Mortgage Brain, the mortgage tech provider, has announced a significant update to CRM Brain.
The company has introduced a suite of new features and enhancements, alongside a wide range of over 50+ updates to improve performance and user experience.
Key highlights include: A new equity release and bridging finance journeys, expanding the cases that advisers can manage, particularly important for those looking to diversify revenue streams.
A new CRM Brain alerts which are configurable so users can prioritise announcements and keep on top of workloads.
A comprehensive case history to provide a complete audit trail of activity to improve visibility and compliance.
Sourcing Brain updated with new re-sourcing feature – brokers can re-source an existing mortgage scenario without having to re-key information.
Enhancements across BTL portfolio management which further streamline workflows.
Improved UX & UI to the client file and fact find areas.
Commenting on the updates Mortgage Brain chief operating officer Cloë Atkinson 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.”