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.

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!

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!

Mortgage Vision 2016

2016’s Mortgage Vision events are drawing ever closer, and this year we are aiming to deliver even bigger and better events to all brokers who attend.

Starting from the 5th October, we’ll be travelling up and down the country, bringing you industry insights, information, and current and future opportunities within the UK mortgage market.

This year, we’ll also have a new Mortgage Vision app, which will enhance the overall adviser experience at all eight of our venues.

What is Mortgage Vision?
For those who are unaware, Mortgage Vision is a series of free-to-attend, annual events, organised and hosted by Mortgage Brain.

The events give attendees the chance to meet industry distributors and decision-makers, with headline speakers and our roundtable sessions ensuring all intermediaries who attend the events gain knowledge, which will help them improve their service and potentially bring in revenue for their business.

Of the events, Mortgage Brain’s CEO, Mark Lofthouse, said:

“With over 800 advisers attending in 2015, the Mortgage Vision events have gone from strength to strength and are considered to be one of the best and most informative mortgage events of the year. “The market is constantly changing, and we believe the Mortgage Vision events offer advisers the best platform to keep abreast of new challenges, make the most of

“The market is constantly changing, and we believe the Mortgage Vision events offer advisers the best platform to keep abreast of new challenges, make the most of new opportunities and learn from senior figures in the industry.”

Where can you find us?
There are eight Mortgage Vision events, which will take us all over the country.

We will begin on 5th October at Winchester’s Norton Park, before going to Arsenal’s Emirates Stadium in London (11th October), Aston Villa Football Club in Birmingham (13th October), and then Lancashire Cricket Club in Manchester (18th October).

In November, we’ll be travelling to Twickenham Stadium in London (2nd November), Newport’s Celtic Manor Resort (9th November), Oulton Hall in Leeds (15th November), before heading up to Newcastle’s Gateshead Marriott for our final event on the 16th November.

Who are the headline speakers?
We have some fantastic platform speakers who will be 2016’s Mortgage Vision events: The Association of Mortgage Intermediaries (AMI), Nationwide and The Mortgage Works, as well as our CEO Mark Lofthouse speaking on behalf of Mortgage Brain.

Robert Sinclair from AMI’s presentation entitled ‘Sharing our Worry Beads’ will be focusing on their latest discussions with the Regulator, the FCA, commenting on the forthcoming Mortgage Market Competition Review and Financial Advice Market Review plus explaining in more detail the FCA fees.

Nationwide/The Mortgage Works’ Adrian Scoates’ presentation ‘The Market, The Landlord, and The Taxman’ will be presenting about the current state of the Housing Market, Economy and BTL market and the implications of the changing tax regime.

And finally, our Mark Lofthouse will be speaking about ‘The Future of Technology? What about now?’ explain what does Robo and Digital Advice actually mean and what and how does it impact you and your relationship with current and potential clients?

Who will be presenting the roundtable sessions?
There will be ten exclusive roundtable sessions throughout the day. Whilst you remain seated presenters will take it in turns to arrive at your table and deliver their fifteen-minute session, before they move onto the next.

We have a whole host of excellent presenters this year for our roundtable sessions. They include: Aldermore, Clydesdale Bank, ConveyancingBrain, Fluent for Advisers, iPipeline, Mortgage Brain, Nationwide, Royal London, Santander, Skipton Intermediaries and The Mortgage Works.

You will get to see five roundtable speakers before we break for refreshments, with the other five afterwards.

What does the Mortgage Vision App offer?
Our app is a new addition to Mortgage Vision events, and it will be available to everyone who registers for our half-day events.

The app will provide information and biographies on all event speakers and their presentations, as well as locations, parking details, and the all important event agenda so you know exactly what is going on and when.

What else can I expect from the events?
Attending a Mortgage Vision event will allow you to claim 3.5 CPD hours towards the CII member CPD scheme. This will be emailed to you after you have attended the event.

There will also be plenty of opportunities throughout the morning to network with other brokers, as well as a free lunch at the end of the day.

Each of the eight events begins with registration from 8.45am, with Platform Presentations starting promptly at 9:30am and we aim to finish between 1.45pm and 2pm followed by a free lunch.

We are aiming to make 2016’s events even bigger and better than the previous years, so make sure you join us to understand the further changes that are on the Horizon and how they will Impact you.

