Mortgage Brain integrates Paymentshield into CRM Brain

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Mortgage Brain has integrated Paymentshield into its CRM Brain platform.

Mortgage Brain said this lets brokers offer clients a home insurance quote automatically as part of the mortgage application process.

The integration means that, once a mortgage application has been submitted through CRM Brain, brokers will be prompted to ask their client whether they would like help arranging home insurance.

Paymentshield’s API integration means the connection allows customer data already captured in CRM Brain to be passed across automatically, so brokers no longer need to log in to a separate system or manage the process manually at a key stage of the client journey.

The integration also gives brokers a straightforward way to protect more of their clients and generate an additional revenue stream from within their existing workflow.

Mortgage Brain chief commercial officer Neil Wyatt said: “Adding Paymentshield to CRM Brain is another step in our ongoing programme of updates, and it directly reflects what brokers have told us they need.

“By bringing home insurance quoting and referral into the platform, brokers can support clients at the point it matters most, without ever leaving the system they’re already working in. It’s a quicker journey for brokers, a smoother experience for their clients, and a new revenue opportunity too. We’ll keep working with our partners to find more ways to bring this kind of integration and automation across CRM Brain.”

Paymentshield associate director intermediated household Nasar Hussain said: “This integration is a positive step in helping brokers access home insurance quoting more easily within their existing workflow. By bringing together CRM Brain and Paymentshield, we’re helping to simplify the process for advisers and support a smoother experience for their clients.”

In July Mortgage Brain integrated Uinsure into CRM Brain, letting brokers offer insurance quotes automatically as part of the mortgage application process.


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