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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
colour illustration of office task being completed using The Key or Web Brain

Want to be the first to hear about our brand-new CRM system launching in Spring 2024?

testimonials

Alex Austin | Product Manager

“Integrating Mortgage Brain’s criteria database and affordability calculator into our website helps brokers quickly and easily find information to make an informed decision.”

Sesame Bankhall Group

Alex Beavis | Director of Mortgage and Protection

“Thousands of our advisers across PMS, Bankhall and Sesame depend on Mortgage Brain daily for access to a wide range of tech propositions to help them work more efficiently.”

MSS

Carl Webber | Chief Technology Officer

“Changing our sourcing provider was a significant project for us, MBL's support team was brilliant and the collaboration on future developments is something that we very much value.”

Charly Higman | Mortgage and Protection Director

“Sourcing Brain offers advisers an end-to-end process for comparing products, calculating affordability, checking complex criteria and confirming estimated valuations with Hometrack.”

Fluent Mortgages

Daniel Payne

“Criteria Brain is a brilliant time-saving tool. It's easy to use and saves hours of phoning or visiting lender websites. It makes impossible cases possible. ”

The Openwork Partnership

David Booth | Mortgage Proposition Manager

“Mortgage Brain has been a trusted partner for sourcing mortgages for a number of years. With Criteria Brain, Affordability Brain and Submissions Brain, advisers have the full tool kit”.”

Ian Merriman | Head of Network Recruitment

“Sourcing Brain is simple to use, producing all your research and regulatory documentation with accuracy, straight to the clients' files.”

Affinity Group

Jamie Lewis | Managing Director

“Since we started our journey with The Key/Mortgage Brain, they have supported us at every stage and are on the cutting edge of support for businesses - a great partner!”

Mortgage Force (UK) Ltd

Paul Varney

“The single platform allows you the collect your client’s data and then source a mortgage product with ease. In addition, the site has links to the lender’s criteria and affordability calculators.”

Finance Planning Group

Pete Burgess

“At FPG we’ve worked with Mortgage Brain for almost 7 years.  We find them open and easy to deal with, and our brokers like the simplicity and ease of their systems.”

SimplyBiz Mortgages

Richard Merrett | Head of Strategic Development

“Mortgage Brain's excellent tools such as Criteria Brain and Affordability Brain help to narrow the funnel and guide advisers towards the best potential solutions.”

MSS

Rob Clifford | Chief Commercial Officer

“In addition to Sourcing Brain, we also get access to Affordability and Criteria Brain which are incredibly useful tools and make it easier for brokers to find the best products with confidence.”

Simon Fenton | Finance Manager

“Criteria Brain helps us check lender criteria against client circumstances. This fantastic system helps advisers check multiple criteria. Quicker than scrolling through lender sites.”

Sophie Waugh

“Mortgage Brain’s functions allow us to source deals, view lenders’ criteria, and check affordability making life as a broker so much easier. ”

Stephen Brown | Head of Intermediaries

“Mortgage Brain helped us build our affordability calculator. It has greatly improved our broker journey and allows brokers to quickly compare us against a myriad of lenders.”

The Mortgage Mum

“Criteria Brain, Affordability Brain and Sourcing Brain help our team so much on a daily basis, and most importantly they help our clients. They are easy to navigate and full of information.”

Tom Gwilliam | Mortgage Adviser

“Mortgage Brain is clear, simple and easy to use. Their service is second to none and consistently helps me get the right solution for my customer’s needs.”

FREQUENTLY ASKED QUESTIONS
If you can't find the answer you're looking for contact us via live chat, email or phone
How does it work and can anyone sign up to a free trial?
What support do you offer?
Does The Key integrate with any other software?
How is The Key accessed?

Products for intermediaries

Sourcing Brain

Online product sourcing

  • Free Hometrack AVM integration
  • Research multiple scenarios
  • Powerful integrations
See solution
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The Key

Simple and compliant CRM platform

  • Online customer fact find
  • Save up to an hour per case
  • Easy compliance
See solution
Reversed out logo of The Key

Criteria Brain

Save time on complex cases

  • Search six criteria at a time
  • Data verified by lenders
  • Search over 75,000 criteria
See solution
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Affordability Brain

Speedy affordability sourcing

  • Submit to 36 lenders simultaneously
  • Amend and re-run searches
  • Automatic audit trails
See solution
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Submissions Brain

Multi-lender submissions gateway

  • Submit to nine lenders simultaneously
  • Minimise rekeying
  • Save and return to forms
See solution
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Web Brain

Engaging website plug-ins

  • Increase website engagement
  • Generate leads
  • Plug-ins automatically update
See solution
Reversed out Web Brain logo

We are here to help you.
If you have any questions contact us