Mortgage Brain today announces the release of the most significant update to CRM Brain.
The latest production release introduces a suite of new features and enhancements, alongside a wide range of over 50+ updates to improve performance and user experience.
This release has been shaped directly by feedback from existing users and comes with an instructional video created to showcase all new features as well as new how-to guides which are all available in the Mortgage Brain Hub help centre.
Key highlights include:
- New equity release and bridging finance journeys, expanding the cases that advisers can manage, particularly important for those looking to diversify revenue streams.
- New CRM Brain alerts which are configurable so users can prioritise announcements and keep on top of workloads.
- 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.
Cloë Atkinson, Chief Operating Officer, Mortgage Brain, comments:
“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.”
