Customise your Client Portal, save yourself an hour a case and meet your clients’ expectations!

We are very excited to introduce a new feature in our Key Client Portal: now you can change background & font colours, add your logo and banners to match your company branding.

Plus you can enjoy all the other benefits:

  • Save an hour per case
  • Secure messaging and document exchange
  • Single data entry with seamless data flow
  • Keep clients up-to-date with their case progress
  • Lock and unlock client access to the portal

Coming soon:

  • HMRC integration and credit reports
  • Clients can record additional employment data, adverse credit information plus more

The Key Client Portal is used by customers 5,000 times a month – and this is what brokers think about it:

“On average we are saving at least an hour per case, possibly more. The system is making us look more professional and streamlined with clients and also offering a secure service.” – Alex Groom, AGA Mortgages

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