Mortgage Brain integrates Paymentshield into CRM platform

Mortgage Brain has integrated Paymentshield into its CRM Brain platform, allowing mortgage brokers to offer clients a home insurance quote as part of the mortgage application process.

The integration means that, once a mortgage application has been submitted through CRM Brain, brokers are prompted to ask clients whether they would like help arranging home insurance. Customer information already captured within CRM Brain can then be passed automatically to Paymentshield through its API, removing the need for brokers to log into a separate system or manually re-enter information.

The companies said the integration will enable brokers to arrange home insurance within their existing workflow, while also providing an opportunity to generate additional revenue from home insurance referrals.

Neil Wyatt, chief commercial officer at Mortgage Brain, said: “Adding Paymentshield to CRM Brain is another step in our ongoing programme of updates, and it directly reflects what brokers have told us they need. By bringing home insurance quoting and referral into the platform, brokers can support clients at the point it matters most, without ever leaving the system they’re already working in.”

Nasar Hussain, associate director intermediated household at Paymentshield, added: “This integration is a positive step in helping brokers access home insurance quoting more easily within their existing workflow. By bringing together CRM Brain and Paymentshield, we’re helping to simplify the process for advisers and support a smoother experience for their clients.”


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