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Powerful sales, CRM and case management system for mortgages, insurance, life, and loans.
Make rekeying a thing of the past with The Key's Client Portal, and integrations with sourcing systems, MortgageBrain Classic and MortgageBrain Anywhere plus multi-Lender application platform MTE (9 Lenders).
The Client Portal potentially saves Advisers an hour per case, with an online Fact Find, secure document exchange & messaging plus case tracking, and now you can brand it with your logo.
  • Full control over your sales process - compliantly manage your business
  • Reduced rekeying of client data
  • Your data securely backed up in a 'cloud'
  • Potentially save an hour per case with Client Portal
  • Configure mortgage, insurance, life & loans
  • Fees and commission tracking
  • Extensive management reporting
  • Integrations with SolutionBuilder, The Exchange, Royal London and many others
  • Online help and training (CPD webinars) along with full support
  • Integrated with MortgageBrain Classic, MortgageBrain Anywhere and MTE
10 reasons why to choose The Key, plus take advantage of our 5 free training webinars (eligible for CPD hours), videos and help guides.
The Key