CRM Brain
by Mortgage Brain · CRM and customer experience · Bromsgrove, United Kingdom
CRM for mortgage advisers
What CRM Brain does
- Introducer Portal
What CRM Brain is used for
- Manage tasks, roles and user permissions
- Track client case progress through a portal
- Keep a single central client record
- Report on pipelines, commissions and risk
- Support compliance and audit trails
Who CRM Brain is for
- Brokers
About Mortgage Brain
UK mortgage technology covering sourcing, criteria, affordability, CRM and submissions for brokers and lenders.
Mortgage Brain in the vendor registry: its products, features and similar vendors.
Also by Mortgage Brain
- Mortgage Brain Hub: Online mortgage management for brokers
- Sourcing Brain: Mortgage product sourcing
- Criteria Brain: Lender criteria search
- Affordability Brain: Lender affordability calculations
- Distribution Brain: Product distribution for lenders
More in this category: CRM and customer experience software for financial services.
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Built by Vederca from public sources, last updated 2026-10-18.