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Another piece of the jigsaw puzzle!
New version of the Key - with Fact Find capability now in the Client Portal
Client's can now complete a Fact Find in the Portal which transfers directly into the Key, in addition to communicating, downloading and uploading documents securely.
  • Brand new capability – Champion your clients to complete an online Fact Find
  • Offer to your customer to enhance their digital experience
  • Choose to lock or unlock client access to the Fact Find
  • Designed to capture hard facts prior to any face to face meeting
  • Offer a more modern, professional fact finding process
  • Individual account logins for applicants 1 and 2
  • 24 hour access from smart phones, tablets and computers