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The Key
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Adviser Guide for the Client Portal
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Save and Upload Credit Karma Reports to the Client Portal
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Installation and Setup Guide
How to use the Webline Integration
How to use the Paymentshield Integration
How to complete the Fact Find
How to create an Ad Hoc Report
How to create the RWL
How to edit the RWL
How to use Status Actions
How to manage Client Documentation Settings
How to manage Disclosure Documentation
How to manage User Roles
How to manage Work lists
How to set up Compliance Checking Criteria
How to set up User Profiles within The Key
How to use and interpret the Client Admin Menu
How to use the SolutionBuilder Integration
How to run a Mailshot
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How to Use the Mortgage Enquiry Form
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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