"Saving around 30 minutes in the advice process and delivering better customer service at the same time is a massive leap forward in the digital mortgage advice journey."
Mortgage Brain has launched a new version of the Key, its POS and CRM system, enhanced with an online customer Fact Find within its Client Portal.
This latest development is in addition to the recently announced secure document and messaging capabilities, aiming to offer adviser’s customers a more streamlined ‘digital customer journey’.
The new functionality enables clients to complete the online Fact Find and send documents to advisers which can then be reviewed prior to any advice being offered.
The enhanced Client Portal can be accessed 24/7 on any device and Mortgage Brain says the new digital information gathering process should save advisers around 30 minutes.
Mark Lofthouse, CEO of Mortgage Brain, commented: “Offering clients the ability to provide Fact Find information, provide supporting documentation and secure communications, at a time and in a way that best suits them is better for all concerned. Saving around 30 minutes in the advice process and delivering better customer service at the same time is a massive leap forward in the digital mortgage advice journey.
“These new features are available to advisers now and at no additional cost. Through our continued investment of over 40% of our expenditure each year into product research and development, we regularly deploy more new capabilities into our products than other companies for the benefit of advisers and their customers.”