The web-based sourcing system has been updated following broker feedback, with faster processes and improved features.
Every adviser has access to CPD-accredited training webinars, available through Sourcing Brain. Each session includes practical demonstrations, tips for getting the most from the modules, and a live Q&A. Advisers can also use on-demand videos and guides in the Mortgage Brain Hub Help Centre, with support from Mortgage Brain by telephone and live chat.
Wesleyan FS advisers will also gain access to Mortgage Brain Hub, which brings Sourcing Brain, Criteria Brain and Affordability Brain together in one web-based platform with a single login.
Sourcing Brain covers products from more than 100 lenders, representing around 98% of the UK mortgage market, and is updated twice per day.
The updated version includes an improved interface and navigation, with results returned 10 times faster than the previous version.
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There is also a browse mode so advisers can view a lender’s full product range without entering client data. Client records can be created in a sourcing session, so advisers without a CRM can still manage clients from search to application.
Additionally, Sourcing Brain enables advisers to re-source cases and re-run an existing case without entering data again.
There are also comprehensive explanations for why a product has been excluded so criteria can be adjusted, side-by-side scenario tabs, one-click documents including illustrations, payment summaries and stress tests, and illustrations that automatically update to show when the price, deposit or loan to value (LTV) changes.
Search results are automatically saved to a client’s file, and there is a free Hometrack automated valuation model (AVM) for instant property valuations.
Neil Wyatt, chief commercial officer at Mortgage Brain, said the company was “delighted” to welcome the advisers onto the upgraded platform, adding: “Wesleyan’s advisers serve professionals whose income and career paths don’t always fit the standard mould, so speed and accuracy really matter. We look forward to supporting the team through our CPD-accredited training as they get the most from their new tools.”
Clare Batchelor, head of remote advice at Wesleyan FS, said: “Our advisers need sourcing tools that keep pace with their busy, diverse clients. The upgraded Sourcing Brain is faster and easier to use, so our team spends less time on research and more time with clients.
“The feedback from advisers who have already moved across has been really positive, and the CPD-accredited training means everyone can make the most of the new system from the start.”