For more information, and to reserve your place at a Mortgage Vision event in your city, visit our website today.

Financial Reporter Awards 2014 ‘Best Sourcing System’ winner.

We won! Financial Reporter Awards 2014 announced today that Mortgage Brain has won ‘Best Sourcing System’.

We would like to say a huge thank you to everyone who voted for us. The Financial Reporter Awards 2014 winners are purely from votes, no judges.

Suzanne Green, Head of Marketing at Mortgage Brain commented, “We’re pleased to win the Financial Reporter Awards 2014 as ‘Best Sourcing System’, our team work hard to continuously deliver to a high standard. Thank you to everyone who voted for us.”

Click here to read more.

12 things you may not know about mortgage sourcing

Sourcing systems have changed beyond recognition since Peter Nice built the first one in 1986. But are brokers using these systems to their full potential? Mark Lofthouse, CEO of multi-award winning mortgage technology solutions provider Mortgage Brain, has his doubts, so here are his top 12 things brokers might not know about mortgage sourcing.

1 – You can use multiple tabs to illustrate different client scenarios

Clients want to understand their options and after looking at A, B and C they’ll go back to A again. Using a single tab makes that time consuming and confusing. Using the multiple tab option, which are featured on the newest sourcing systems available, however, allows you to both illustrate the different requirements and retain them.

2 – Client searches can be saved and reloaded

Carrying out research for a client is essential. But it all needs recording and storing. The latest mortgage sourcing systems are capable of saving every different scenario and allow you to reload your searches at a later date.

3 – Excluded products can be displayed

Sometimes a product which you think perfectly matches a client’s criteria isn’t displayed in the results. Today’s systems will display both matching and non-matching products so you can see the reasons for exclusion.

 4 – Best buy schemes can be personalised

Clients will often ask you about a ‘best buy’ product they have seen advertised. At the touch of button,  your sourcing system should allow you to tailor the search results to display all the best buy products to meet a client’s requirements.

5 – ‘Standard’ searches can be stored and applied to your client’s terms

Intelligent sourcing systems save time by allowing you to store a number of searches which can be applied to every client with those needs.

6 – Data from other systems can be automatically imported

These days,  systems have improved so much that they can now import information quickly and seamlessly. There’s no reason why you should have to start from scratch and re-key client data.

7 – Overseas mortgages can be sourced just as easily as those from the UK

Simply select the ‘overseas’ filter – your system should have one – and a list of countries will appear. Choose the one you need and the rest of the process is as if sourcing for a UK mortgage.

8 – You can source or produce KFIs for withdrawn products

If a product has been withdrawn, today’s systems allow you to easily find it by using the ‘withdrawn’ filter.

9 – Products and schemes can be manually removed

Sourcing systems should allow you to remove products manually by adding your own exclusion options.

10 – You can source for adverse mortgages

Sourcing systems now provide you with a range of adverse products through the adverse filters option. These filters should help gain and retain clients.

11 – Applying BTL filters can speed up the sourcing process

Today’s sourcing systems allow you to select the BTL filter right at the start, which speeds up the process immensely. Other filters can be applied in the normal way.

12 – The effects of changing mortgage payments can be displayed and illustrated to your clients

A graphing function  is offered by many of today’s systems  which is an excellent visual way of demonstrating the short and long term impact of making such a change.

Financial Reporter Awards 2014 Your Vote Decides…

Financial Reporter Awards 2014
Your Vote 
Decides…

If we tick your boxes, then please vote for Mortgage Brain.

  • Best Technology to support you and your business.
  • Innovative product solutions e.g. iSourceMortgages and coming soon… MortgageBrain Anywhere.
  • Full suite of products to take you and your Clients compliantly through the full Mortgage process.
  • MMR support through the Key (back office system). Budget Planner and Rate Shock on sourcing coming soon…
  • Helping and supporting you when you need it.

If you believe Mortgage Brain has provided good practices and excellent service then we’d really appreciate your vote.

The Financial Reporter Awards 2014 awards individuals and organisations with good practices and excellent service, so a big thank you from everyone at Mortgage Brain for your continued support.

Mortgage Brain creates link with Keystone

Mortgage Brain, the multi-award winning mortgage technology solutions provider, has joined forces with Marketing and Management Services Ltd (MMS) to give intermediaries access to MMS’ Keystone Lifestyle Protection products.

