The Key is a powerful sales, CRM, and case management system that helps advisers streamline their
processes across mortgages, insurance, life, and loans by performing multiple tasks efficiently
and most importantly, compliantly.
As a purpose built solution for the mortgage industry, The Key surpasses the capabilities and
functionality of standard CRM systems helping you to unlock opportunities with simple, time-saving
features such as a client facing platform with an online Fact Find, extensive reporting functionalities,
and customisable templates with merge fields that can be pre-populated.
User-friendly Fact Find
The Client Portal
is an online Fact Find built into The Key that takes information input by the
client and feeds it directly into the system meaning no re-keying of data and greater accuracy.
Saving you up to an hour per case, it leaves you more time to do the more important things you
want to do, like giving clients advice.
Why The Key?
- Works on or offline, wherever you are
- All data securely backed-up in the cloud
- Easily track fees and commission
- Extensive management reporting
- Customisable to suit your brand and business
Flexibility through system integrations
The Key has full integration with product sourcing solutions
, and once launched, with the multiple
application and submission platform Lendex
too This allows you
to transfer customer information directly from The Key into those solutions to minimise the re-keying of information.
In addition, it is designed to support API integrations to enable you to bring your internal systems
together to maximise productivity and reduce your time spent moving between systems to update information.