Mortgage adviser Affinity Mortgages has partnered with Mortgage Brain to use its CRM and sourcing systems.
This enables Affinity to benefit from The Key, Mortgage Brain’s point-of-sale compliance and CRM system and its integration with MortgageBrain Anywhere, Mortgage Brain’s online sourcing system.
Jamie Lewis, managing director, Affinity Mortgages, said: “We strive to find the best mortgages that will work for our clients, providing them with the right financial product that matches their circumstances.
“This partnership will support us in achieving these goals, while giving us more time to focus on creating value for our clients.
“We have a very clear vision on adding value to clients with the assistance of technology but without replacing humans within the mortgage process and Mortgage Brain really stood out as the most capable firm to assist us in this vision.”
Mark Lofthouse, chief executive of Mortgage Brain, added: “The mortgage industry is changing – technology enables us to increasingly do more with less.
“We support proactive mortgage advisors like Affinity and to equip them with the right tools to focus on delivering the best possible results for their clients.
“We are proud to enable Affinity’s advisers to save time through the use of an integrated CRM and mortgage search and selection process. We look forward to continuing to work with them as we develop our innovative product portfolio and drive faster client service.”
Featuring a secure client portal, which can save advisers up to an hour per case, The Key offers an end to end process with one login, single data entry, reports and templates, lead generation directly back into system and a myriad of partner integrations.
Mortgage Brain’s first and second charge integrated online sourcing system, MortgageBrain Anywhere, is also being used by Affinity’s advisers for a mortgage search and selection process for their clients.