Ingard’s appointed representatives and company representatives will use the Key, Mortgage Brain’s system, to conduct all aspects of the mortgage sales and compliance process from initial contact and fact find through to product sourcing and client management.
The system also provides commission reconciliation and full integration with Mortgage Brain, the Mortgage Trading Exchange and third party insurance and protection companies.
Nikki Haworth, sales and marketing director at Ingard Financial, said: “The Key is widely regarded as one of the most comprehensive business management solutions available. Its compliance functionality, which far exceeds the FSA’s Treating Customers Fairly requirements, coupled with its unrivalled software integration capabilities is second to none and we’re sure it will play a huge role in streamlining the mortgage advice and sales process for our members.”
“The Key is the industry’s fastest growing CRM solution used by thousands of intermediaries,” added Mark Lofthouse, CEO of Mortgage Brain.
“The widespread adoption of the system, its user numbers and its market penetration has clearly made it the brokers’ choice for a fully integrated business management solution and we’re sure that it will not only meet but exceed expectations for Ingard’s members.”
