The new system, the Key version 3, enables brokers to track concurrent sales - and contain separate cases for each sale - which gives them the ability to group all product and compliance documentation, as well as mortgage and GI application forms, for a particular case in one electronic file.
To help speed up the whole sales process, Version 3 also allows brokers to send their clients an online version of the Key's fact find, which they can check, update and send back direct to the broker's system to ensure all relevant information is inputted and stored, prior to a face to face meeting.
A host of other features have also been introduced, including enhanced compliance monitoring and improved lead management functionalities, as well as customisable column displays, a redesigned workflow task configuration to improve ease of use and integrated mortgage, insurance and term product links, to help increase revenue streams.
