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 guide to a summer of leads

We know, the smell of BBQ and freshly cut grass during the warmer months can make you want to sit back and let the summer float by. But remember, there’s still plenty of time for you to fill this season with a plethora of leads.

Whether you’re in the office or by the pool this summer, you can continue to generate leads by using some new tools and following a few of our handy tips. Your lead generation can turn into a real scorcher this summer with a little help from Mortgage Brain.

MortgageBrain B2C

Let’s start with your website. When generating leads, it’s important to consider how it looks, how mobile-friendly it is and how smart it is. That’s where MortgageBrain B2C comes in. Our professionally administered service dedicated to creating new or perfecting existing websites can aid in customising the look of your digital presence to increase the likelihood of lead generation.

This service not only allows a full integration of mortgage calculators, useful plugins but streamlines the process through online retrieval of any leads gained through the site. This allows for all leads to link directly to our own CRM system so the whole process becomes streamlined and easy to use. Generating leads has never been so easy.

Social media ads

The successes that have come for businesses by using Facebook, Twitter or LinkedIn ads are numerous. These ads allow you to create a custom audience of people you may wish to target. However, you always need to take into account where your audience is and who they are. You don’t want to be pushing Facebook ads when the majority of your audience is on Twitter. That’s why it’s important to ask yourself the following questions:

  • What platform your target audience is on?
  • Which products do you want to sell to them?
  • What are their interests?

Having a strong grasp of your target audience will most likely decrease your spend on advertising and give you the best results in terms of leads.

Learn more about Google Adwords

If you’ve got funds to focus on advertising, then Google Adwords may just be the perfect option for you in maximising your leads. The myriad of ads that Google offer will really allow you to hone in on who and where you want to target.

Understanding the purpose of the different types of ads will certainly help in passively gaining leads through Google’s advertising system. You goals can all be met depending on how far along the sales funnel your targets are going to be. It would definitely be our advice to continuously run a series of ads i.e. brand awareness, consideration, and conversion. Once these ads are in place, they can continue to run even when you’re out of office.

UKMortgages

Wait, there’s more! Our guide to a summer of leads would not be complete without yet another easy-to-use option – UKMortgages. Our very own, and completely free-to-use, lead generation suite is compiled of a consumer-facing mortgage calculator & adviser search app, a website and an Amazon Echo Skill. The UKMortgages service is only for those customers that are already using our sourcing systems so make sure you sign up today so you can really reap the benefits. This Swiss-army mortgage tool offers a fantastic way for customers to get in touch with your business at any time. Just be sure that your business details are all available by filling in all appropriate information on our website.

So, once all these lead generators are put in place, you can really begin to enjoy the summer. Feel at ease knowing that even when the workday is done and you’re at home basking in the good weather, the leads will keep coming in. From everyone at Mortgage Brain, have a fantastic summer!

UKMortgages – a helping hand for first-time buyers

There’s no doubt. Life is hard for first-time buyers (FTBs). Trying to get on the property ladder in an age of sluggish wage rises, rising property prices, and a tightening of the rules around the approval of mortgages means that FTBs must work hard to find a Lender to support them.

That’s a daunting prospect. So where do they start? We developed UKMortgages to help FTBs kick-off the process by finding an adviser who is local to them, and who has the resources to match them with a suitable Lender.

A free service for FTB or BTL owners

It’s a free service that anyone can use – FTB or seasoned BTL owner. Available via a website, as an app available from Apple or Android app stores, or as an Amazon Skill, UKMortgages gives FTBs a great starting point. With a built-in mortgage calculator and a simple postcode search that presents them with a list of local advisers, they quickly have a wealth of knowledge available to them.

Of course, this has great benefits for advisers too. Mortgage Brain sourcing customers get the opportunity to have a free listing on UKMortgages. And why wouldn’t they when the app has been started 1.7m times? Who doesn’t want free leads? It takes advisers just a couple of minutes to enter their details so that they appear in searches online, on apps or through Amazon Echo. They just sit back and let the leads come to them.

So UKMortgages is a win-win situation. FTBs have a first port of call giving them hundreds of advisers and lots of information at their fingertips and advisers get leads for free. What’s not to like?

How the Client Portal is at the very centre of your customer relationships and helps to create the ‘digital customer journey’.

If you haven’t met yet, allow us to introduce you to The Key’s Client Portal. Through an integration of MortgageBrain Classic and MortgageBrain Anywhere, The Key leads the industry as a back-office system.

