Mortgage advisers are now able to showcase their professional image to customers by adding their own branding and personalisation to The Key’s digital Client Portal.
The latest in a series of planned system enhancements, the new functionality enables mortgage advisers to customise The Key’s secure online Client Portal with logos, banners, images and a bespoke colour scheme to match the company branding.
This latest version of Key – Mortgage Brain’s point-of-sale, CRM and compliance system – also features a new texting functionality for status actions and marketing materials. It also grants brokers the ability to delete older client documents and allows customers to obtain and upload free credit reports from Noddle.
The Client Portal can save brokers and mortgage advisers up to an hour per case in the information gathering process, Mortgage Brain says. Over 5,000 customers of advisers are using the system as part of a modern, customer-centric, digital advice journey.
“The image we portray sends an important message to clients as well as influencing how we feel about ourselves,” Mark Lofthouse, chief executive officer of Mortgage Brain, commented.
“It doesn’t matter if you’re a sole trader or a multi-national, the impact is the same, and it’s crucial that customers view us as credible, professional and successful businesses.”
A regular user of The Key, Alex Groom from AGA Mortgages, added: “On average, we are saving at least an hour per case, possibly more by using the Client Portal. The system is making us look more professional and streamlined with clients and also offering a secure service.”
With 24/7 access, the Key Client Portal features an online customer Fact Find and the ability for customers to securely send documents and messages to an adviser at a time and place that suits them.
The system is part of an end-to-end mortgage process, from lead generation through to mortgage submission through Mortgage Brains integrated proposition. It is used by thousands of mortgage advisers to support the sale of mortgages, insurance, life and loans.