Security: You are in safe hands with us

Whether we like to think about it or not, cybercrime is on the increase. In 2015, it was reported by Professional Adviser that 20,000 cyber-attacks were taking place each week, and that figure is expected to reach around 700,000 by the end of 2017.

Safeguarding data is of paramount importance, and so we want you to have peace of mind that the information stored in our datat centres will always remain intact. Hence why we dedicate a great deal of time and effort to our cybersecurity strategy and ensure that robust measures are in place to protect both your data and our systems against any potential threats or unauthorised access.

Regular security updates
All of our systems receive routine software updates to protect against any known cyber threats and provide resistance to potential future risks. What is more, we don’t support unsecure operating systems such as Windows XP which no longer receives any security updates from Windows.

Backing it up
We know that when you save information on our systems, you need and expect it to remain safe. Therefore we ensure that we regularly back up all your data and always have a secure copy of all our hosted data, and always have a copy of your files should any ever be corrupted. This also means that should you need to install the Key on a new computer or laptop, you can simply reinstall the application and continue you where you left off with little inconvenience.

Our own protection
We don’t simply safeguard your data, we also ensure that our own systems are protected by firewalls which will prevent any hacker attempting to gain unauthorised access. The recent WannaCry virus exploited a technique that is prevented by our security systems, meaning that any attempt to corrupt the data was useless.

Rigorous security checks are also regularly carried out. We use a specialist security partner to test our systems for any possible vulnerabilities and make any recommended changes to ensure that we are following best practice and doing all that we can.

Our internet hosts are also secure
Our systems are hosted by industry-leading internet services providers in highly secure data centres that offer virtualization technology, which provides another extra layer of protection.

All processes are in place
We also have systems that are on standby, designed to take over immediately in the event of any service interruption. This means that there will be a limited impact to your business, but your data will remain safe and secure.

How can you help?
Your own understanding of the potential and real threat to all of us by cybercrime is important. Just awareness is an important way in which we can all together prevent cyber-attacks affecting us.

Good cybersecurity practices include regular updates and back-ups, strong and frequently changed passwords, being careful when connecting to public Wi-Fi and being sensible when sharing information on social media or plugging devices into your computer. Secure messaging is also wise when sending sensitive data, which is a feature of our Client Portal within the Key.

Being aware that threats are out there and being prepared for them is something we at Mortgage Brain pride ourselves on.  Our aim remains to ensure that you can use our systems, safe in the knowledge that we have your data security and integrity taken care of and it remains an integral part of our service to you.

How to engage with website visitors to turn them into customers

Whether you consider yourself technically savvy or not, having a website in this day and age is not only key to generating new business but expected. It is the first thing that any prospective client will look for even if it is just for your contact details. Your website however is so much more, it is effectively your shop window; as the ‘shoppers’ peruse your site, wouldn’t it be great if they were to see something that captured their attention, kept it, and offered them something that they simply couldn’t resist. Surely you would like that website to be yours.

There are several steps you can take to make your website stand out from the crowd, as well as ensure you are promoting yourself as well as you can against your competition.

So, why is a website so important?

Your website presents your business online to the world. It is vital that you have a professional-looking regularly updated website to attract your website visitors, therefore potential customers.

People visiting a poorly designed website that takes a while to load are likely to go straight back to the search engine and choose someone else – and this is the last thing you want when business and new customers are so important.

Keep it simple

Your website could be your most lucrative marketing tool, so you should take several things into consideration when thinking about its design – or explaining to someone what type of website that you want.

A clean, straight-forward template is one of the first steps to ensure your website is a winning one. People don’t like clutter; they like to go onto a website and be able to instantly and intuitively know how to navigate to the information they require.

If your website has too many menus and a lot of text on the home page, it will be sure to put people off. Your homepage sells your business, and the menu should only include pages that offer useful information about your services that will help visitors learn about your services and you who are.


