Mortgage Brain enhances digital advice solutions

Jessica Nangle

October 18, 2017

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.”

Enter your e-mail address to receive updates on this topic straight to your inbox

* indicates required
Send me news alerts on: