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
integrations with sourcing systems, MortgageBrain Classic
plus multi-Lender application platform MTE
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
- NEW free Noddle credit reports via the 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
why to choose The Key, plus take advantage of our 5 free training webinars
(eligible for CPD hours),
videos and help guides