LIBF CPD-accredited training programme
Exclusively for Mortgage Brain users
Keeping your CPD up to date is essential. But what if the training you were already planning to do could also help you get more from the technology you use every day?
That's exactly what our newly LIBF CPD-accredited training programme is designed to do. Our programme gives you the opportunity to earn up to 5 hours 30 minutes of CPD while learning practical techniques that can help you save time, improve efficiency and deliver an even better experience for your clients.
Our training has been designed to help you get more from the Mortgage Brain platform through a series of practical, scenario-led sessions. You'll discover tips, best practices and time-saving techniques that you can apply immediately in your day-to-day role.
The programme consists of 10 modules, available as both live instructor-led sessions and on-demand recordings, giving you the flexibility to learn whenever it suits you.
Whether you're a mortgage adviser, case administrator, compliance manager or firm principal, simply choose the training you'd like to attend below and either book a live session or watch the on-demand recording.
How to receive your CPD certificate
Once you've attended a live training session, we'll email your CPD certificate to the email address you used to register within 24 hours of the session. There's nothing else you need to do.
If you have any questions about your training or your CPD certificate, please email [email protected].
Sourcing & Affordability Masterclass: From Research to Recommendation
Mondays @ 13:30, alternate Wednesdays @ 10:00, and Thursdays @ 11:00 - 45 minutes
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.
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Criteria & Affordability Masterclass: Interpreting Lender Rules and Assessing Borrowing Power
Alternate Wednesdays @ 10:00am - 30 minutes
Our expert team will walk you through the key features of Criteria Brain and Affordability Brain.
In our live training session we will demonstrate how these powerful tools simplify complex mortgage processes and help you deliver accurate, compliant advice faster.
Criteria Brain
Instant Access to Lender Rules – Search and compare detailed criteria across multiple lenders in seconds.
Smart Search Options – Use keyword, topic, or multi-search to pinpoint critical criteria for your clients.
Integrated Workflow – Link with Sourcing Brain to filter results and update sourcing instantly.
Compliance Made Easy – Export detailed reports for client files or compliance checks with one click.
Affordability Brain
Real-Time Affordability Checks – Run lender-specific affordability calculations without visiting multiple websites.
Multi-Lender Comparison – Process affordability across several lenders at once for faster decision-making.
Detailed Reporting – Generate affordability summaries and screenshots for complete transparency.
Seamless Integration – Combine with Sourcing Brain for a fully streamlined sourcing, criteria and affordability process.