Keychain, provider of client software for mortgage and protection advisers, has enhanced its client portal’s features.
Launched in 2023 with backing from HM Land Registry, the platform now offers additional features including complete white-label customisation, automated client reminders, and a comprehensive generic medical questionnaire for protection cases.
Over the past 12 months, Keychain has collaborated with its existing customers to enhance the platform.
These improvements were designed to streamline the workflow for advisers and improve the overall client experience.
The white-label option allows brokers to fully brand the platform with their own logo and colours.
Brokers can include links for creating accounts and logging into existing accounts directly on their websites, providing a consistent branded interface.
Joe Schwok, director of Cheap Mortgages Ltd, said: “With Keychain, we can simply email our clients a link to the online portal, or they can follow a link from our website.
“Clients can then complete their fact find, bespoke to each transaction type, and upload all their supporting documents. It’s a fantastic time-saving solution.”
In addition, the introduction of automated reminders hopes to significantly reduce the administrative burden on advisers.
This feature aims to ensure clients complete necessary tasks in a timely manner, without the need for manual follow-ups.
Matt Gibbs, director of MRG Private Clients, added: “We’ve tried various platforms over the past 13 years, but none met all our needs until we found Keychain.
“Our clients find the portal easy to use, and it has significantly reduced the time our advisers and admin spend chasing clients, thanks to the handy automated reminders.”
Other elements of the platform, including the digital mortgage fact finds and document portal, have also received substantial upgrades.
These enhancements aim to further simplify the process of collecting and managing client information and documentation.
Nick Rogers of Prospect Mortgage Services, said: “As an established DA firm, we were searching for a portal to improve the customer journey.
“Keychain has provided us with a great solution, with customers finding it easy to use for both document sharing and fact finds.”
