The new system will provide mortgage advisers with a fully integrated advice process, plus access to Iress’ financial planning platform. This follows Mortgage Brain’s buyout of case management system provider MortgageStream earlier this year.
Mark Lofthouse, Mortgage Brain CEO, said: “We are pleased to be extending our relationship with SBG, whilst also adding another significant integration partner in IRESS.
“This latest development extends our mortgage sourcing web services offering to include the provision of online KFIs via a practice management system for the first time, making our online solution one of the most functionally rich in the market.”
Sesame Bankhall Group’s head of adviser technology, James Stevenson added: “Mortgage Brain is extending its online functionality specifically for SBG, which is great news for our customers.
“This is the first time that Mortgage Brain has enabled online mortgage sourcing and KFI production through a third party practice management system, a feature that will save advisers valuable time and resources.”
Mark Loosmore, business development director at Iress commented: “Integrating the Mortgage Brain platform into our Xplan product will give our users access to the Mortgage Brain sourcing engine through the XPLAN user interface.
“The integration means users get the full rich Mortgage Brain functionality, but online, with a user interface consistent with the rest of the Xplan system.”