Websites
 Think about the add-ons

Providing general information about your services is vital, but it’s also highly beneficial to include additional tools to offer your visitors an opportunity to get engaged with your website. Broadly speaking, the more engaged your visitors are, the more likely they are to convert into paying customers.

Interactive Mortgage Search plug-in and the Best Buy Tables allow you to position yourself to your audience as a more credible and modern professional adviser and differentiate your website from others. You can find out more about how plug-ins work here.

These sort of plug-ins can also encourage visitors to fill in an enquiry form, so they become lead generators. You can then receive the visitors’ contact details in an encrypted email, so that all personal details remain secure. If you were to use Mortgage Brain’s plug-in and Best Buy Tables, then enquiries are pre-populated into the Key, our CRM system so that the leads form part of your usual compliant sales process.

Both of Mortgage Brain’s plug-ins are also mobile-friendly, so they will look and work well on any website being viewed on different devices, from a PC to a smartphone.

Get social

When people are looking for a service, many may turn to social media to get a feel for the company and see what they are posting. So adding buttons that link to your social media profiles on your website will allow people to quickly find you.

You must however be sure to keep your social media accounts regularly updated. Visitors are likely to be put off by a Twitter page that hasn’t seen any activity for several months, or a Facebook page with hardly any information about your business or what you do. Make sure you are posting content onto your pages or accounts each week to keep them fresh and engaging.

The perfect website?

A website doesn’t have to be perfect to convert customers. It just needs to be smart, efficient, and straight-to-the-point, preferably with add-ons such as our mobile-friendly plug-ins to give your visitors as reason to stay on and remember your website for long enough to encourage them to contact you and turn into paying clients.

Websites are all about capturing attention, and then engaging visitors enough to keep them there. Once you’ve cracked that, your business will start generating a lot more leads.

If you want to find out more about our MortgageBrain B2C offerings, go to the dedicated page on our website. You can also contact the team via Live Chat whilst you’re there, or tweet us if you want to find out more.

Integrated Second Charge Sourcing

Breaking new ground is something we are always striving to do. That’s why we have developed a second charge sourcing functionality within our first charge sourcing systems. It’s a rich and powerful feature, simple and easy to use, and is unlike anything else available on the market right now – and we created it to make your life that little bit easier.

How does it work?
Our sourcing systems have been a powerful tool for businesses for the past thirty years, and they’ve just become even more powerful.

The new functionality gives you the option of sourcing and comparing any first and second charge mortgage products, side by side, on one screen or print out.  It gives you a choice as to whether you want to advise on second charge products and deal directly with the lender, or pass the lead to a Master Broker to progress.

Second charge enhancements are currently being rolled out to existing MortgageBrain Classic users and will be coming soon to MortgageBrain Anywhere – so, if you use that system, then watch this space. The enhancements are included in the software and you don’t have to pay extra to be able to source second charge products in either of our sourcing systems.

What are the benefits?

The main benefit, of course, is that you can source everything within one system. Compare re-mortgage and second charge products on one screen with no need to switch to a different system. We’ve put everything in one place to save you time and hassle.

You can also compare as many products as you like at any one time. To do this, simply check all of the boxes of the schemes required to compare remortgage options, and then move to the second charge tab and select as many products required to compare from this tab.

The reload function is another great time-saver. It allows you to save all your searches for a client and open them at a later date. So, if you need to pause midway through, you can save all your scenarios retaining your filters, and re-visit them later when you’re ready to begin again.

Our multiple tabs function also helps you out allowing the remortgage deals to be retained whilst second charge products are sourced alongside it – which enables you, the broker, to work much more efficiently.

Is there anything else I need to know?

If you’re a little unsure about how our new functionality works, you can book a live demo and join our weekly webinars. They are held on Tuesdays at 10.00-10.15am BST, and they take you through everything you need to know about this powerful tool for your business.

For those who want to see what we’re all about, you can begin a 30-day free trial of Mortgage Brain Classic to experience first-hand just how much easier we’ve made it to source mortgages for your clients.

