Plannr strikes deal with Mortgage Brain to integrate tech into CRM
Mortgage Brain and Plannr have entered a partnership that will see the CRM and workflow automation platform integrate Mortgage Brain’s sourcing technology.
Users of Plannr, the platform designed for the wealth sector, will be able to access Mortgage Brain’s sourcing, criteria, affordability and lender submission technology directly through the platform.
Access to Sourcing Brain, Criteria Brain and Affordability Brain will allow advisers to search products, check lender criteria and assess affordability without leaving the Plannr platform.
Advisers will also be able to transfer case data directly into bank and building society systems through Submissions Brain.
These changes are expected to remove the need to switch between platforms and rekey information.
Plannr said this was the next step in its aim to provide an API-first operating system that connects technology to a single client record.
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Neil Wyatt, chief commercial officer at Mortgage Brain, said: “We’re delighted to be working with the team at Plannr. We believe partnerships are the best way to deliver meaningful solutions that achieve the best possible outcomes for end users. Integrating Sourcing Brain, Criteria Brain, Affordability Brain and Submissions Brain into Plannr means advisers can move from research to application in one place.
“I’m looking forward to seeing the opportunities that develop for both businesses and, most importantly, for Plannr’s users.”
Gareth Thompson, chief technology officer at Plannr, added: “We’re thrilled to be launching our partnership with Mortgage Brain. It’s one that our firms have been asking for, and it’s a great example of what we mean when we talk about Plannr being the operating system for financial planners. With Sourcing Brain connected directly to the client record, the research happens where the adviser already works, and everything that comes out of it lands back in Plannr automatically.
“No rekeying, no downloading and re-uploading, just a cleaner process and a complete client file. Mortgage Brain has been a brilliant partner in getting phase one live, and we’re excited about what comes next.”
