Mortgage Brain has launched CRM Brain, a Software as a Service (SaaS) CRM system aimed at improving the operations of mortgage brokers.
The cloud-based system aims to simplify tasks related to mortgage and protection research, allowing direct submissions of decisions in principle (DIPs) to several lenders.
CRM Brain was developed by experts from various fields within the industry and has been designed to help brokers meet regulatory requirements.
The new system is integrated into Mortgage Brain Hub, the company’s new platform.
Existing users of The Key will be transitioning to CRM Brain through a data migration tool to transfer client data smoothly.
As a SaaS solution, it ensures a single source of data truth, eliminating repetitive data entry, and can be accessed anywhere on any device.
It also includes a secure client portal for information sharing and document uploads, ensures compliance with pre-populated data fields, and adapts workflows to suit business needs.
Zahid Bilgrami, CEO of Mortgage Brain, said: “We developed CRM Brain with one goal in mind – to make life easier for mortgage brokers.
“Our industry is fast-paced and complex, and brokers need a system that is reliable, secure, and designed with their specific needs in mind.”
Bilgrami added: “CRM Brain is not just a CRM upgrade; it’s a total transformation.
“With technology built by a team of industry experts, we’re ensuring brokers have the tools to operate efficiently, remain compliant, and deliver exceptional service to their clients.”
