Advisers using MortgageKeeper, the CRM and workflow system for mortgage and financial advisers, can now communicate with their clients through an online customer portal.
The new fully customisable customer portal will allow customers to log-in remotely to see updates on their case, add documents or complete their Fact Find.
The portal also gives adviser businesses the potential to develop an on-line business operation.
The cloud-based MortgageKeeper portal only lets the customer access the pages or information that the adviser wants the customer to see. It informs the adviser immediately when the client has provided answers or sent documents, updating the ‘tick list’ feature of MortgageKeeper automatically.
Advisers can also customise the portal to reflect their own branding.
John Rossetti of parent company eKeeper said: “Increasingly we are all used to having access to information wherever we are, and at any time. We have developed the customer portal for the advisers who use MortgageKeeper so that both advisers and clients can have instant access to their mortgage and protection cases whenever they want it, to see how a case is progressing and what is still outstanding.
“MortgageKeeper users and their clients will both benefit from the addition of the portal which is easy to use, quick and adaptable and, most importantly, secure. The portal will speed the application process and let customers see how their mortgage or protection policy is progressing.”
