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The Key’s Client Portal is the perfect system to use to ensure efficiency for both you and your clients. Here are just some of the features that you can take advantage of:
* Save yourself an hour per case
* Provide your clients with a far better experience
* Customise the background & font colours, add your logo and banners
* Client information transfers directly into the Key (single data entry)
* Control your clients access to the Fact Find - lock and unlock
* Capture hard facts prior to any face to face meeting
* Individual account logins for applicants 1 and 2
* Keep clients up to date with their case progress
* Used 5,000 times a month by clients
* 24-hour access from smartphones, tablets and computers
Start your 30 day free trial of The Key and explore the Client Portal today.
