Mortgage Brain turns the Key with enhanced digital advice solutions

19 October 2017

A new version of the Key, Mortgage Brain’s market leading POS and CRM system, has been launched offering a more customer-centric, digital advice journey through its integrated Client Portal.

The Key, used by many thousands of mortgage advisers to support the sale of mortgages, insurance, life, loans and other products, has now been enhanced with an online customer Fact Find within its Client Portal.

This latest development is in addition to the recently announced secure document and messaging capabilities and forms part of the many changes and improvements being made to offer adviser’s customers a more streamlined ‘digital customer journey’.

Offering a modern and flexible process to information gathering, the enhanced Client Portal can be accessed 24/7 on any device – computer, tablet or smartphone.

The new functionality enables clients to complete the online Fact Find and send documents to advisers at a time that suits them, which can then be reviewed prior to any advice being offered.

A preferred route for many customers, this new digital information gathering process should save advisers around 30 minutes in the process and enables them to dedicate their time to mortgage advice.

Mark Lofthouse, CEO of Mortgage Brain, comments, “Offering clients the ability to provide Fact Find information, provide supporting documentation and secure communications, at a time and in a way that best suits them is better for all concerned. Saving around 30 minutes in the advice process and delivering better customer service at the same time is a massive leap forward in the digital mortgage advice journey.

“These new features are available to advisers now and at no additional cost. Through our continued investment of over 40% of our expenditure each year into product research and development, we regularly deploy more new capabilities into our products than other companies for the benefit of advisers and their customers.”