Adopt The Key to run your back office compliantly, efficiently and securely. Our CRM system, with its secure Client Portal, offers an end to end process with one login and system.
Supporting the sale of mortgages, insurance, life, and loans, The Key has single data entry, reports, templates, unique HMRC integration and credit reports, lead generation directly back into system and a myriad of partner integrations.
You can also customise the Client Portal with your branding, as well as offer your clients a digital Fact Find, secure document exchange, messaging and case tracking - all available 24/7.
Your 30-day free trial is only a click away. Unlock the potential here.