Mortgage Brain has been appointed as a key strategic partner at PRIMIS as it looks to deliver its next generation of broker technology.

The roll out of Mortgage Brain products to PRIMIS members will start this year and the firms will be conducting roadshows in January for members to experience the new technology platform.

The new system takes elements of Mortgage Brain’s new SaaS CRM platform and introduces a number of additional features for PRIMIS members such as the referral platform, where member firms can refer clients to other firms, both within and outside of the network, using data to drive more opportunities for advice.

Group managing director for financial services at LSL, Richard Howells, said: "The mortgage ecosystem is complex, but that doesn’t mean brokers’ systems and processes have to be.

"Our new cloud native platform that offers the robust, scalable and agile benefits of SaaS technology, built by a team of industry experts with lender, broker, and distributor backgrounds. We want to help brokers drive client engagement through the advice journey and beyond and speed up the application process.

"Mortgage Brain offers a single successful and experienced business relationship for PRIMIS to support CRM, direct lender submissions, product sourcing, criteria research and affordability. With their experience and expertise, we can concentrate on supporting brokers achieve growth, deliver efficiencies, and create more robust diversified businesses."

Group chief executive officer at Mortgage Brain, Zahid Bilgrami, said: "We are thrilled to have been selected as PRIMIS’ partner for this strategic delivery. This partnership represents the culmination of our collaboration with hundreds of industry professionals to develop innovative technology solutions.

"We are excited to be able to add PRIMIS and their members into the thousands of regulated firms across the UK that already trust and rely on our technology to support their business."

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