The Key, the industry’s fastest growing point-of-sale and CRM system, was chosen by Sesame as its mortgage technology solution following a rigorous selection process earlier this year.
Hundreds of Sesame’s appointed representatives have now started to realise the benefits of the system, which covers all of the FSA’s requirements for compliance and allows mortgage advisers to control the entire mortgage application process from initial contact and fact find through to product sourcing, client management and integration with the Mortgage Trading Exchange and insurance and protection companies.
John Cupis, Managing Director for Mortgages and General Insurance at Sesame comments, “We’re delighted that the roll out of The Key has commenced as planned and feedback from advisors has been very positive. The Key has the flexibility to meet their changing needs as well as the necessary compliance functionalities to meet the FSA’s Treating Customers Fairly requirements. We’re confident that this new solution will play a pivotal role in streamlining the mortgage advice and sales process.”
Mark Lofthouse, CEO of the Key comments, “The roll out and integration of systems is all on track and the feedback received to date has been excellent. The Key is widely recognised as the fastest growing and leading point of sale and business management solution and I am sure it will deliver substantial benefits to Sesame and its advisers.”
