Keychain, the digital client platform for property finance advisers, has introduced specialist bridging and commercial workflows.
The new workflows include dynamic fact-finds tailored specifically to bridging and commercial transactions. These enable firms to streamline data capture and document collection for complex property finance cases.
Keychain provides firms with their own fully branded client platform, where customers can complete fact-finds, share documents, and e-sign agreements from one platform and on any device. The platform reduces the time advisers and admin teams spend on collecting case files by automating client chasing and using AI to check uploaded documents and flag areas for further investigation.
This launch means that Keychain’s platform can now be used as a dedicated solution for bridging and commercial-only advisers, as well as by firms offering a full range of advice across residential, buy-to-let, protection, bridging, and commercial finance.
Jack Rogers, CEO of Keychain, said: “Bridging and commercial cases are among the most admin-heavy and time-pressured transactions in the market. Advisers need tools that are specifically built for these transactions, as legacy systems designed around the vanilla residential and BTL mortgage market just aren’t up to the job.
"We have expanded our platform, already used by hundreds of advisers in the residential and buy-to-let space, to give specialist finance firms a modern platform that genuinely makes their day-to-day lives easier.”
