In The Key’s Client Portal you have the ability to customise all aspects, with the option to add in your company logos, banners as well as brand colours. This means that you’ll be able to offer your client a completely professional process from start to finish.
Other advantages of using the Client Portal include:
* Being able to save yourself an hour per case
* Providing your clients with a far better experience
* Transferring client information directly into the Key (single data entry)
* Controlling your clients access to the Fact Find - lock and unlock
* Capturing hard facts prior to any face to face meeting
* Individual account logins for applicants 1 and 2
* Keeping clients up to date with their case progress
* 24-hour access from smartphones, tablets and computers
Take advantage of a 30-day free trial today.
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