Breaking Property News – 30/07/24

July 30, 2024

Daily bite-sized proptech and property news in partnership with Proptech-X.

 

Keychain announces upgrades to its mortgage and protection client portal

Keychain, a leading provider of client software for mortgage and protection advisers, has announced an enhancement of its client portal’s features today. Launched in 2023 with backing from HM Land Registry, the platform now offers additional features including complete white-label customisation, automated client reminders, and a comprehensive generic medical questionnaire for protection cases. It is headed by CEO & Founder Jack Rogers.

Over the past 12-months, Keychain has collaborated closely with its existing customers to enhance the platform. These improvements are designed to streamline the workflow for advisers and improve the overall client experience.

White-Label Customisation                                                               

The new white-label option allows brokers to fully brand the platform with their own logo and colours, providing a seamless digital experience for their clients. Brokers can now include links for creating accounts and logging into existing accounts directly on their websites, enhancing the client journey with a consistent branded interface.

Joe Schwok, Director of Cheap Mortgages Ltd, commented, “With Keychain, we can simply email our clients a link to the online portal, or they can follow a link from our website. Clients can then complete their fact find, bespoke to each transaction type, and upload all their supporting documents. It’s a fantastic time-saving solution.”

Automated Client Reminders

The introduction of automated reminders is set to significantly reduce the administrative burden on advisers. This feature helps ensure clients complete necessary tasks in a timely manner, without the need for manual follow-ups.

Matt Gibbs, Director of MRG Private Clients, stated, “We’ve tried various platforms over the past 13 years, but none met all our needs until we found Keychain. Our clients find the portal easy to use, and it has significantly reduced the time our advisers and admin spend chasing clients, thanks to the handy automated reminders.”

Enhanced Digital Fact Finds and Document Portal

Other elements of the platform, including the digital mortgage fact finds and document portal, have also received substantial upgrades. These enhancements aim to further simplify the process of collecting and managing client information and documentation.

Nick Rogers of Prospect Mortgage Services added, “As an established DA firm, we were searching for a portal to improve the customer journey. Keychain has provided us with a great solution, with customers finding it easy to use for both document sharing and fact finds.”

 

Andrew Stanton Executive Editor – moving property and proptech forward. PropTech-X

Andrew Stanton

CEO & Founder Proptech-PR. Proptech Real Estate Influencer, Executive Editor of Estate Agent Networking. Leading PR consultancy in Proptech & Real Estate.

You May Also Enjoy

Estate Agent Talk

Why Estate Agencies Need a Scalable Finance Function to Support Growth

Estate agency growth rarely comes from simply opening up additional branches. It comes from the work you do behind the scenes once those branches start generating real volume. With so much going on, your finance department is usually the last to scale, and that’s exactly why it becomes the bottleneck. Growth exposes the cracks in…
Read More →
can you drink tap water
Breaking News

Five heatwave home horrors that could stop your property from selling

The latest research from House Buyer Bureau has revealed the heatwave-related issues most likely to deter potential homebuyers during a viewing, with strong smells from drains and sewage ranking as the biggest turn-off, followed by excessive noise when windows are open and bad smells from bins or rubbish. House Buyer Bureau commissioned an independent survey of…
Read More →
Surge in country and seaside property values
Breaking News

Air-conditioning searches double as 61% consider installing it

Searches for homes for sale on Rightmove with air conditioning have more than doubled this summer, up 104% compared with the same period last year New consumer research from Rightmove, the UK’s largest property platform, reveals that recent heatwaves are influencing how Brits think about their homes, with staying cool becoming a key priority: 61%…
Read More →
Estate Agent Talk

Why Cases Stall in Summer and What Agents Can Do About It

By Cara Stanbridge, Head of Relationship Management at Nova Conveyancing Every year, we hear talk of the summer slowdown. But from what I see working closely with agents, conveyancers and clients, the issue isn’t usually a lack of activity. More often, it’s keeping transactions moving when everyone involved is juggling higher workloads, holidays and competing…
Read More →
small house bird box
Breaking News

Britain’s property hotspots revealed

The Scottish city where houses sell fastest – and the town where it takes SIX TIMES as long to sell your home Homes in Glasgow sell three times faster than the UK average – making the Scottish city the fastest selling in Britain Wakefield is the slowest-selling city in Britain, with homes spending twice as…
Read More →
Breaking News

Breaking Property News 13/8/26

Daily bite-sized proptech and property news in partnership with Proptech-X.   The average age of tenants living in shared houses in the UK is now 35   Thought leadership by Adam Pigott CEO of tlyfe (Openbrix)   “The headline figure that tenants are now in their mid 30’s and still have to share facilities, not even have the…
Read More →