Mortgage Brain adds broker branding feature to Client Portal

The new functionality enables mortgage advisers to customise the Client Portal with logos, banners, images and a personalised colour scheme to match the company branding.

This latest version of The Key - Mortgage Brain’s point-of-sale, CRM and compliance system - also features a number of further enhancements, including a new texting functionality for status actions and marketing mailshots, the ability for brokers to delete older client documents, and the option for customers to obtain and upload free credit reports from Noddle.

The Key Client Portal can be accessed 24/7 on any device or platform and features an online customer Fact Find and the ability for customers to securely send documents and messages to an adviser at a time and place that suits them.

Mark Lofthouse, CEO of Mortgage Brain, commented: “The image we portray sends an important message to clients as well as influencing how we feel about ourselves. It doesn’t matter if you’re a sole trader or a multi-national, the impact is the same, and it’s crucial that customers view us as credible, professional and successful businesses.

“The new personalisation opportunities within the Client Portal allow brokers to do just that and this, along with the other recent enhancements we’ve made, offer advisers and their customers a professional, streamlined and efficient digital advice journey.”