The Key rolls out new CRM system

The new system (the Key v3.6) benefits from a host of new features, according to the company, including an enhanced lead management and recording function, enhanced product selection capabilities, a new workflow task configuration to improve ease of use, and seamless integration with Mortgage Brain’s consumer facing sourcing system, Mortgage BrainBusiness 2 Consumer (B2C), which enables an automatic import and pre-population of new business leads.

Available now to all mortgage intermediaries, the new system has been developed to offer greater functionality, increased integration and a fast, efficient and compliant, start-to-finish mortgage sales process.

Mark Lofthouse, CEO of Mortgage Brain, said, “The Key continues to go from strength to strength; its success, widespread adoption and continuous growth in user numbers is absolutely fantastic and we’re sure that the new features and functionalities in this latest version will add to its winning formula among new and existing customers.

“The system’s integration with our innovative consumer facing sourcing system, Broker 2 Consumer, for example, means that new business leads generated from the search and enquire function via a broker’s website will be pre-populated into the Key so that the follow-up sales process can be managed efficiently and, importantly, compliantly.”