The Key

Mortgage Brain

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A good Customer Relationship Management(CRM) system is the backbone of any intermediary's business. Mortgage Brain provides the tools that will make your data entry, reports, templates, and lead generation processes more efficient, secure, and compliant.

  • Save up to one hour per case and give your customers a faster and more streamlined mortgage experience
  • A built-in Client Portal supports your end-to-end processes with a single login to support the sale of mortgages, insurance, life, and loans
  • Integration with Mortgage Brain sourcing solutions and multi-lender application and submission platform, Submissions Brain, means you only need to enter customer information once in The Key to populate other platforms

Features of The Key

Unlock opportunities with simple, time-saving features such as a client-facing portal with an online Fact Find, extensive reporting functionalities, and customisable templates with merge fields that can be pre-populated.

Customer information input into the Client Portal populates directly into The Key, reducing rekeying and the potential for errors. It also offers case tracking, secure messaging, and document exchange, as well as being available online, 24/7.

Why The Key?

The Key with its built-in Client Portal offers time-saving and efficiency benefits for your business:

  • Works on or offline, wherever you are
  • All data securely backed-up in the cloud
  • Easily track fees and commission
  • Extensive management reporting
  • Customisable to suit your brand and business

The Client Portal

  • Capture hard facts prior to a face-to-face meeting
  • Individual account logins for applicants 1 and 2
  • 24-hour access from smartphones, tablets, and computers