For those of you who don’t know already, through the use of several handy tools used within the Client Portal, including a Fact Find functionality and secure communication and document up and download, we have been able to deliver an exceptional digital customer journey at the very centre of your customer relationships.

The benefits: they’re for both you and your customer

We always want to ensure that your clients are given the best experience possible when working through the mortgage process. Not only will the Client Portal help in a client’s decision in choosing you as their broker but it provides them with a modern and efficient experience in their dealings with you.

The ease at which you can keep your clients up to date with the process of their application is another main highlight, with the Client Portal offering 24-hour access to both you and your customers via desktop, laptop, smartphone and tablet.

Client-focused Fact Find

We cannot talk about The Key’s Client Portal without the digital Fact Find functionality. This is certainly one of the best ways to enhance your customer experience all to the good.

The Fact Find enables clients to directly enter their information into your CRM system as and whenever it is convenient for them. Following this, it will then be immediately attached to their record within The Key. It is convenient for them and just as convenient for you – no rekeying!  Plus there are benefits in developing your customer relationships as all their personal facts and information are collected before any meetings.

This could save you up to 60 minutes of the mortgage process for each case and, therefore, means that your client meeting can steer more towards focusing on advice, rather than spending much of it gathering information. You also have the ability to lock or unlock your clients’ access to the Client Portal so that you can control when they can update and access the data.

So start your digital customer journey with your 30-day free trial today. To stay up to date on all our news, The Key or otherwise, follow us on Twitter – @Mortgage_Brain – and LinkedIn.

Meet the team: Matt Surridge

As a Mortgage Brain newbie Matt is already a top performer in our sales team, and is no stranger to getting us new clients – as well as keeping our current ones incredibly happy! We decided to find a little more about one of our newest members of the team, and here’s what we discovered…

How long have you been working at Mortgage Brain?
6 months.

What does a typical day look like for you?
No two days are the same. Having ‘national’ in my job title isn’t just to sound fancy! I could be demonstrating The Key or Criteria Hub to a firm of Brokers in Scotland one day, doing round table training in the Emirates Stadium or platform presentations at Wetherby Racecourse the next day.

What’s your favourite part of your job?
I enjoy sitting down with customers, looking at the challenges they face and helping them find solutions. That might be driving more footfall to their door via websites and apps or reducing the amount of customer data they have to re-key by moving them to our CRM and sourcing systems.

What is your best Mortgage Brain memory?
I really enjoyed being part of the Vision events that Mortgage Brain host each year. These events always get fantastic feedback from everyone who attends and there are lots of valuable insights into the industry.

Why Mortgage Brain – what drew you to the company?
I’ve worked in Financial Services since 2003 and all of the tools I used were provided by Mortgage Brain. I was always impressed by the depth of functionality and how easy it was to use, so when an opportunity came up to be part of the team I jumped at it!

Matt and Phil MEL

Tea or coffee?
Coffee.

You’re stranded on a desert island. Which co-worker would you like to have with you, and why?
Gemma Lang, there would never be awkward silences and I’m sure passing ships could hear from miles away…

What’s your best party trick?
I have a bottomless appetite so normally people are fascinated/horrified at how much I can eat!

Do you have any bad habits – especially ones that annoy the rest of the office?!
I think my habit of playing with my cuffs on photos seems to annoy people the most…

What’s your best quality, and how does it help you at work?
I have always worked in companies where taking ownership of problems personally is important. I bring this approach with me to make sure that, if any of our customers have any issues that need resolving, I won’t just pass it on. I’ll make sure I remain a point of call until it is resolved.

You can follow Matt’s Mortgage Brain journey on Twitter @SurridgeMatt or by catching up with him at an event near you soon!

Meeting customers’ expectations: how a satisfied customer is the best business strategy of all

The world around us is constantly changing, and technology plays a huge part – especially in the experience of the customer. We speak to hundreds of brokers every week, so we understand how tough it is to keep up with the ever-evolving technology and offer your customers a professional modern service they deserve.

Customers now want – and expect – to interact how, when and where they want to, and we all need to evolve and adapt to fulfil their expectations. Not only do we need to keep our existing customers happy, but we need to ensure that our businesses continue to grow. After all, it’s worth remembering that one happy customer could potentially endorse a business to five, six, seven potential new customers!

At Mortgage Brain, our teams have been building solutions for many years to enable you to satisfy the modern customers’ needs – but how do we do it, and what exactly do we do?

