Plannr integrates Mortgage Brain into adviser workflow

Plannr, the CRM for financial advice firms, has announced a strategic partnership with Mortgage Brain, bringing mortgage sourcing, criteria, affordability and lender submission technology directly into the Plannr operating system.

The partnership will see Plannr integrate the latest versions of Mortgage Brain’s Sourcing Brain, Criteria Brain and Affordability Brain APIs, alongside Submissions Brain, its digital lender submission API.

The integration is designed to create a more connected mortgage journey for advisers, allowing them to move between client management, mortgage research and application without repeatedly switching systems or re-keying client information.

The first phase of the partnership brings Sourcing Brain directly into the Plannr workflow. Advisers can launch Sourcing Brain from an existing client record in Plannr, research suitable mortgage products and then return the selected product and associated documentation directly to Plannr. The product can then be associated with the relevant case and used to create a proposed mortgage plan.

The partnership will also extend into mortgage submissions through Mortgage Brain’s Submissions Brain technology.

This will allow Plannr users to transfer case data directly into the systems of a number of UK banks and building societies, reducing manual data entry at the application stage and helping to reduce both administration time and the risk of errors.

Together, the integrations create the foundations for a more joined-up mortgage journey within Plannr, connecting the client record, advice workflow, mortgage research and lender submission process.

Gareth Thompson, chief technology officer at Plannr, said: “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 re-keying, 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.”

Neil Wyatt, chief commercial officer at Mortgage Brain, added: "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.”