Transform the way you source and assess mortgages with two powerful tools in one training session. Here’s what you’ll learn:
Sourcing Brain
Effortless Client Management | Create, link, and manage clients for cleaner data and faster workflows.
Smart Search & Favourites | Save your most-used scenarios and rerun previous searches instantly.
Advanced Filtering & Browsing | Explore the market, apply detailed filters, and find the perfect product in seconds.
Dynamic Comparisons | Run multiple scenarios side-by-side and generate professional reports for clients.
Compliance Made Simple | Produce complete documentation, including product selection reports, in just a few clicks.
Affordability Brain
Real-Time Affordability Checks | Run lender-specific affordability calculations directly from the platform.
Integrated Workflow | Seamlessly link affordability results to sourcing for accurate, compliant recommendations.
Detailed Reports | Generate affordability breakdowns alongside your sourcing documents for full transparency.
In this live training session we will show you how to save time, improve accuracy, and deliver exceptional client service. Plus we always have time at the end to answer any questions you may have on Sourcing Brain or Affordability Brain.
If you would like to speak with the team regarding migrating to Sourcing Brain v5, please get in touch with the Intermediary Sales team at [email protected]