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TFA Trusted Financial Advice signs exclusive Mortgage Brain deal

  • 19/03/2019
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TFA Trusted Financial Advice signs exclusive Mortgage Brain deal
Independent financial adviser firm, TFA - Trusted Financial Advice, has selected Mortgage Brain as its preferred mortgage sourcing partner for its 32 advisers.


The firm, based in the South and South West of England, signed a three-year contract to provide its advisers with first and second charge online and desktop sourcing systems, MortgageBrain Anywhere and MortgageBrain Classic.

Charly Higman, mortgage director at TFA said: “We’re delighted to be offering our mortgage advisers access to the best sourcing systems available.

“The advances Mortgage Brain has, and continues to make, to its technology solutions shows a true commitment to not just keep pace with, but lead, the constantly evolving mortgage advice market.

“We have no doubt that its sourcing systems are the best solutions for our advisers now, and into the future.”

Mark Lofthouse, CEO of Mortgage Brain, said the business invested more than 40% of its expenditure each year into product development.

“The result is the ability to create and deploy the latest, fully integrated, technology solutions available and constantly adapt to the changing needs of the industry,” he said.

“We’re delighted to be working with TFA and further developing a long and mutually beneficial partnership relationship.”

Mortgage Brain confirmed over 2,000 new customers chose to use one or more of its products and services in 2018, including national networks, corporate firms and individual adviser firms.

This month it announced the acquisition of criteria-based sourcing solution, Criteria Hub and is planning the integration of the criteria sourcing software into its point-of-sale, CRM and compliance system, The Key.

Criteria Hub will remain available to any adviser in the market as a standalone system or it can be bought as part of a package, but the system has already agreed deals with Countrywide and Openwork handing their advisers access to the software.

TFA’s 2019 awards include “highly commended” at the 2019 NatWest Local Hero Mortgage Awards.


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