The roll out to PRIMIS members will start in 2025. PRIMIS and Mortgage Brain will be conducting roadshows in January for PRIMIS members to experience the new technology platform.

The new system takes elements of Mortgage Brain’s brand-new SaaS CRM platform and introduces a number of additional features for PRIMIS members such as the referral platform, where member firms can refer clients to other firms both within and outside of the network.

Commenting on the partnership LSL group managing director for financial services Richard Howells said: ““Mortgage Brain offers a single successful and experienced business relationship for PRIMIS to support CRM, Direct Lender Submissions, Product Sourcing, Criteria Research and Affordability. With their experience and expertise, we can concentrate on supporting brokers achieve growth, deliver efficiencies, and create more robust diversified businesses.”

He added: “Our new system will not only offer greater control to brokers to manage workflows but will allow our firms to hardwire an effective CRM system into their business through one comprehensive dashboard for new leads and retention opportunities. This offers clients a far better experience but also provides a comprehensive audit capability for compliance needs.”

PRIMIS is part of the LSL group.