Anywhere, Anytime: Top tips for using Mortgage Brain’s latest generation online first and second charge sourcing system

MortgageBrain Anywhere is our online first and second charge sourcing system. It simultaneously allows you to source mortgages for your client whilst offering total flexibility to do so anywhere, anytime. Whether you’re on a PC, tablet or laptop, MortgageBrain Anywhere gives you the capability to perform your tasks as long as you have internet access.

This is one system where you don’t need to be on the same device each time you log in. When we say MortgageBrain Anywhere we mean it. You can start a case on your computer in the office, and continue it later on your tablet or iPad, which is particularly useful when you’re off on your holidays and don’t have access to work PC.

If you’re not yet a MortgageBrain Anywhere customer or are unfamiliar with the process, this is the place for you to gain a few top tips to become an expert in no time. By the time you’ve finished, you’ll be more than ready to sign up, log in and get started.

Source on second-charge products and compare to remortgage products

Our sourcing system can allow you to demonstrate to a client whether remortgaging is a viable option or if it would be more beneficial to borrow additional funds on a second charge. It may seem like a complicated process but with MortgageBrain Anywhere it really isn’t. All that’s required of you is to:

  1. Input the information which in turn will calculate the savings in the given situation.
  2. Select compare a remortgage against second charge option.
  3. Add in your client’s existing mortgage information.
  4. Enter the property price, term and loan amount.
  5. Source remortgage products in the multiple search function.
  6. Use ‘New Search’ from the scheme list to source for second charge products.
  7. Use the ‘My Searches’ button and then ‘Compare ‘to have a clear view of the different products.

From here you will be sent to the comparison screen where you can clearly see the differences between the scenarios previously entered.

Creating multiple searches

Not only does MortgageBrain Anywhere give you the chance to source in any location with internet access, it has a host of options to really get into the nitty-gritty of what is mortgage sourcing. In this case, you are able to create multiple searches and we are more than happy to give you the steps on how to go about doing so.

If you already have a search open and wish to see another, all you have to do is select the New Search option in the bottom right of your screen. This will leave the original search in place whilst allowing you to construct another. Moving between the two, if not more, is as simple as clicking between tabs.

Bespoke mortgage schemes to fit your client’s needs

Finding the best mortgage scheme for your clients is a top priority when it comes to sourcing the right products.

By using MortgageBrain Anywhere, you can show your client a list of ‘best buy’ products that meet their needs and requirements. Our system takes into account the client’s mortgage and personal details which is aided by the standard best buy tables already integrated as a default.

When compiling such a bespoke mortgage scheme, it is vital that you include the following client details: 

  • Salary
  • DOB
  • Mortgage details

Following this, you will receive results offering the best products dependant on the criteria provided. It is important to notice that these are not general pieces of information but a table containing the ‘best buy’ options for the customer. In order to show this to them, select the option to display on the screen.

The personalisation doesn’t end there thanks to the additional filters available. As an example, you can add filters that take into account the possibility of overpaying. MortgageBrain Anywhere really is a tool perfect for getting the best for your clients.
If you’re not yet a MortgageBrain Anywhere customer, you can get your hands on a 30-day free trial and see what you think. Do you have any other tips on getting to grips with MortgageBrain Anywhere? We’d love for you to share them with us. Just send us a short tweet!