Intermediaries using Mortgage Brain’s sourcing systems, or the Key, its market leading CRM, point-of-sale and compliance solutions, can now link straight through to MMS for client quotes on all of its ASU products.

Keystone, launched in 2009, is an income replacement policy covering Accident, Sickness and Unemployment and is distributed throughout the UK by independent brokers and financial advisers. The policy has achieved a Defaqto 5 Star rating for 2010, 2011 and 2012, and offers new opportunities for brokers looking to increase income through ancillary sales opportunities.

Click here to view the full article.

Lighthouse switches on to ALL NEW MortgageBrain

Lighthouse Group plc, one of the largest financial groups in the UK, has become the latest in a long line of companies to promote Mortgage Brain’s innovative ALL NEW MortgageBrain sourcing system as its preferred sourcing solution for its advisers.

The industry’s newest and most comprehensive sourcing system will now be used by Lighthouse’s nationwide network of mortgage advisers to conduct a quick and thorough, whole-of-market mortgage search and selection process for their clients.

Stephen Gazard, Managing Director, at Lighthouse, comments, “Mortgage Brain’s reputation for providing market leading technology solutions is second to none and we’re delighted to be promoting its new sourcing system to our advisers.

“The ability to conduct around 90% of the mortgage search process from one screen makes the product selection process via ALL NEW MortgageBrain incredibly fast and its multiple client sourcing facility is proving to be hugely popular with intermediaries.”

Over the past few months a host of networks, mortgage clubs, affinity groups and hundreds of individual brokers have selected ALL NEW MortgageBrain as their preferred technology, contributing to the systems rapid growth and increasing market share.

Mark Lofthouse, Mortgage Brain’s CEO, adds, “Mortgage Brain has always been considered as the leading provider of comprehensive software solutions and the widespread adoption and acclaim that ALL NEW MortgageBrain has received has really helped to cement this position.

“We’re delighted to be working with Lighthouse; the company is well respected in the industry with a strong base of mortgage advisers and its endorsement of our technology and support solutions is extremely welcome and a clear reflection of our products’ market leading features and capabilities.”

Join the Mortgage Brain Linkedin group… click here

Sesame agrees long term deal with Mortgage Brain

Sesame Bankhall Group, the UK’s leading network and support services provider for professional advisers, has selected ALL NEW MortgageBrain sourcing and the Key point of sale system as its preferred technology solution for its mortgage and GI Appointed Representative (AR) Network members in a new five year agreement.

ALL NEW MortgageBrain, the industry’s most innovative and comprehensive sourcing system, will be provided by Sesame for its mortgage ARs to conduct a quick and thorough whole-of-market mortgage search and selection process for their clients.

Click here to view the full article.

Join the Mortgage Brain Linkedin group… click here

New website offers insight into lead generation

Mortgage Brain, the market leading mortgage technology solutions provider, has launched a new website for its Broker 2 Consumer ‘Insight’ product and support service range.

The new site, (www.b2c.mortgage-brain.co.uk), features a range of easily accessible product solutions and downloads designed to give brokers and IFAs all the tools and support they need to create a professional online presence and increase their sales potential by targeting consumers directly.

A host of broker and IFA specific website design solutions are available, which can be fully customised and include a number of whole-of-market mortgage calculators, Best Buy Tables and a comprehensive consumer facing mortgage sourcing capability.

The site also offers a range of lead generation website plug-ins and specialist solutions for brokers and IFA firms that already have a website as well as a free mortgage marketing e-booklet, which offers a detailed insight and a number of tips to generate better leads and sales results.

Click here to view the full article.

Join the Mortgage Brain Linkedin group… click here

Three great reasons why you need B2C!

New from MortgageBrain B2C the ‘insight’ Solutions Service enables Mortgage Brokers and IFA’s to have a professional online presence.

Embrace your potential and current customers online by using any of the ‘insight’ Tools – websites, online sourcing and best buy tables to enhance and deliver your business on the internet it’s as simple as 1-2-3.

B2C offer great prices but more importantly great service support with flexible options on what you need. We customise and make your choices easy and do all the hard work for you. You have choices to make, take the B2C options that will make your online presence more professional.

MortgageBrain B2C… helping your business work harder for you.

Click here for more information and contact details.

Join the Mortgage Brain Linkedin group… click here