L&G’s Mortgage Club partners with AI-powered client onboarding platform Keychain

31 March 2026

L&G’s Mortgage Club has partnered with Keychain to give club members access to the AI-powered platform, helping to simplify the client onboarding process for advisers.

The partnership allows advisers to complete key client onboarding tasks in one place. Clients can securely upload documents, complete digital fact-finds and medical questionnaires, and e sign compliance paperwork, helping advisers move more quickly through the early stages of the mortgage journey.

Keychain reduces the administrative burden on advisers and their support teams by automating time consuming tasks such as document requests, reminders and initial file checks.

The platform’s AI-powered document analysis tools help identify missing information and ensure submissions meet lender requirements before they are sent, improving efficiency and reducing delays.

The partnership reflects L&G’s commitment to supporting advisers with practical tools that help them run more efficient businesses and deliver better client outcomes. Through the arrangement, club members will be able to access Keychain at a discounted rate.

Advisers interested in learning more about the platform can book a demonstration via their L&G Mortgage Club Relationship Manager or by requesting a demo through the dedicated tech partnership section of the Mortgage Club 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, Co-founder of Keychain, said:

“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.”

To learn more about L&G’s Mortgage Club, visit https://www.legalandgeneral.com/adviser/mortgage-club/

To learn more about Keychain and its mortgage and protection client platform, visit www.keychain.co.uk or email team@keychain.co.uk