ClientTree has announced its integration with Mortgage Brain, marking a significant milestone in the Customer Relationship Management (CRM) system’s on-going development and improvement plans for sourcing.
As part of this integration, brokers will now be able to push information for sourcing and then pull documentation back into the CRM system, as well as update the respective fields in the CRM to save time and re-typing.
The system now offers an online solution for easy fact finding via its interactive client portal, a design for reviewing client info in the CRM, sharing documents, sourcing mortgages and generating documents and reports, including FCA reports.
The move also marks ClientTree’s first major integration with a third party system provider – with further integrations in the pipeline.
Lilla Dilliway (pictured), director at ClientTree, said: “As with every system, there is always something new to add, so we introduced several new features during the past couple of months based on broker feedback.
“However, completing the integration with Mortgage Brain is a major milestone for us and for our users, and we are now looking forward to the next phase of partner integrations!”
