Mortgage Brain and Plannr Partner to Streamline Mortgage Sourcing and Submissions

Quick Summary

Mortgage Brain and Plannr have formed a strategic partnership to embed comprehensive mortgage sourcing and submission tools directly into the Plannr CRM. This mortgage sourcing integration allows financial planners to access affordability, criteria, and lender submission APIs without leaving their primary workflow, eliminating manual data re-entry.

How Does the Mortgage Brain and Plannr Integration Benefit Advisers?

The collaboration addresses the fragmented technology landscape often faced by financial planners. By embedding Mortgage Brain’s suite of tools—including Sourcing Brain, Criteria Brain, and Affordability Brain—directly into the Plannr platform, advisers can conduct deep research without switching applications. This seamless flow ensures that client data remains consistent across systems, significantly reducing the risk of manual entry errors.

• Eliminates re-keying of client information between CRM and sourcing tools.
• Enables one-click documentation transfer back to the client record.
• Provides real-time affordability checks within the existing workflow.

Advisers can now launch sourcing directly from a client record, find a suitable product, and associate that product with a case in just a few clicks. This efficiency allows professionals to focus more on high-value client advice rather than administrative tasks, leveraging this mortgage sourcing integration to reduce admin.

What Results Can Users Expect from Submissions Brain?

The integration of Submissions Brain is a critical efficiency driver for the application stage of the mortgage journey. Plannr users can now transfer case data directly to leading lenders, including major UK banks and building societies. This direct link removes the need for repetitive data entry on lender portals, which is a primary source of delay in the mortgage process.

• Direct data transfer to major UK banks and building societies.
• Significant reduction in administrative processing time.
• Enhanced compliance and audit trails by keeping data within one ecosystem.

By automating the lender submission process, the partnership ensures that the transition from research to application is frictionless. This "operating system" approach for financial planners means that 15,000 existing users of Mortgage Brain technology and Plannr’s growing client base can achieve faster mortgage offers for their customers.

Why is API-First Architecture Important for Wealth Tech?

Plannr’s API-first architecture is the foundation that allows for such deep integrations with established players like Mortgage Brain. This approach gives wealth management firms the flexibility to build a bespoke tech stack where data flows freely. Instead of being locked into a closed ecosystem, firms can connect best-in-class tools to their central CRM, ensuring a complete client file is maintained automatically.

"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." said Gareth Thompson, Chief Technology Officer, Plannr.

FF NEWS TAKE:

This partnership is a major win for interoperability in the UK mortgage market. For too long, wealth managers and mortgage brokers have operated in silos, hampered by disconnected legacy systems. By delivering a robust mortgage sourcing integration, Mortgage Brain and Plannr are proving that the future of fintech lies in deep API connectivity. This move definitely moves the needle by setting a new standard for workflow efficiency in the wealth sector.