L&G’s Mortgage Club has struck a partnership with client onboarding platform Keychain, giving members discounted access to technology designed to cut administration at the start of the advice process.
The arrangement gives club members access to Keychain’s AI-powered platform, which is intended to bring together several early-stage onboarding tasks in a single system.
L&G said advisers using the platform will be able to ask clients to upload documents securely, complete digital fact-finds and medical questionnaires, and e-sign compliance paperwork in one place.
The move comes as firms across the intermediary market continue to look for ways to reduce manual processing and improve the speed of case handling.
Keychain is designed to automate routine steps such as document requests, reminders and initial file checks, with the aim of easing the workload on advisers and administrative staff.
The platform also uses document analysis tools to flag missing information before applications are submitted, which could help reduce delays where cases fall short of lender requirements.
For L&G Mortgage Club, the partnership forms part of its wider push to give advisers access to operational tools as well as lender distribution. Members will be able to use the platform at a discounted rate, with demonstrations available through relationship managers and via the club’s website.
Clare Beardmore, director of L&G’s Mortgage Club, said: “We’re dedicated to supporting advisers with innovative solutions that help them best serve their customers.
“Our partnership with Keychain gives advisers a more efficient way to onboard clients, helping save time and deliver a smoother experience for customers from the very start of the mortgage journey.”
Francesca Bamford-Strong, adviser at Bamford Mortgages, a Keychain client and L&G Mortgage Club member, said: “Keychain is an intelligent and highly efficient system that helps us onboard our mortgage and protection clients. It’s very client-friendly, and clients find it easy to upload documents and provide information.
“The AI features add another layer of efficiency by cross-checking documents and ensuring everything is accurate and complete. We’ve used a number of client-facing systems over the years, and Keychain is by far the best.”
Jack Rogers (pictured), co-founder of Keychain, added: “Advisers and their admin teams spend a huge amount of time collecting and checking client documents and other necessary information.
“Keychain streamlines that process, from chasing outstanding documents to analysing files once they’re uploaded.”
