Digital client platform Keychain has launched a suite of specialist workflows tailored to the bridging and commercial property finance markets.
The new functionality includes dynamic, case-specific fact-finds designed for the complexity of bridging and commercial transactions.
According to the firm, these enable advisers and their admin teams to simplify the process of data capture and document collection, areas which often prove particularly labour-intensive in non-mainstream finance.
Keychain’s platform already allows firms to create their own fully branded digital interface, through which clients can complete fact-finds, upload documents and electronically sign agreements.
The system integrates automation to reduce administrative burden, chasing clients on behalf of advisers and using artificial intelligence to review submitted documents, highlighting missing information or potential issues for further attention.
DEDICATED SOLUTION
With the addition of bridging and commercial tools, the platform can now serve as a dedicated solution for brokers focused entirely on specialist finance, as well as those whose work spans residential, buy-to-let, protection and commercial advice.
Jack Rogers, chief executive of Keychain, said: “Bridging and commercial cases are among the most admin-heavy and time-pressured transactions in the market.
“Advisers need tools that are specifically built for these transactions, as legacy systems designed around the vanilla residential and buy-to-let mortgage market just aren’t up to the job.
“We have expanded our platform, already used by hundreds of advisers in the residential and buy-to-let space, to give specialist finance firms a modern platform that genuinely makes their day-to-day lives easier.”