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.
Download our demonstration video
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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 3.4
Release Version 3.3
Key News December 09
Release Version 3.2
Release 3.0
Pre-Release 3.0
Release Version 2.9.35
Release Version 2.9.33
Release Version 2.9.28
User Guides
Installation and Setup (July 09)
User Setup (April 10)
Client Management (April 10)
UPDATED! Importing of clients (July 10)
UPDATED! Using Multi Sale (July 10)
How to Add an IDD Template (April 10)
Completing the Mortgage Fact Find (July 09)
Completing the ProtectionGI Fact Find (Dec 09)
Products and Mortgage Sourcing Mortgage Brain (July 09)
Products and Mortgage Sourcing Trigold (July 09)
UPDATED! Processing Mortgage Business (July 10)
Products and Quotes Exchange (Dec 09)
Products and Quotes Halifax (July 09)
UPDATED! Closing a Product (July 10)
UPDATED! Updating Client Addresses (July 10)
How to Produce a Suitability Letter (April 10)
How to Create Your Own Worklists (Nov 09)
How to Submit eNBS with the Key (Dec 09)
Using Ad-Hoc Reports (April 10)
Using the Marketing Mailshot Area (April 10)
Document Management (July 09)
Using the Key to Write Buy-to-Let Business (July 09)
Using eConveyancer with the Key (July 09)
Working with the Start Page (July 09)
Working with Documents (July 09)
Working with the Product Area General (July 09)
Working with the Product Area (Mortgage) (July 09)
Working with the Product Area (Insurance) (July 09)
Working with DiaryTasks (July 09)
Working with the Pipeline List (July 09)
Working Offline (April 10)
Contact Sheet (Dec 09)
System Requirements (July 09)
Document Templates
NEW! Fact Find Mortgage and Insurance Template (July 10)
UPDATED! Suitability Letter - Mortgage (July 10)
UPDATED! Suitability Letter - Protection and GI (July 10)
UPDATED! Sample Mailshot Merge Fields Template (July 10)