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.