Users of The Key – Mortgage Brain’s point-of-sale, CRM and compliance system, can now offer their clients the ability to obtain and upload credit reports from credit reference agency, Noddle.
The latest version of The Key, which offers secure online data storage and supports the sale of mortgages, insurance, life and loans, now features an option for the Adviser to link to Noddle through the system’s digital Client Portal.
By using the new feature, clients can now obtain free for life access to their credit report and score, download a PDF version and upload and share that with their Adviser through the Client Portal for ongoing case management.
Mark Lofthouse, CEO of Mortgage Brain, said: “This latest integration with Noddle forms part of the many changes and enhancements being made to The Key to offer advisers and their customers the most streamlined and efficient digital advice journey.
“The Key continues to go from strength to strength; its success, widespread adoption and continuous growth in user numbers is fantastic and we’re sure that the new features and functionalities in this latest version will add to its winning formula among new and existing customers.”