Investing in your solutions

To ensure that we offer the latest generation systems, 40% of our revenue is invested back into our developing our systems so that we can continue to deliver new products and services regularly and enhance our existing ones.

The Key Client Portal is a good example of a new product that we were able to launch due to our continued investment. It was developed in tandem with adviser feedback and with customer experience in mind to ensure that not only do your customers benefit from great service from you as you use our systems, but that we can support you and you receive a best service from us.

leading through the mortgage market

A fully integrated end-to-end process

Our systems are fully integrated – are yours? Not everyone realises that we are the only technology software company that offers mortgage Advisers an end-to-end mortgage process with single data entry, from lead generation all the way through to mortgage submission.

All our Mortgage Brain sourcing customers have the opportunity to be listed on our UKMortgages website, app and Amazon Echo Skill for free. UKMortgages is our lead generation suite that started with an app in 2012 offering consumers the chance to find their nearest adviser by postal address, as well as taking advantage of our B2C offerings such as website creation and adding plug-ins to help with generating those all-important leads. We also offer The Key as a back office system, complete with its own secure Client Portal, which integrates with both of our sourcing systems MortgageBrain Classic and MortgageBrain Anywhere. Our free mortgage application system, MTE, then completes the mortgage process, allowing you to submit your mortgage applications to 9 of the top lenders and get responses in under a minute.

Going above and beyond that, many brokers also use ConveyancingBrain – a free system that enables you recommend to your customers a customer-rated solicitor who your chosen lender accepts, and completes the whole property-buying process. ConveyancingBrain features a fantastic case tracking facility available to your customers 24/7, allowing them to stay up to date with their case anywhere anytime – just what any modern consumer wants.

Satisfying the customer

Now that you know about all the systems at your disposal, it’s important to understand how you can use them efficiently to really satisfy your customers’ needs and wants. The Key’s Client Portal is an excellent example of this, offering an online fact find, encrypted messaging, document exchange, case updates and 24/7 access for your clients.

Here is a clear testament to the benefits of the Client Portal, from a real customer:

“There’s no doubt that using the Portal significantly speeded up my mortgage application. Having completed the mortgage questions in advance the advice felt more considered and the exchange of documents & messages with my adviser made me feel much closer to the process.” Iain M, customer

Your customers will also want to know that they’re working with someone professional and reputable, so using the branding functionality will enable you to match the Client Portal to your company branding, creating a professional look and feel and will give not only an excellent first – and lasting – impression.

Using the Client Portal can save you up to an hour per case – and, when the average broker is completing six cases per week, that’s almost a whole day you’re saving!

#LoveYourCustomer

We’re here for you

The help we offer doesn’t simply stop at our systems. Our customer service team are on hand to answer any queries you have with 97% of your calls answered first time. We also have a help and training centre, which provides guides, videos and webinars for each of our systems – all free of charge.

Our partner integrations help you enrich your offering to your clients and ultimately make your business more profitable. ConveyancingBrain, iPipeline, IRESS, Royal London and PaymentShield each offer an extra string to your broker bow – try them today if you haven’t already.

And, don’t forget, our annual Mortgage Vision events always have a host of fantastic speakers, legislation updates and market insight to help you get the most out of our systems and hear from the experts.

It’s competitive out there, but with the right tools and up to date knowledge you can meet customers’ expectations, be more efficient and, overall, offer a customer experience that you can be proud of.

Give your business a boost this festive season

While you may think that now is the time to start winding down for Christmas, your business won’t thank you for it if you do. As tempting as it may be to check out for Christmas, there’s still plenty of work to be done, and also a myriad of possible leads that you can acquire with very little work.

Even when you’re not sitting in your office this Christmas, or in front ofyour computer screen, you can still be effective in generating leads. And no, it’s not magic – here are some tips to guide you through a festive period ofproductivity, even when you’re in front of the fire with a mince pie in hand –you’ve just got to put in some work before you can put your feet up!

Christmas

Make tweaks to your homepage

Put yourself in the shoes of someone who has just landed on your website and ask yourself: is it clear what I do, is it clear what I can offer them, andhave I made it easy for them to get in touch with me?

If the answer is no to any of these, you may want to look at tweaking your home page and making it look more like a landing page. The best way to do this is by limiting the number of options people have when they first visit your homepage – make the call to actions clear, simple and easy to carry out. Don’t distract them with tons of options, which may mean they navigate awayfrom the homepage and, ultimately, away from your site entirely.

