Mortgage Intelligence has confirmed it is in a partnership with Mortgage Brain to deliver a digital solution for advisers.
The pair have been working for the past year on a digital roadmap to “set the standard in technology” for financial advisers.
Mortgage Intelligence revealed that the first step in this approach will be the migration of all existing network members to Mortgage Brain’s cloud-based sourcing system, Sourcing Brain. The transition to this software will take place on 16 May 2022.
The two companies also indicated they intend to “transform” the digital process for advisers, which will be continued with the move to a CRM system later this year. This will also see advisers consulted in the development process.
Mortgage Intelligence managing director, Sally Laker, commented: “This is an exciting step forward in terms of technology which our members have access to.
“Our mission is for our members to be ahead of the curve in terms of technology, which is why we’ve been working very closely with Mortgage Brain to ensure that this new system and future Mortgage Brain software creates a comprehensive one-stop solution for our members’ digital needs.”
Mortgage Brain sales and marketing director, Neil Wyatt, added: “Collaborating with Mortgage Intelligence, listening to broker feedback and analysing data insights has helped us to capture and refine the most efficient digital journey for brokers.
“Our roadmap for the next 12 months will provide advisers with the technology to help transform their business and we are excited that Sally and the team at Mortgage Intelligence are helping us shape the future.”
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