The Key rolls-out new CRM system

The Key, Mortgage Brain’s point-of-sale, compliance and CRM system, is rolling out a new version of its market leading, fully integrated business management solution.

The new system (the Key v3.6) benefits from a host of new features 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 Brain Business 2 Consumer (B2C), which enables an automatic import and prepopulation of new business leads.

Available now to all mortgage intermediaries, the new system is an enhanced version of the hugely popular and most widely used CRM solution in the industry and has been developed to offer greater functionality, increased integration and a fast, efficient and compliant, start-to-finish mortgage sales process.

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Mike Raybone
Chartered Marketer and emarketing specialist

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