Your digital summer

Jetting off on an airplane to somewhere tropical this summer? Or, perhaps, you’re heading somewhere closer to home here in sunny England. Whatever your plans, many of you will want to make sure you’re still there for your customers, if they need you – even if that’s from a beach or whilst sunning yourself by a swimming pool!

Luckily, we’ve got you covered – not only with our products, but with some top digital tips, too.

Make sure your business is listed on UKMortgages

Summer is a popular time to move house so plenty of people will be in need of your professional help. If you are a Mortgage Brain sourcing user, you can list your business on UKMortgages, our free lead generation suite for brokers, and help local customers to find your firm’s details and get in touch.

All you need to do is to provide your details on our website and you’ll be good to go.

Source any time, any place…

MortgageBrain Anywhere is our online, whole of market sourcing system. It provides total flexibility, allowing you to source mortgages for your clients anytime, anywhere from any PC, tablet or laptop, you just need an internet connection. Products are updated automatically and there is no need to download anything.

You don’t even need to be on the same device each time you log in, either. MortgageBrain Anywhere is exactly that: anywhere! You can start a case on your computer at work, and continue it later on your iPad or tablet, which is helpful when you’re going away on holiday and don’t have access to your laptop or PC.

If you’re not yet a MortgageBrain Anywhere customer, you can get your hands on a 30-day free trial and see what you think.

Keep in step with your clients whilst away

It’s not just you who will be thinking about how you can tie up all the loose ends before going away. We can also help your clients get things in order so that they can enjoy more of their summer.

The Key Client Portal is part of our digital customer journey offering and was designed with a better customer experience in mind, to ensure efficient communication and information exchange between you and your client.

The main benefit of your clients using the Client Portal is its time-saving ability. The Portal’s Fact Find functionality enables your clients to input their own data – with 24-hour access so they can do it at a time most convenient to them. This means you can collect data on your clients without having to organise a meeting to gather this information – handy if either of you have a holiday booked during this time!

You can try the Key free for 30 days here if you don’t use it already, and we have plenty more benefits outlined for both you and your clients with regards to the Client Portal on our dedicated page.

Social media savvy?

You may be going on holiday, but your business doesn’t need to take a break! Social media is a fantastic – plus simple – way to generate potential leads and raise brand awareness even when you’re not in the office.

If you have a Facebook page, spend some time before you go away scheduling in posts. For those of you who use Twitter or LinkedIn, there are plenty of scheduling platforms around that you can use – take a look at Buffer, Hootsuite and Hubspot, amongst others.

During the summer months, it’s also preferable to share even more value-adding content such as light-hearted articles or tips that people will find interesting – anything that adds value to your followers. This is likely to gain you an engaged audience, which, if they’re in your target audience, means they may be more likely to consider your services because they have a great impression of you from social media.

In summary – enjoy your summer

So, that’s your digital summer in a nutshell! If you have any other tips about how you manage your business whilst you are away, or any other features of our systems that are helpful during the holiday season, make sure you share them by tweeting us!

Get your red trainers on!

We’re just over half way through another month, and it’s been a busy one for us all. Our fantastic sales team have been up and down the country throughout March presenting the Key Client Portal across the UK at events and conferences.

Integrating with both Mortgage Brain Classic and Mortgage Brain Anywhere, the Key is the industry’s leading back-office system, and its Client Portal now has a Fact Find functionality, which has made it even more sought-after!

For those of you who’ve not been lucky enough to bump into one of our team to find out what the Key offers, we’ve popped it all into a blog for you to explore for yourself.

The benefits: they’re for both you and your customer

The modern customer experience is a highlight of the Key’s Client Portal. Not only does the Portal provide your customer with a modern and efficient experience in their dealings with you, but it means that you can offer this as one of the main benefits for them to choose you as their broker.

The ease at which you can keep your clients up to date with the process of their application is another main highlight, with the Client Portal offering 24-hour access to both you and your customers via desktop, laptop, smartphone and tablet.

Safe and secure

Security is a top priority for us, and we ensure that it can be for you as well. The Client Portal enables you to request, send, collate and receive information securely from and to your clients. It acts as a completely secure method of communication and data storage, so you can both ensure anything you share within the Client Portal is kept safe.

Client-focused Fact Find

Of the Key’s capabilities, it’s the digital Fact Find functionality that has received the most interest since its launch – and why it will be the main focus of this blog – so you can enhance your digital customer journey even further.

The Fact Find functionality is designed to enable clients to provide their information as and when it is convenient for them. This information is then automatically attached to their record within the Key. It means that you can collect hard facts before any initial meetings. This saves you time potentially taking up to 30 minutes of the mortgage process and means that potentially your client meeting can focus on advice, rather than spending much of it gathering this information.

You also have the ability to lock or unlock your clients’ access to the Fact Find so that you can control when they can update and access the data.

While the above aren’t the extent of the Key’s highlights, they’re the most notable ones that our customers have found most useful when using the Key and its Client Portal. You can discover plenty more on our dedicated section on our website, where you can also begin your 30-day free trial.

You can find out more about the Key Client Portal, and its online Fact Find, at events up and down the country. Our events page will keep you up to date with where you can find us, and we also share where we are on Twitter @Mortgage_Brain and LinkedIn.

Introducing: New Secure Client Portal within the Key

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.

Client Portal

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.