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.”

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