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Offer your clients flexibility and convenience as they provide information through The Key's Client Portal when they use the online Fact Find, secure document exchange and messaging which gives them the access case status updates 24/7.
  • Save up to an hour per case
  • Provide your clients with a far better experience
  • Customise the background & font colours, add your logo and banners
  • Client information transfers directly into The Key (single data entry)
  • Control your clients access to the Fact Find - lock and unlock
  • Capture hard facts prior to any face to face meeting
  • Individual account logins for applicants 1 and 2
  • Keep clients up to date with their case progress
  • Used 5,000 times a month by clients
  • 24 hour access from smartphones, tablets and computers
"On average we are saving at least an hour per case, possibly more. The system is clear and straightforward and the general feedback from clients is positive. It's making us look more professional and streamlined with clients and also offering a secure service. It's refreshing to have a system that showcases advances in technology, is more efficient for us and our clients and finally makes the mortgage journey slicker."

Alex Groom, AGA Mortgages