Powerful sales, CRM and case management system for mortgages, insurance, life, loans and other financial products.
Integrations with MortgageBrain Classic
ensures that extensive re-keying is a thing of the past.
The Client Portal with an online Fact Find, secure document exchange, messaging and case tracking, potentially saves Advisers an hour per case and now offers branding capability
why to choose the Key, plus take advantage of our 5 free training webinars
(eligible for CPD hours),
videos and help guides
- Full control over your sales process – compliantly manage your business
- Your data securely backed up in a 'cloud'
- Potentially save an hour per case with Client Portal
- Configure mortgage, insurance, life, loans & other products sales
- Fees and commission tracking
- Reduced rekeying of client data
- Extensive management reporting
- Integrates with iPipeline's SolutionBuilder, The Exchange etc
- Online help and training (CPD webinars) along with full support
- Integrated with MortgageBrain Classic,
MortgageBrain Anywhere and MTE
- Chosen by DAs, Sesame, Mortgage Intelligence, SimplyBiz, Alexander Hall & Connells......