Keychain, a digital platform designed to help mortgage and protection brokers streamline client onboarding, has launched its AI-powered document analysis tool following a successful trial with advisers already using its system.
With mortgage processing becoming increasingly complex and client expectations rising, Keychain’s all-in-one platform aims to simplify and speed up the entire client journey—from document verification to fact-finding and onboarding. The AI-powered analysis tool is designed to automate traditionally time-consuming tasks, reducing the administrative burden on advisers and their teams.
AI-DRIVEN EFFICIENCY FOR BROKERS OF ALL SIZES
Keychain developed its AI-powered document analysis tool in direct consultation with advisers, initially introducing the functionality six months ago before refining it based on user feedback. The feature allows brokers to automate document checks, verify information against lender requirements, cross-reference fact-finds, and rename files for easier submission.
Unlike many enterprise-level automation tools, which are often out of reach for smaller firms, Keychain’s AI solution is designed to be accessible to advisers at every level.
Jack Rogers, co-founder of Keychain, said: “This functionality isn’t a gimmick or something we’re looking to introduce in the next few years—it automates real, time-consuming tasks today that take advisers and admin staff away from clients.
“From checking that documents meet lender requirements to cross-referencing fact-finds and even renaming files for easier submission, this AI-powered tool removes a huge administrative burden.
“We prefer to show rather than tell—brokers can try the platform, including the AI analysis, on a free trial to see the benefits first-hand.”
Brokers already using Keychain’s platform have reported significant efficiency gains from the automation of document checks.
Lee Gathercole, Rebus Financial Services, shared his experience: “The AI-powered functionality has streamlined our processes and saved our administrators a tremendous amount of time. It provides an extra layer of safety, ensuring nothing is missed. Keychain has significantly improved our workflow and continues to be a vital asset to our operations.”
