We are delighted to announce the launch of our new online Client Portal within the Key: a facility where you and your clients can communicate and exchange documents securely and easily.
The Client Portal is the first in a series of enhancements being made to the Key this year, and is a functionality we’ve designed in order to improve and enhance the user experience and the adviser-client relationship.
So, what is it?
The new Client Portal is a virtual environment developed within the Key that allows you and your clients to exchange documents securely, as well as communicate through a secure messaging service.
Put simply, the Client Portal offers a secure space for you and your clients to share information and documentation, all in one place.
What are the main benefits?
The new functionality will enhance your service and support to your client. It will give you greater control and transparency of your exchanges with each of your clients. For your customers, the Portal allows them to upload and send you the documentation you request securely as well as enabling them to the view current status of their ongoing cases with you, be it mortgages, insurance or other products.
The interface is clean, straightforward and intuitive for your customers to navigate making this exchange of information and communication during the property purchasing process less stressful.
The online portal is available your customers on a 24/7 basis, and can be accessed via computer, tablet or smartphone, giving them complete freedom of choice as to when and where they log in.
How does it work?
Each client record will need to be set up for online access individually, to ensure that you can easily control which clients can access the Portal. This means you won’t have to create any unnecessary client accounts. Our user guide gives you step-by-step instructions on to how to do this.
In addition, because the Client Portal links directly to the Key database, only one person can access the client record at any one time which ensures complete data integrity throughout the system.
And what about the messaging service?
This is the place where you and your client can exchange messages with regard to their records and cases. It provides you both with a single place to communicate in, without the need to switch between the system and your emails, as well as peace of mind, with the knowledge that the Portal is completely secure.
The most recent secure messages will be displayed on the Portal’s home screen for your client’s convenience. Furthermore, every time there is a new message, your clients will receive an email so that they don’t have to keep logging into the Portal unnecessarily.
Similarly, in the Key, your clients’ messages are stored in one place, under each client record, making it much more efficient for you to access specific information about the cases you might be working on.
What’s in it for me and my client?
Your clients will not only be able to view their data, but also edit and upload their own information. Once you have initially set their client record up and activated it on the Portal, your client will be able to upload their own documents and data, which eliminates the need to send sensitive personal information via email.
The Portal will also save you time. Because it is linked directly to the Key database, there is no need to re-enter any data you already have on file for your clients. It’s simple to use and lets you work more efficiently.
Interested in finding out more? Make sure you read our full user guide in our Help and training section.
If you don’t yet have the Key, download your 30-day free trial by clicking here.