Give us a call on 0208 665 3289, or email sales@mortgage-brain.co.uk one of the team who will be happy to help you begin your Mortgage Brain journey. You can also check out our hints and tips for MortgageBrain Classic, too.

A Helping Hand from Mortgage Brain

Everyone likes to feel that there is help and support, but how often do we really receive it?

Here at Mortgage Brain, we’re proud to be able to offer our customers everything they could possibly desire – and beyond! From free webinars, videos, user guides and an online chat service, we’ve created an abundance of support on our Help & Training page to ensure your Mortgage Brain experience is a successful one.

So what exactly do we offer?

Free Webinars
We are dedicated to providing free, weekly webinars for our systems in order to make sure you aware of all the functionality available and can use them to their full potential.

Our webinars are available every week to fit in with your schedule. If you want to learn how to use our systems, our webinars are a vital tool for you. A fantastic 1826 of you participated in webinars across all our products in 2016 – we expect to beat that this year!

Our webinars take place on the following days:

MortgageBrain Classic – Thursday at 10.30-11.10AM BST
MortgageBrain Anywhere – Wednesday at 3.00-3.40PM BST
The Key – Monday at 4.00-4.30PM BST
Mortgage Trading Exchange (MTE) – Monday at 2.00PM-2.20PM BST
LoansBrain – Friday at 11.00-11.15AM BST
ConveyancingBrain – Friday at 10.30AM-10.50AM BST

Help

Online and Offline Support
We know that everyone works differently, that’s why we offer you a variety of different ways to get in touch with us.

For the traditionalists, and for those who prefer to converse verbally, we are always happy to answer your calls on our mobile-friendly number – 0208 665 3200, or for ConveyancingBrain queries, you can get in touch on our dedicated line – 0371 200 6655.

We were delighted to reveal our online chat service in 2016, allowing you to talk to our customer services team via our website. It means you have an alternative way to contact us for support, which may on occasion suit you better than calling our customer services phone line.

Since its launch, our online chat service has helped over 1,480 advisers, which is increasing each month. You can access the service via our website by clicking on the yellow tab in the bottom right-hand corner.

Online chat is available during our normal Customer Services working hours. You are able to email yourself a transcript of your chat, ensuring that you have the details on file should you require them.

We are also on social media and will help in any way we can through Facebook, LinkedIn, and Twitter. Feel free to direct message us at @Mortgage_Brain on Twitter or respond to a tweet and we’ll be happy to assist you.

Training Guides
We are constantly updating and refreshing our guides to make sure you get the most out of each or our systems.

To find the guide you’re looking for, simply visit our website and click on the Help & Training section, choose which product you’d like assistance with, and let the user-friendly guide do the rest!

Our newest guide explains you to use the new secure Client Portal function within the Key and we also recently refreshed our guides for MortgageBrain Classic and MortgageBrain Anywhere too. So make sure you check them out to see if there’s anything you’ve missed!

Emails
We pride ourselves on making regular changes and updates to our systems to ensure they support your needs, the changes in the industry and also regulation. So we send regular emails to all our Mortgage Brain customers so you’re the first to know about any product updates, new functionalities, and any partner events and information we think is important to you.

To make sure that you receive our emails, please contact us at marketing@mortgage-brain.co.uk!

Videos
Finally, our website and YouTube channel are brimming with quick, informative videos which guide you through our systems and make your life that little bit easier.

If you don’t have the time to partake in a webinar but you’re keen to find out how to use our products then watching our short videos is the ideal way to ensure you’re using our systems effectively, and are aware of the functionality available.

There you have it!
All the ways in which we make sure that our customers have everything they need to succeed in their businesses and make the most of our systems can be found on our Help & Training website page.

Whether you sign up to a webinar, watch a quick video, or give us a call, our free help and training will enable you to use your Mortgage Brain systems to their full capacity.

The best sourcing gets even better

We’re always looking at different ways we can enhance our offering to you, and we’re excited to be launching second charge sourcing functionality in our systems very soon.

