Collecting all necessary documents and information from clients is a common pain point for mortgage & protection advisors.
Keychain is a HM Land Registry backed client portal for mortgage and protection advisers. The client portal is both desktop and mobile friendly, catering to all clients.
On Keychain, clients can share documents requested by advisers, complete the full fact find, complete a generic medical questionnaire and e-sign required documents. Automated reminders on the system take chasing off advisers' to do list.
With no setup fees and affordable monthly pricing, adviser firms of all sizes can benefit from Keychain. See below comments from advisers using Keychain.
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"We've tried various platforms over the past 13 years, but none met all our needs until we found Keychain.
Our clients find the portal easy to use, and it has significantly reduced the time our advisors and admin spend chasing clients, thanks to the handy automated reminders.
We highly recommend Keychain."
Matt Gibbs, MRG Private Clients
"We have been very impressed with both the Keychain portal and the service provided by the team.
With Keychain, we can simply email our clients a link to the online portal, or they can follow a link from our website. Clients can then complete their fact find, bespoke to each transaction type, and upload all their supporting documents.
It’s a fantastic time-saving solution."
Joe Schwok, Cheap Mortgages Ltd
"As an established DA firm, we were searching for a portal to improve the customer journey.
Keychain has provided us with a great solution, with customers finding it easy to use for both document sharing and fact finds.
If you’re a business owner considering improving your customer front end, I would recommend speaking to Keychain."
Nick Rogers, Prospect Mortgage Services
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