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TRM and Mortgage Brain confirm five-year contract and CRM development

  • 09/05/2022
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TRM and Mortgage Brain confirm five-year contract and CRM development
The Right Mortgage (TRM) has confirmed a five-year contract with Mortgage Brain and the late-stage development of its customer relationship management (CRM) system.


The network’s 700 members will continue to have full access to Mortgage Brain’s products including Sourcing Brain, Criteria Brain, Affordability Brain, Submissions Brain, and the Key.

TRM members recently migrated to the latest version of Sourcing Brain, bringing enhanced features, usability improvements and the integration of Hometrack AVM.

CRM system to be released this year

Over the last year, Mortgage Brain and TRM have been working together on a time-saving CRM system. The platform is in its testing phase with a trial group of advisers, with plans for a network-wide roll out later this year.

Neil Wyatt, sales and marketing director of Mortgage Brain (pictured), said: “Mortgage Brain’s vision is to completely transform the digital process for brokers.

“Collaborating with our key clients not only ensures their advisers’ needs today are captured but we future-proof the mortgage process with efficiency and intuitive client service at the heart of our development.

“We’re delighted that Adam and the team at TRM share our vision and are as excited as I am to take delivery of what in our joint opinions will be the best CRM on the market.”

Adam Stretton, managing director of The Right Mortgage and Protection Network, added: “We’ve spent a lot of time reviewing the wide variety of technology providers in the market and in all honestly none have come close to the Mortgage Brain offering.

“There is real substance to their products and working closely with them on the development of the new CRM system has given me the confidence it will be the best on the market.”

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