Sesame Bankhall Group integrates Mortgage Brain with new practice management system from IRESS in industry first
→ Sesame Bankhall Group (SBG) today announces that it has integrated the Mortgage Brain sourcing engine, ALL NEW Mortgage Brain, to its new Practice Management System, XPLAN from IRESS.
This integration is one of the most advanced in the market. It is the first time that Mortgage Brain has made the full functionality of its mortgage sourcing capability, including producing Key Facts Illustrations, available online using web services through a Practice Management System. The XPLAN user interface has been extended to drive the mortgage sourcing functionality, giving advisers a consistent experience throughout the system – bringing substantial benefits in ease of use and reduced training requirements.
Following on from SBG's recent announcement of its integration of the Avelo Exchange Portal, this latest development will provide advisers with a fully integrated Mortgage advice process within XPLAN, as well as access to IRESS' extensive financial planning platform.
Sesame Bankhall Group's Head of Adviser Technology, James Stevenson says:
Mortgage Brain is extending its online functionality specifically for SBG, which is great news for our customers. This is the first time that Mortgage Brain has enabled online mortgage sourcing and KFI production through the user interface of a third party Practice Management System, a feature that will save advisers valuable time and resources
Mark Loosmore, Business Development Director at IRESS comments:
Integrating the Mortgage Brain platform into our XPLAN product will give our users access to the Mortgage Brain Sourcing Engine through the XPLAN user interface. The integration means users get the full rich Mortgage Brain functionality, but online, with a user interface consistent with the rest of the XPLAN system – an industry first.
Mortgage Brain CEO, Mark Lofthouse, adds:
We are pleased to be extending our relationship with SBG, whilst also adding another significant integration partner in IRESS. This latest development extends our mortgage sourcing web services offering to include the provision of online KFIs via a Practice Management System for the first time, making our online solution one of the most functionally rich in the market.