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How to Source with Sourcing Brain

Step-by-step guide to using Sourcing Brain for mortgage product sourcing.

How to Source with Sourcing Brain

Overview

Sourcing Brain (also known as MortgageBrain) is an online whole-of-market mortgage sourcing tool integrated into Smartr365. It allows you to search for mortgage products, generate illustrations, and import product details and documents directly into your Smartr365 cases.

Setting Up Your Credentials

Each adviser needs their own Sourcing Brain credentials saved in Smartr365 before they can run sourcing sessions.

  1. Go to Settings > My Credentials.

  2. Open the Sourcing Brain section.

  3. Enter your Sourcing Brain UserName and Password.

  4. Click Save.

Getting Started

Where to find it:

  • Quick Sourcing: Go to Quick Sourcing from the left-hand navigation, then click Access now on the Sourcing Brain card.

  • From a case: Open a mortgage case, click the Sourcing tab in the toolbar at the top of the case, then click Access now on the Sourcing Brain card.

Prerequisites: You must have your Sourcing Brain credentials saved in Settings > My Credentials.

Step-by-Step Guide

Sourcing from within a Case

  1. Open the case and click the Sourcing tab.

  2. Click Access now on the Sourcing Brain card.

    2_Sourcing.png

  3. Review the client data that will be sent (applicant name, date of birth, employment status and salary, buyer type, purchase price or property value, deposit, loan amount, term and property details). This data is pulled from your case.

  4. Click Confirm and continue to start Sourcing Brain with this data, or click Continue without data to start a blank session where you re-enter the client details.

    3_Launch_with_data.png

  5. When Smartr365 tells you your session is ready, click Continue to Sourcing Brain. Sourcing Brain opens in a new browser tab.

    4_start.png

Working in Sourcing Brain

  1. Complete any further details if required, then click Source in the bottom right corner. Complete any additional details if required, then click Results in the bottom right corner.

    5_results.png

  2. A list of results from a range of lenders displays. Select your chosen product and click Illustration in the bottom right corner.

    6_results.png

  3. Complete any additional details required, such as proc fees, then click Generate Illustration Documents in the bottom right corner.

    7_generate.png

  4. Wait for the page to display Client and documents saved OK. The product is now saved from this session and will be available back in Smartr365.

    7_saved.png

  5. To save more products from the same session, click Back to Results and repeat these steps. All saved products are returned to Smartr365.

Bringing Products into Your Case

  1. When you have finished, go back to your Smartr365 tab, click End session and retrieve products and confirm. To cancel without retrieving anything, click Abandon Session.

    9_end_session.png

  2. Your saved products display as individual cards. Click View Product on a card to see its details, and use the arrows to move between illustrations.

    10_products.png

  3. Click Add to case. Tick Import product to write the product details to the mortgage case, and tick the documents you want to add to the client's Document Store. Then click Yes please, import selected data.

    13_doc_store.png

  4. Repeat for each product if you want to retrieve documents from more than one product.

Quick Sourcing (without a Case)

  1. Go to Quick Sourcing and click Access now on the Sourcing Brain card.

  2. The session starts without any client data. Click Continue to Sourcing Brain to open it in a new tab.

  3. Search for products and generate illustrations as described above.

  4. Return to Smartr365 and click End session and retrieve products.

  5. Click View Product on the product you want, then click Add to case, tick what you want to import and click Yes please, import selected data. The Add Case dialog opens, pre-filled with the applicant names from the session, so you can create a new case; the selected product details and documents are added to it.

Tips & Best Practices

  • If you return to Sourcing Brain while products from your last session are still available, Smartr365 takes you straight to the products page. Click Start new session to begin a new search.

  • Session data is available for a limited time or until you start a new session.

  • You can choose to import just the documents (for example illustrations and key facts), just the product details, or both.

  • Sourcing Brain requires periodic password resets. The Sourcing Brain page in Smartr365 shows a banner when your Sourcing Brain password expires within 10 days or has expired. Reset it on the Sourcing Brain website, then update it in Settings > My Credentials > Sourcing Brain.

Troubleshooting

Q: I see "To activate this service, enter your Sourcing Brain credentials in Settings > My Credentials". What do I do?

A: Your Sourcing Brain login has not been saved in Smartr365 yet. Go to Settings > My Credentials and enter your Sourcing Brain username and password.

Q: I get an error when launching Sourcing Brain from a case. What should I check?

A: This usually means some client data that Smartr365 sends to Sourcing Brain is missing or invalid. Check that each applicant has:

  • A title

  • A valid date of birth

  • At least one employment record, with employment status and salary

  • A current residential address in their address history

Also check the mortgage details: buyer type, purchase price, deposit and term. If Quick Sourcing works but case sourcing fails, the issue is with the case data, not your credentials. If sourcing works on most cases but one fails, compare the failing case with a working one to spot what is different. If the error message includes a reference code, note it down when contacting support.

Q: Sourcing Brain keeps logging me out or I am stuck in a login loop. What should I do?

  1. Check your password has not expired. Visit the Sourcing Brain portal directly to reset your password, then update it in Smartr365 under Settings > My Credentials > Sourcing Brain.

  2. Try a different browser. Use a standard browser window rather than a private or incognito window.

  3. Clear your browser cache and cookies. Stale session data can cause login loops.

  4. Re-enter your credentials. Go to Settings > My Credentials > Sourcing Brain, re-enter your username and password, and click Save.

Q: I completed a session but the products did not come back to Smartr365.

A: Make sure you clicked Generate Illustration Documents and saw Client and documents saved OK for each product before leaving Sourcing Brain. Then go back to the Smartr365 tab you launched it from (the page that says your Sourcing Brain session is in progress) and click End session and retrieve products. If you have left that page, start a new session.

Q: I see "Sourcing Brain needs attention" when I start a session.

A: Smartr365 could not connect to Sourcing Brain with your saved credentials. Click Get Help in the message for reset instructions, then check your username and password in Settings > My Credentials > Sourcing Brain. Contact Sourcing Brain directly if you need to reset your credentials.

Need More Help?

If you need further assistance, contact our support team through the chat widget or email support@smartr365.com.

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