The Key - complete integration. total control

Training and support has been designed around you. We have developed a set of tools to ensure that you're getting the most from your system.

• >> Mortgage Brain Premier and mte with the Key
• >> Setting up User Profiles and compliance settings
• >> Setting up Third Party Introducers
• >> Editing Reasons Why letter
• >> Commission Tracking
• >> Compliance Functions
• >> Using the Source from within the Key

• Improved insurance Fact Find - record insurance needs per applicant
• Enhanced marketing module - market your business based on customer needs
• Ad hoc reporting - build custom made queries for marketing your business
• Multiple sale enhancements - current products linked to fact find despite status changes
• Fact Find Notes at client, sale or product level - option to add notes against client, sale or product
• Website visitor details captured and passed directly into the Key

Mortgage brokers worked alongside us to develop the Key specifically for the mortgage market. As a dedicated application, the Key can have a dramatic effect on your company. The Key allows you and your staff to control the entire mortgage applications process from initial contact to sourcing, through to completion.

The Source

How to use the Source from within the Key

All NEW Mortgage Brain

Treating Customers Fairly...

TCF is at the forefront of the FSA's move to principle based regulation.


Complying with TCF regulations means collecting information gained throughout the entire mortgage process. Firms need to be focused on six consumer outcomes.

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Ask Mortgage 'Brian' >>

The Mortgage Trading Exchange (mte) is the quickest, simplest way to submit AIPs, FMAs and obtain eKFIs from over 25 of the UK's biggest lenders.