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
Welcome to the Key
Welcome to the Key
, now the fastest growing point-of-sale and CRM system used by mortgage brokers with
over 5,000 contact users
and growing!
Sesame users please download 'the Key' software here >>
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Take a quick tour of the Key system.
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Key POS Application
Additional Mortgage Sourcing Application
Need Help?
Sesame Key Helpdesk
0871 384 0194
To learn more about Mortgage Brain
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Key Support
Release Notes:
NEW! Release Version 3.7
Release Version 3.6
Archive Release Notes
User Guides
Lead Management (June 11)
Query Reporting in the Key (June 11)
Installation and Setup (July 09)
User Setup (April 10)
Client Management (June 11)
Importing of clients, contacts & leads (June 11)
Using Multi Sale (July 10)
How to Add an IDD Template (April 10)
Completing the Mortgage Fact Find (June 11)
Completing the ProtectionGI Fact Find (Dec 09)
Products and Mortgage Sourcing Mortgage Brain (July 09)
How to setup ANMB login details in the Key (Feb 11)
Products and Mortgage Sourcing Trigold (July 09)
Processing Mortgage Business (July 10)
NEW! Mortgage File Keeping Checklist (Nov11)
Products and Quotes Exchange (Dec 09)
Closing a Product (July 10)
Updating Client Addresses (July 10)
How to Produce a Suitability Letter (April 10)
How to Create Your Own Worklists (June 11)
UPDATED! How to Submit eNBS with the Key (Dec 11)
NEW! Using the Compliance Function (Dec 11)
NEW! Using MTE Through the Key (Dec 11)
NEW! Commission Splits - Recording and Managing (Dec 11)
Using Ad-Hoc Reports (April 10)
Using the Marketing Mailshot Area (April 10)
UPDATED! Document Management (Dec 11)
Using the Key to Write Buy-to-Let Business (July 09)
Using eConveyancer with the Key (July 09)
Working with the Start Page (June 11)
UPDATED! Working with Documents (Dec 11)
Working with the Product Area General (June 11)
Working with the Product Area (Mortgage) (June 11)
Working with the Product Area (Insurance) (June 11)
Working with DiaryTasks (June 11)
Working with the Pipeline List (June 11)
Working Offline (April 10)
UPDATED! Contact Sheet (Jan 12)
UPDATED! System Requirements (Dec 11)
Document Templates
Fact Find Mortgage and Insurance Template (June 11)
Suitability Letter - Mortgage (July 10)
Suitability Letter - Protection and GI (July 10)
Sample Mailshot Merge Fields Template (July 10)