Back To Top

Keep in step with your clients' expectations...
Offer your customers a digital Fact Find, secure document exchange, messaging and case tracking 24/7 with the Key Client Portal - now with branding capability
Make the Client Portal truly your own: Customise colour schemes, logos and images to match your company branding
  • NEW: Change background & font colours, logo and banners on the Client Portal and Login pages
  • Potentially save an hour per case
  • Champion your clients to complete a digital Fact Find
  • Fact Find information transfers directly into the Key
  • NEW: Clients can now record additional employment data, adverse credit information and more
  • Offer to your customers to enhance their digital experience
  • Choose to lock or unlock client access to the Fact Find
  • Capture hard facts prior to any face to face meeting
  • Individual account logins for applicants 1 and 2
  • Easily keep your clients up to date with their case progress
  • 24 hour access from smartphones, tablets and computers