It will be a new chapter in mortgage sourcing, as our whole of market first charge online and offline sourcing systems will now include second charge products. You will be able to compare first and second charge products side by side, so it will be much easier to advise and offer your clients alternative lending products

One system for everything
Back in January 2016 we launched LoansBrain, our free second charge loan sourcing website, allowing advisers to source and refer to a Master Broker or simply advise on second charge products to their customers.

The choice of products direct from lenders or Master Brokers are now wider than ever before, so with the inclusion of second charge products in our mainstream first charge sourcing systems, you know have the option to source both first and second charge loans all in one place.

Innovative and advanced sourcing
The new functionality will offer you the ability to compare a remortgage with a current mortgage, plus a second charge loan to assess which suits your client best.

Over 200 search criteria in our sourcing systems will help you find the products that best match your client’s requirements and display them side by side, so you can easily compare and decide which would be most suitable. This comparison function, combined with the ability to run and save different scenarios for each client, now means that the second charge loan sourcing capabilities within our systems are second to none.

The new second charge sourcing option will be available to you to select from the main sourcing screen, as well as when sourcing a re-mortgage. The control is completely with you, and that’s what’s so exciting about it.

Watch this space
We will be rolling out the enhancements to our MortgageBrain Classic system users from mid-April onwards and MortgageBrain Anywhere users will receive the update in early June.

We’re incredibly excited to be bringing you yet another quality solution to help you expand your business opportunities as an Adviser.

Introducing: New Secure Client Portal within the Key

We are delighted to announce the launch of our new online Client Portal within the Key: a facility where you and your clients can communicate and exchange documents securely and easily.

The Client Portal is the first in a series of enhancements being made to the Key this year, and is a functionality we’ve designed in order to improve and enhance the user experience and the adviser-client relationship.

So, what is it?
The new Client Portal is a virtual environment developed within the Key that allows you and your clients to exchange documents securely, as well as communicate through a secure messaging service.

Put simply, the Client Portal offers a secure space for you and your clients to share information and documentation, all in one place.

What are the main benefits?
The new functionality will enhance your service and support to your client. It will give you greater control and transparency of your exchanges with each of your clients. For your customers, the Portal allows them to upload and send you the documentation you request securely as well as enabling them to the view current status of their ongoing cases with you, be it mortgages, insurance or other products.

The interface is clean, straightforward and intuitive for your customers to navigate making this exchange of information and communication during the property purchasing process less stressful.
The online portal is available your customers on a 24/7 basis, and can be accessed via computer, tablet or smartphone, giving them complete freedom of choice as to when and where they log in.

Client Portal

How does it work?
Each client record will need to be set up for online access individually, to ensure that you can easily control which clients can access the Portal. This means you won’t have to create any unnecessary client accounts. Our user guide gives you step-by-step instructions on to how to do this.

In addition, because the Client Portal links directly to the Key database, only one person can access the client record at any one time which ensures complete data integrity throughout the system.

And what about the messaging service?
This is the place where you and your client can exchange messages with regard to their records and cases. It provides you both with a single place to communicate in, without the need to switch between the system and your emails, as well as peace of mind, with the knowledge that the Portal is completely secure.

The most recent secure messages will be displayed on the Portal’s home screen for your client’s convenience. Furthermore, every time there is a new message, your clients will receive an email so that they don’t have to keep logging into the Portal unnecessarily.

Similarly, in the Key, your clients’ messages are stored in one place, under each client record, making it much more efficient for you to access specific information about the cases you might be working on.

What’s in it for me and my client?
Your clients will not only be able to view their data, but also edit and upload their own information. Once you have initially set their client record up and activated it on the Portal, your client will be able to upload their own documents and data, which eliminates the need to send sensitive personal information via email.

The Portal will also save you time. Because it is linked directly to the Key database, there is no need to re-enter any data you already have on file for your clients. It’s simple to use and lets you work more efficiently.

Interested in finding out more? Make sure you read our full user guide in our Help and training section.

If you don’t yet have the Key, download your 30-day free trial by clicking here.