2nd May 2018

Mortgage Brain: Survival of fittest: Meet your customers where they are

Around-the clock, omni-channel and in control are some of terms used to describe the modern consumer*. Increasingly informed, demanding and impatient, they want answers here and now and have little tolerance for lengthy admin procedures. This means businesses can no longer continue doing things ‘the old fashioned way’ such as rely solely on phone and email for communications, stick to the 9-5 availability and so on. So what’s a broker to do?   

The good news is that we’re here to help you. With our online Client Portal within the Key you can offer your clients the flexibility and freedom to communicate, exchange documentation with you and get updates when and where it’s convenient for them.

Available 24/7 on laptops, tablets and phones to your clients, our Client Portal allows you to request, send, collate and receive information securely from and to your clients plus keep them up to date with the progress of their cases.

Integrating with both Mortgage Brain Classic and Mortgage Brain Anywhere, the Key is the industry’s leading back-office system, and its Client Portal now has a Fact Find functionality, which has made it even more sought-after.

Two-way benefits

The modern customer experience is a highlight of the Key’s Client Portal. Not only does the Portal make your clients’ application process smoother and more efficient, but it means that you can offer this as one of the main benefits for them to choose you as their broker.

Security is a top priority for all of us these days, and the Portal acts as a completely secure method of communication and data storage, so you can both be sure anything you share within the Client Portal is safe.

Client-focused Fact Find

Of the Key’s capabilities, it’s the digital Fact Find functionality that has received the most interest since its launch.

The Fact Find is designed to enable clients to provide their information as and when it is convenient for them. This information is then automatically attached to their record within the Key. It means that you can collect hard facts before any initial meetings, potentially saving yourself up to 30 minutes of work and being able to focus your client meetings on advice rather than information gathering.  

The bottom line

As you can see, staying ahead of the game is easier than you might think. Adopt the Key Client Portal to enhance your digital customer journey and answer your customers’ needs. It’s survival of the fittest – make sure you are one of them!

You can discover plenty more on our Key Client Portal dedicated section of our website, where you can also begin your 30-day free trial of the Key.

*Source: https://www.sas.com/en_gb/insights/articles/marketing/modern-consumer.html

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