The Key, from Mortgage Brain, is a fully-hosted point of sale system specifically designed for mortgage, protection and general insurance business.
It supports your business processes through its wide-ranging functionality, including client and case management, fact finding, sourcing, applications and compliance.
The software is fully-integrated with Mortgage Brain, (who provide you with one free licence provided per adviser), as well as Trigold. It has a number of other integrations including IRESS Exchange, iPipeline Solution Builder, the SBG GI Portal and Sesame’s own electronic new business submission system.
You will receive training on a dedicated induction course, so that you can start using The Key efficiently and effectively, with ongoing support provided via online user guides, videos and our in-house telephone helpdesk.