CRM system offers personalised client portal

Published on

The Key’s digital Client Portal is now allowing Mortgage advisers to add their own personalisation and branding.

The new feature enables mortgage advisers to customise The Key’s secure online Client Portal with logos, banners, images and a personalised colour scheme to match the company branding.

This latest version of The Key – Mortgage Brain’s point-of-sale, CRM and compliance system – also features a number of further changes, including a new texting functionality for status actions and marketing mailshots, the ability for brokers to delete older client documents, and the option for customers to obtain and upload free credit reports from Noddle.

Mark Lofthouse, CEO of Mortgage Brain, said: “The image we portray sends an important message to clients as well as influencing how we feel about ourselves. It doesn’t matter if you’re a sole trader or a multi-national, the impact is the same, and it’s crucial that customers view us as credible, professional and successful businesses.

“The new personalisation opportunities within the Client Portal allow brokers to do just that and this, along with the other recent enhancements we’ve made, offer advisers and their customers a professional, streamlined and efficient digital advice journey.”

COMMENT ON MORTGAGE SOUP

We want to hear from you!
Leave a comment and get the conversation started.
You need to register to post, so please login or sign up below.

Latest articles

The Coventry cuts selected intermediary residential fixed rates

Coventry for intermediaries has reduced a number of residential fixed-rate products for new and...

Mortgage Advice Bureau completes acquisition of Dashly

Mortgage Advice Bureau (MAB) has completed the acquisition of technology and data company Dashly,...

The Buckinghamshire lowers rates across key ranges

Buckinghamshire Building Society has cut rates across a wide spread of residential and buy-to-let...

FCA finds protection market delivering good outcomes, says TPFG

The Property Franchise Group PLC (TPFG) has responded to the publication of the Financial...

Conditional selling remains industry flashpoint as enforcement lags

Conditional selling remains one of the most persistent and contentious issues facing the UK...

Latest publication

Other news

The Coventry cuts selected intermediary residential fixed rates

Coventry for intermediaries has reduced a number of residential fixed-rate products for new and...

Mortgage Advice Bureau completes acquisition of Dashly

Mortgage Advice Bureau (MAB) has completed the acquisition of technology and data company Dashly,...

The Buckinghamshire lowers rates across key ranges

Buckinghamshire Building Society has cut rates across a wide spread of residential and buy-to-let...