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