
The Key
Every mortgage broker needs a good Customer Relationship Management system, that’s why The Key has been the backbone of the mortgage industry for 16 years with over 4,000 users. Its simple processes make your business more efficient, secure, and compliant. But look out in 2024 for our exciting new CRM platform, newly built from the ground up. You won’t want to miss it.
Why The Key
Unlock opportunities through simple, time-saving features such as a client-facing portal with an online Fact Find

Convenience
Customers can enter their own data through the client portal’s online fact find, reducing potential errors

Speed
Save up to an hour per case by streamlining processes

Compliance
No more compliance worries for data entry, reports, and lead generation
The Key Key Features
Use The Key as an essential part of your back-office and unlock opportunities to make your job quicker and easier by performing multiple tasks.
- Integration. Information from the client portal pre-populates Mortgage Brain sourcing and submission solutions to reduce rekeying
- Control. Enjoy extensive management reporting and easily track fees and commissions
- Customisation. The client portal is customisable to match your company branding.
- Power. The client portal offers case tracking, secure messaging, and document exchange.
- Accessibility. 24-hour access to the client portal and introducer portal from smartphones, tablets, and computers

Want to be the first to hear about our brand-new CRM system launching in Spring 2023?
testimonials
FREQUENTLY ASKED QUESTIONS
If you can't find the answer you're looking for contact us via live chat, email or phone
Products for intermediaries
Sourcing Brain
Online product sourcing
- Free Hometrack AVM integration
- Research multiple scenarios
- Powerful integrations

The Key
Simple and compliant CRM platform
- Online customer fact find
- Save up to an hour per case
- Easy compliance

Criteria Brain
Save time on complex cases
- Search six criteria at a time
- Data verified by lenders
- Search over 75,000 criteria

Affordability Brain
Speedy affordability sourcing
- Submit to 36 lenders simultaneously
- Amend and re-run searches
- Automatic audit trails

Submissions Brain
Multi-lender submissions gateway
- Submit to nine lenders simultaneously
- Minimise rekeying
- Save and return to forms

Web Brain
Engaging website plug-ins
- Increase website engagement
- Generate leads
- Plug-ins automatically update