Populate your homepage with the top keywords for your intended audience, and don’t use too much jargon here – you want to pull them in, not put them off.

Take advantage of easy-to-use plug-ins, like the ones we offer, and position yourself as a credible and modern professional adviser. Our plug-ins ask only basic questions, which means visitors are more likely to fill in the form – an easy way to generate leads without having to have an initial conversation! Plus you’ll receive those leads encrypted (so no security issues) and if you use The Key, our compliance and CRM system, they’ll go directly into the system, so no rekeying.

Make use of automation

Chatbots, also known as Live Chat, are the next big thing and there are so many reasons as to why; the main one being that it means you can automateprocesses and prompt conversations. Chatbots are there to automatically engagewith any messages you receive, again, meaning you don’t have to actually bethere in person all the time.

Add a chatbot or live chat to your website – you can even customise the message on each page of your website so that you can get people to ask specific questions based on what they’re seeing on that page – there will be a reason as to why they navigated there in the first place.

The chatbot can then gather the initial information from the customer, which can then be passed over to you or one of your team to provide the most adequate support. It also saves you from having conversations with people who may not be looking for exactly what you offer.

With 56% of people admitting they’d rather message than talk over the phone to a business [Sprout Social] the functionality enables you tointeract with customers how they want to without spending too much time ormoney yourself.

Facebook advertising

Set up advertising

If you’re happy to spend money on advertising, this is another great way to get leads without having to go out yourself to get them. There are plenty of different types of ads, but we’re particularly focusing here on social media advertising. You’ll need to know:

  • What platform your target audience is on?
  • Which products you could potentially sell to them?
  • What they’re interested in?
  • How you can address them to turn them into paying customers?

There are different types of ads depending on what your goal is and how far along the sales funnel the people you’re targeting are. You will want torun a mixture of brand awareness, consideration, and conversion ads– these can be set up to run even when you’re not in the office.

UKMortgages

Another super-easy option is to include your business details on UKMortgages – our lead generation suite which is free to all our sourcing customers. Consisting of a consumer-facing mortgage calculator &adviser search app, a website and an Amazon Echo Skill, it provides a fantastic way for local customers to get in touch with your business, anytime, anywhere.  Make sure that your details are on for all to find, by completing the relevant information on our website.

A little time and effort now = long term gains

As you can see, you don’t have to be putting in backbreaking effort every single day to increase your leads. You’ll have to spend a bit of time setting processes up and putting the wheels in motion initially. But, if done correctly, these processes can then run efficiently with little tweaking needed. This all means more time for you to spend with your family this festive season, and you can’t say no to that!

Wishing you a wonderful festive period and many hours with your feet up in front of the fire with a mince pie in hand.

Welcome to Mortgage Vision

Can you believe that 2018 will be the 9th year of Mortgage Vision? We’re so proud, year after year, to be able to offer our annual intermediary roadshow to so many of you, enabling you to advance your knowledge and broaden your business horizons in this ever-changing industry.

Last year, we put on 10 free events encompassing 1,300 presentations, and travelled 2,973 miles to bring you a fantastic national roadshow – with 98.9% of you recommending them to your colleagues!

We’ve taken all your feedback on board to build an even better roadshow this year, and here’s a little about what you can expect…

What we have in store
Our annual events are put on to ensure that you gain essential knowledge about our marketplace as a whole, as well as to discover new business opportunities and network with the best and brightest in our industry.

Our roadshow will feature talks from leading companies and inspirational leaders, with Adrian Scoates from Nationwide, our CEO, Mark Lofthouse and Robert Sinclair of AMI  kick-starting each event with their platform presentations.

10 roundtable sessions will then follow, featuring: Nationwide & TMWSantander for Intermediaries, Coventry for Intermediaries, ConveyancingBrainTogetherRoyal LondonOneSavings Bank, Skipton Intermediaries, Principality Intermediaries, Fluent Money for Advisers and Mortgage Brain. Use this unique chance to talk, discuss and question your providers face to face – a great opportunity to gain valuable bits of information and keep updated.

You’ll get plenty of chance before, during and after to network with fellow Advisers, as well as enjoy a free lunch. Of course, all our delegates will be able to claim up to 3.5 hours* structured CPD towards their CII member CPD scheme. You can see the full agenda here and the one for Belfast here.

