The mortgage network PRIMIS has announced a new partnership with industry tech provider Mortgage Brain, which is intended to help with the delivery of technology for mortgage advisors.
This next generation technology is scheduled to get its roll out during the upcoming year and it will be available to advisors who are members of the PRIMIS network. The first stage in the process will see Mortgage Brain and PRIMIS organise a number of road shows during this month where advisors can try out the brand new platform and get to know it better.
The platform that the two have joined forces on makes use of some features from the Software as a Service (SaaS) CRM system created by Mortgage Brain. These are combined with new functionalities that will be specific to mortgage advisors who are part of the PRIMIS network. Among them is the referral function, which enables advisors to refer their customers to others – either inside or outside the network.
Richard Howells from LSL Group told Mortgage Strategy that the technology expertise offered by Mortgage Brain would provide the tools needed for advisors to grow their businesses. He continued by saying:
“Our new system will not only offer greater control to brokers to manage workflows but will allow our firms to hardwire an effective CRM system into their business through one comprehensive dashboard for new leads and retention opportunities.”
Any advisor who has CeMAP training will embrace useful technology with enthusiasm when it helps with their day-to-day work.