However you work, on whatever system, you can take advantage of our new API technology:
Smartr365 users: Once brokers have completed their fact find within their Smartr365 CRM, within a few clicks brokers can generate a DIP and convert to FMA via SmartrConnect, pre-populating and submitting the full application using the data already entered. Distribution partners with access via Smartr365 include L&G Mortgage Club, Sesame Bankhall Group, Just Mortgages Direct, and OpenWork.
Mortgage Brain users: Complete your fact find in CRM Brain, where you can generate a DIP and simply click a button to convert to FMA. The system pre-populates the full application with the client and property data you’ve already entered. Brokers also have the ability, where they don’t use CRMBrain to use Submission Brain, which is a standalone application form, no prepopulation, which can then be submitted to us via the DIP and FMA API.
Other platforms: Networks and partners, including Primis, Stonebridge and OMS are already integrating with Mortgage Brain to enable the same journey, effectively using the tech provider’s underlying ‘cabling’.
All brokers: Even if you don’t use a CRM system, you can still generate a DIP and convert to a full Halifax application through Mortgage Brain’s standalone Submission Brain.
With each of these options, the only time you’ll need to touch Halifax Intermediaries’ system is to pay fees and/or upload supporting documents.
We know this is a big shift, but we’re here to support you as always. Our business development managers (BDMs) and support teams are here to talk you through the process and help you make the most of this technology.