Mortgage Brain has launched a new version of the Key, the company’s POS and CRM system, offering customers a streamlined service via its Client Portal.
Often used by advisers to support insurance and mortgage sales, life, loans and other products, the Key’s Client Portal has been upgraded with an online customer Fact Find feature.
This development follows Mortgage Brain’s alliance with Right Mortgage Company, secure communications and messaging features and other improvements being made to provide customers with a better ‘digital customer journey’.
The enhanced Client Portal is accessible on any device, with the functionality enabling clients to complete the online Fact Find and transfer documents to advisers whenever they like, which can be reviewed in advance to any advice being provided.
This new information gathering process through digital use can shave 30 minutes off an adviser’s time and will allow them to focus more on mortgage advice. The feature is currently available at no additional cost.
“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,” said chief executive of Mortgage Brain, Mark Lofthouse.
He added: “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.”