The Key’s digital Client Portal is now allowing Mortgage advisers to add their own personalisation and branding.
The new feature enables mortgage advisers to customise The Key’s secure online Client Portal with logos, banners, images and a personalised colour scheme to match the company branding.
This latest version of The Key – Mortgage Brain’s point-of-sale, CRM and compliance system – also features a number of further changes, including a new texting functionality for status actions and marketing mailshots, the ability for brokers to delete older client documents, and the option for customers to obtain and upload free credit reports from Noddle.
Mark Lofthouse, CEO of Mortgage Brain, said: “The image we portray sends an important message to clients as well as influencing how we feel about ourselves. It doesn’t matter if you’re a sole trader or a multi-national, the impact is the same, and it’s crucial that customers view us as credible, professional and successful businesses.
“The new personalisation opportunities within the Client Portal allow brokers to do just that and this, along with the other recent enhancements we’ve made, offer advisers and their customers a professional, streamlined and efficient digital advice journey.”
