Keychain launches one-click document checks for advisers

Keychain, a digital platform that helps mortgage and protection brokers streamline client onboarding, has launched an AI-powered document analysis tool.

With increasing client expectations and the growing need for efficiency in mortgage processing, Keychain’s all-in-one platform enables firms to simplify and speed up their entire client journey — from client onboarding to document verification.

Keychain’s AI-powered document analysis tool has been developed with direct input from advisers. Keychain first introduced its document analysis functionality six months ago, refining it based on feedback from existing adviser clients.

This feature is part of Keychain’s wider platform, which provides mortgage brokers with a branded client portal for securely collecting documents, completing fact-finds, and managing all aspects of client onboarding in one place. 

Jack Rogers, co-founder of Keychain, commented: “This functionality isn’t a gimmick or something we’re looking to introduce in the next few years — it automates real, time-consuming tasks today that take advisers and admin staff away from clients. From checking that documents meet lender requirements to cross-referencing fact-finds and even renaming files for easier submission, this AI powered tool removes a huge administrative burden.

"We prefer to show rather than tell — brokers can try the platform, including the AI analysis, on a free trial to see the benefits first-hand.”