Primis and Mortgage Brain will be conducting roadshows in January for Primis members to experience the new technology platform and see its benefits.
The new system takes elements of Mortgage Brain’s SaaS client relationship management (CRM) platform and introduces a number of additional features for Primis members.
These include the referral platform, where member firms can refer clients to other firms both within and outside of the network.
Brokers’ systems and processes
Richard Howells, group managing director for financial services at LSL, said: “The mortgage ecosystem is complex, but that doesn’t mean brokers’ systems and processes have to be.
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“Our new cloud-native platform… offers the robust, scalable and agile benefits of SaaS technology, built by a team of industry experts with lender, broker, and distributor backgrounds.
“We want to help brokers drive client engagement through the advice journey and beyond and speed up the application process.”
He went on to explain that Mortgage Brain offers a single successful and experienced business relationship for Primis to support CRM, direct lender submissions, product sourcing, criteria research and affordability.
He added: “With their experience and expertise, we can concentrate on supporting brokers [to] achieve growth, deliver efficiencies, and create more robust diversified businesses.
“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.
“This offers clients a far better experience but also provides a comprehensive audit capability for compliance needs.”
Meanwhile, Zahid Bilgrami, group chief executive of Mortgage Brain, said: “We are thrilled to have been selected as Primis’ partner for this strategic delivery.
“This partnership represents the culmination of our collaboration with hundreds of industry professionals to develop innovative technology solutions.
“We are excited to be able to add Primis and their members into the thousands of regulated firms across the UK that already trust and rely on our technology to support their business.
“As we enter into this new partnership, the team and I at Mortgage Brain look forward to meeting and working closely with Primis and their members in the years ahead.”
In the middle of the year, Primis added HSBC Life UK to its protection panel.
