Mortgage Brain’s POS and CRM system ‘The Key’ has launched in the hope of offering more customer-centric, digital advice journey through its integrated client portal.
The Key is used by mortgage advisers to support the sale of mortgages, insurance, life, loans and other products; and has now been enhanced with an online customer fact find within its client portal.
The client portal can be accessed 24/7 on any device enabling enables clients to complete the online fact find and send documents to advisers at a time that suits them which can then be reviewed prior to any advice being offered.
Mark Lofthouse, chief executive of Mortgage Brain, said: “These new features are available to advisers now and at no additional cost. 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.”