The Key software is the leading business management system for mortgage brokers covering all
the FSA requirements for compliance, a complete customer management module and disaster recovery system

Features of the Key:

• A single technology solution
• Helps control the sales process
• Gives access to Third party links
• Immediate real time access to all cases and updates to cases
• Commission and Fee accounting and reconciliation
• Complete control of business management information
• Business analysis tools to help with marketing and promotions
• Tracking and development records for each of your advisors

Want to see what all the fuss is about, have a look at a demonstration of the Key and see how this product can change your business
Click here to learn more

Sales and Marketing

See how the Key can answer some of your issues with your own sales and marketing process, read what the Key can do for you.

Controlling the Sales Process the Key

the Key to Controlling the Sales Process

You have complete control over which parts of the sales process are tightly controlled, and where more freedom can be given. You could choose, for example, to insist that an IDD is printed before the factfind is completed, or could choose to have mandatory factfind fields completed prior to mortgage sourcing etc. There are a number of ways in which the process can be mandated within the system and flexibility is allowed so that if required, less experienced advisers are given less freedom than those who are more experienced.

You control the documents that are used. Documents such as the IDD or Reason Why Letter are defined by you with multiple versions available if required to suit varying circumstances.

the Key provides a simple but complete record of the sales process from lead to beyond completion with all documents stored in one place and date, time and author stamped - The perfect audit trail for you to demonstrate compliance with the FSA rules.

Marketing and Promotions Records the Key

the Key to Marketing and Promotions Records

the Key provides extremely useful and easy to use business analysis tools to assist in devising marketing campaigns. Especially important are the 'review reports' that identify which cases are coming up for review as a result of the expiry of fixed or discount periods, or because the adviser has specified a review date. This enables proactive development of repeat business.

The system has the facility to issue ad hoc or bulk mail merged letters. Templates defined by your marketing department can be loaded onto the system for local use, or central mailshots can be issued. When combined with the review reports, this produces a very powerful business development tool.

Business Management the Key

the Key to Business Management

the Key gives business managers complete control and management information in connection with sales, administration, compliance, training and local marketing aspects of the business. At a glance, managers or supervisors can see details of all outstanding tasks within their area, whether they are managing sales, compliance or admin.

Access to the system is totally controlled by you and it can be run on your server or on our server.

In addition to standard management information reports, the Key will automatically produce the FSA required 'RMAR' reports at the touch of a button.

Testimonials and Case Studies

“We compared a number of systems and believe that the ease of use and technological capabilities of The Key, is, by far, the best solution for us available on the market”

Click here to read more about what some of our clients have said about us, our service and our products...

Plus click here to read Frank Eve’s article about the Key featured in Mortgage Strategy

Compliance and Administration

Finding dotting the i's and crossing the t's in compliance still an issue, the Key will help you on your way.

Plus if finding the right way of doing things quickly is always an issue…

the Key will also enable to access links easily and create processes that are easy to follow.

Third Party Links the Key

the Key to Third Party Links

There are three significant areas of integration in the Key.
For mortgage sourcing the Key has full two way integration with Mortgage Brain. For electronic trading it also has full two way integration with Mortgage Trading Exchange and this is available to those who use Trigold for sourcing as well as to Mortgage Brain clients.

For general insurance and protection products the Key has full two way integration with Webline, Paymentshield and, imminently, Legal & General (The Exchange is one-way (2 way is expected Sept/Oct 06)).

For simplified working, the Key is fully integrated with Office software which allows:

• Tasks can be copied into an Outlook calendar if required

• Emails sent or received in Outlook to be produced, recognised and stored in the Key

• Many documents produced in the Key are constructed in Word but output as PDF's. This reduces training needs and increases flexibility

• All reports exported automatically into Excel for further manipulation and analysis without further training

Commission and Fee Accounting and Reconciliation the Key

the Key to Commission and Fee Accounting and Reconciliation

the Key can be used to record all incoming procuration fees and commissions which are then matched against expected income. This provides automated reconciliation of fees and commissions as well as greater management information.

In particular, the Key will automatically produce reports, by individual adviser or provider, by team, by appointed representative, by company or any other grouping, showing:

• Pipeline
• Fees and commissions due
• Fees and commissions received
• Fees and commissions outstanding

Training and Development Record the Key

the Key to Training and Development Records

the Key provides a simple but comprehensive tool for tracking and maintaining the training and development records of each adviser. This is particularly useful as it can be accessed at the same time by supervisors, managers, trainers and compliance officers.

Mortgage and Policy Administration the Key

the Key to Mortgage and Policy Administration

Using the Key, your administration or packaging staff have immediate real-time access to all cases and updates to cases. It is simple to communicate and pass tasks between advisers and administrators working on cases and to make referrals for other business.

Furthermore, the administrator and adviser, as well as the customer and any introducer, can all have remote access to allow them to track cases from the comfort of a Spanish Internet café!
You define the 'workflow' for each type of product sale. This simply identifies the 'processing' stages that each case should go thorough and allows outstanding work to be identified clearly, thus avoiding errors.

Compliance the Key

the Key to Compliance

While no system will prevent deliberate disregard of the rules, the Key has been designed to make it as hard as possible to get things wrong. For example, every client is checked and rechecked against the Bank of England anti terrorist lists every time a new client is entered. The user does not have to remember to do this - it happens behind the scenes automatically.

The ability to define all documents and standard letters, and to control the sales process is important for compliance with rules, but the Key has other important tools to aid the compliance function:

• Risk weighting based random file sampling

• On-line compliance auditing and follow up

• Compliance exception reports to spot errors

The Key software is the leading business management system for mortgage brokers covering all the FSA requirements for compliance, a complete customer management module and disaster recovery system

The Key software is the leading business management system for mortgage brokers covering all
the FSA requirements for compliance, a complete customer management module and disaster recovery system