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Latest release: Free Noddle report, Royal London integration and more
NEW free credit reports via the Client Portal
  • Clients can now download a free credit report direct from Noddle, one of the three main credit reference agencies
  • The detailed report can then be uploaded to the Portal for you to view
NEW Royal London integration
  • Source life insurance quotes directly from The Key
  • Information is transferred seamlessly from the Fact Find to the Client record
Redesigned Introducer Portal
  • Modern user-friendly design
  • Now available to use on all devices
PLUS Product Details updates, further Client Portal, Fact Find and Client Notes enhancements, ability to save a partially completed RWL and much much more.
Details about v5.6 Royal London Integration Introducer Portal
Release v5.5.20 Update: Paymentshield integration
Learn how to use the Paymentshield integration within The Key in this updated release.
How to use the Paymentshield Integration
Previous release v5.5: Brand your Client Portal, Delete older documents, and Branch Level additions
  • Add your own company branding to the Client Portal
  • Delete older sales / documents from a client
  • Create branch level 'Reason Why Letter' templates
  • Use the new enhanced texting functionality:
    • At branch level
    • For status action
    • For marketing mailshots
PLUS we have made enhancements to prepare The Key for a future integration – watch this space!
Details about v5.5