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
- 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
10 reasons
why to choose the Key, plus take advantage of our
5 free training webinars (eligible for CPD hours),
videos and help guides.