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Keystone Property Finance unveils case tracking system

by Kevin Rose
22 June 2017
LifeQuote unveils new case tracking system
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Keystone Property Finance has launched MyKeystone, an online case tracking facility for brokers using its Classic Range of buy-to-let mortgages.

MyKeystone also contains a document library which includes checklists, application forms and other paperwork, which help with the submission of more complex cases, including supplementary information on HMOs and multi-units, and shareholder declarations for limited company applications.

Phil Riches, head of sales at Keystone, said: “A handful of brokers have trialled the system, and like us, are pleased with its functionality. In addition to tracking Classic Range cases, brokers can see where they need to provide additional information and can upload documents directly onto the system. They can even add live case notes for Keystone administrators.

“We’ve had particularly positive feedback on the proc fee monitor which shows how much commission the broker has earned with us and what’s in the pipeline.”

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Steve Light of Mortgage-Desk, a broker who tested MyKeystone, said: “MyKeystone has given me a quick way of reviewing the progress of my buy-to-let mortgage applications, saving me time as I no longer have to call the lender to get an update. The ability to both add notes and upload requested documents really speeds up the entire process. Indeed, it is a great step in the right direction.”

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