

Among the changes are new equity release and bridging finance journeys, allowing advisers to manage a wider variety of cases within the platform. The update also introduces configurable alerts, enabling users to prioritise key notifications and manage workloads more effectively.

A comprehensive case history function has been added to provide a full audit trail of activity, with the aim of improving both visibility and compliance.

RE-SOURCING

The firm has also updated Sourcing Brain with a re-sourcing feature, allowing brokers to revisit existing mortgage scenarios without re-keying information. Enhancements have also been made to buy-to-let portfolio management, intended to streamline processes for advisers handling multiple properties.

Further updates focus on usability, including changes to the client file and fact find areas, as part of wider improvements to the platform’s user interface and experience.

The release has been developed in response to user feedback, with additional support materials, including instructional videos and guides, made available through the Mortgage Brain Hub help centre.

Cloë Atkinson, chief operating officer at Mortgage Brain, said: “As we continue to migrate users onto CRM Brain, our priority is simple – deliver technology that makes a real difference to advisers.

“This release is built on continuous improvement, a clear roadmap, and close collaboration with our customers to ensure every enhancement is shaped by user feedback.”