Topics being covered
The impending Brexit deal will be a hot topic covered this year, focusing on what it means for you as an Adviser and the UK economy. We’ll also be covering plenty more subjects, such as Lenders’ systemisation, the Competition Review, Adviser opportunities, and how technology can help you meet your customers’ growing expectations. Plus hear from 6 Lenders on their latest innovations and how business partner propositions can aid your income and your clients. All of that in just one morning! Read what the platform speakers and round table presenters will be talking about by clicking on each of the logos on this website page.

New locations
We’ve added two new locations to our UK tour, so we’ll be taking Mortgage Vision even further! All twelve dates are as follows:

Newcastle – Gateshead Marriott Hotel – Tuesday 25th September
Leeds – Village Leeds South – Wednesday 26th September
Southampton – Macdonald Botley Park Hotel – Thursday 4th October
Birmingham – The St Johns Hotel Solihull – Tuesday 9th October
Manchester – AJ Bell Stadium – Wednesday 10th October
NEW –  Maidstone – Tudor Park Marriott Hotel – Tuesday 16th October
Sunbury/Middx – Kempton Park Racecourse – Wednesday 17th October
London/Arsenal – Arsenal FC – Tuesday 30th October
Belfast – Hilton Belfast Templepatrick – Wednesday 7th November
Newport – Coldra Court Hotel – Thursday 15th November
NEW – Exeter – Exeter Racecourse – Thursday 22nd November
London/Elstree – Holiday Inn London-Elstree M25 – Thursday 28th November

You can now book your place for any of our twelve venues on our website – and even reserve a spot for your colleagues at the same time!

You can check out the events at www.mortgagevision.net and make sure you let us know you’re coming along by tweeting us @Mortgage_Brain and using the hashtag #MVision2018.

We look forward to welcoming you back to our 9th year of Mortgage Vision – and our best yet, we’re sure of it.

*Breaks not included. Belfast event is 2.75 CPD hours (also excluding breaks).

Can your data security stand the heat?

The current hotter weather gives us all the perfect excuse to chill out, relax with friends and family. However, there’s one thing that you can’t be relaxed about during the summer – or at any time: data security. If you let that slip, you put both your and your clients’ information at risk.

Be sensible

First on your checklist should be backing up your data, because if something goes wrong and you don’t have a copy, you risk losing it all. Backing up your computer regularly will ensure you always have contingency should the unthinkable happen. There is a variety of ways to do this. Perhaps purchase a separate hard drive that you keep on another premises or back up to a cloud – whatever you do, make sure that you do something.

You should also ensure that you update any computer programmes you use regularly. Whenever prompted, make sure you agree to the latest update so that your computer and other devices are protected with the most recent anti-virus software.

data security

Be vigilant

It’s also a must to regularly update your passwords and ensure that you use a combination of symbols, letters and numbers (we know it’s tedious, but it does help) to ensure that they are not easy to crack. The best passwords are in fact completely random, but a variety of useful password manager applications can help you manage them.

Also make sure that all your devices are stored safely. Whether in office premises or in your own home, make sure laptops and computers are not easy to spot from outside prying eyes – and also being vigilant if transporting your laptop from A to B. Being careful in the first instance will help to ensure their safety – and will also mean that you don’t have to fork out costly amounts or claim on your insurance for replacement devices.

Protect the information, not just the device

Recent history shows that even the strongest passwords can be hacked – and an awful lot of information stored on our gadgets and computers could be worth a lot to someone with dishonest intentions. So phone numbers, sensitive files, important emails and messages are best encrypted, whichever device you are using. Here are a few examples of the best encryption software you can use for laptops – and apps for mobile phones.

It’s also sensible to investigate being able to ‘wipe’ (delete) your data remotely if ever your device is lost or stolen.

Data security

Our end of the bargain

Security of data and security of systems work hand in hand. Whilst you need to do your bit, we also do ours. So we work with well-known specialist providers offering Managed Cloud Services to ensure that we have the latest security practices in place. There are regular security updates made to all our systems, ensuring they are safe from potential cyber threats. Plus all the data stored in our systems is backed up to ensure that we have a secure copy for whenever you may need it. Firewalls are in place too, preventing hackers from gaining access to any data, and with our specialist security partners, we also regularly test our systems to spot any potential vulnerabilities.

Together we’ll remain protected

As long as we work together, we can ensure that both your data and various devices remain safe and secure. So back up your data, keep your systems up-to-date and take good care of them and we’ll continue to manage things our end. Then you can relax this summer, and in fact, all year round, safe in the knowledge that your data and devices are secure.

Find a handy cyber-security leaflet on our website, and contact the support team if you have further queries on 0208 665 3200.

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!