Category Archives: Sourcing

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!

Your digital summer

Jetting off on an airplane to somewhere tropical this summer? Or, perhaps, you’re heading somewhere closer to home here in sunny England. Whatever your plans, many of you will want to make sure you’re still there for your customers, if they need you – even if that’s from a beach or whilst sunning yourself by a swimming pool!

Luckily, we’ve got you covered – not only with our products, but with some top digital tips, too.

Make sure your business is listed on UKMortgages

Summer is a popular time to move house so plenty of people will be in need of your professional help. If you are a Mortgage Brain sourcing user, you can list your business on UKMortgages, our free lead generation suite for brokers, and help local customers to find your firm’s details and get in touch.

All you need to do is to provide your details on our website and you’ll be good to go.

ariel homes

Source any time, any place…

MortgageBrain Anywhere is our online, whole of market sourcing system. It provides total flexibility, allowing you to source mortgages for your clients anytime, anywhere from any PC, tablet or laptop, you just need an internet connection. Products are updated automatically and there is no need to download anything.

You don’t even need to be on the same device each time you log in, either. MortgageBrain Anywhere is exactly that: anywhere! You can start a case on your computer at work, and continue it later on your iPad or tablet, which is helpful when you’re going away on holiday and don’t have access to your laptop or PC.

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.

Keep in step with your clients whilst away

It’s not just you who will be thinking about how you can tie up all the loose ends before going away. We can also help your clients get things in order so that they can enjoy more of their summer.

The Key Client Portal is part of our digital customer journey offering and was designed with a better customer experience in mind, to ensure efficient communication and information exchange between you and your client.

The main benefit of your clients using the Client Portal is its time-saving ability. The Portal’s Fact Find functionality enables your clients to input their own data – with 24-hour access so they can do it at a time most convenient to them. This means you can collect data on your clients without having to organise a meeting to gather this information – handy if either of you have a holiday booked during this time!

Client Portal

You can try the Key free for 30 days here if you don’t use it already, and we have plenty more benefits outlined for both you and your clients with regards to the Client Portal on our dedicated page.

Social media savvy?

You may be going on holiday, but your business doesn’t need to take a break! Social media is a fantastic – plus simple – way to generate potential leads and raise brand awareness even when you’re not in the office.

If you have a Facebook page, spend some time before you go away scheduling in posts. For those of you who use Twitter or LinkedIn, there are plenty of scheduling platforms around that you can use – take a look at Buffer, Hootsuite and Hubspot, amongst others.

During the summer months, it’s also preferable to share even more value-adding content such as light-hearted articles or tips that people will find interesting – anything that adds value to your followers. This is likely to gain you an engaged audience, which, if they’re in your target audience, means they may be more likely to consider your services because they have a great impression of you from social media.

In summary – enjoy your summer

So, that’s your digital summer in a nutshell! If you have any other tips about how you manage your business whilst you are away, or any other features of our systems that are helpful during the holiday season, make sure you share them by tweeting us!