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Save and Upload Credit Karma Reports to the Client Portal
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How to use the Webline Integration
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How to use the Royal London Integration
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How to manage Client Documentation Settings
How to manage Disclosure Documentation
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Watch our Videos
Creating and managing the Disclosure Documentation
(2:09 mins)
Completing the Fact Find for a Mortgage Sale
(4:51 mins)
Completing the insurance element of the Fact Find
(3:16 mins)
Using the Client - Admin Menu
(2:25 mins)
Setting up a User Role to apply to Multiple Individual Users
(1:46 mins)
Setting up users within The Key
(3:27 mins)
Setting the Compliance Checking Criteria
(1:59 mins)
Setting Up The Key to Work with Other Applications
(1:47 mins)
Creating a New Client
(2:00 mins)
Creating a New Lead
(3:14 mins)
Direct Debit Mandate (DDM)
Set up your Monthly Payment
Why use The Key?
10 Reasons to use The Key