The Ultimate
Mortgage, Protection & Specialist Finance
Client Platform

Everything you need for a seamless customer journey

Loved by Advisers

Since adopting a more remote client process, we’ve continually faced the issue of clients not completing all required information sharing, which takes significant effort on our part to address.
Keychain’s solution has made the process far more efficient and professional for us as advisers and improved the client experience.
Richard Messinger, Eden Associates
Keychain is an invaluable tool for our team. The secure platform allows clients to complete questionnaires and upload required documents effortlessly. The automated reminders reduce the need for manual follow-ups, allowing us to focus on delivering high-quality advice.
The AI-powered document analysis has been a game-changer, streamlining processes and saving administrators a tremendous amount of time. It also adds an extra layer of security, ensuring nothing is missed.
Keychain has truly transformed our client workflow.
Lee Gathercole, Rebus Financial Services
I wouldn’t be able to work without Keychain now! The automatic client reminders save me a huge amount of time and add a more professional feel to my client workflow.
The AI analysis tool instantly flags potential issues, making document checking much easier.
It’s also great for organising documents and completing fact finds. Clients find it simple to use, and the feedback has been nothing but positive.
Sarah Harris, MT Polo
We've tried various platforms over the past 13 years, but none met all our needs until we found Keychain.
Our clients find the platform easy to use, and it has significantly reduced the time our advisors and admin spend chasing clients, thanks to the handy automated reminders.
We highly recommend Keychain.
Matt Gibbs, MRG Private Clients
Keychain has been a godsend for our mortgage advice business. From secure document sharing to e-signing compliance documents in seconds, it has made our client process faster and more efficient.
The latest addition—the AI-powered document analysis tool—has been invaluable, saving us significant time in processing and checking client documents.
The overall service has been superb, and we would definitely recommend Keychain to all mortgage advisers.
Jeremy Poor, Abacus Assurance FS Ltd
We’ve tried many client platforms over the years to digitise our fact-finding and document transfer process, but every other platform slowed us down to the point that we stopped using it.
Keychain is the ideal solution for our business—if I were designing a client platform, this is exactly how I’d build it!
If you're a mortgage broker looking to streamline your client process, look no further—you won’t be disappointed.
Mark Calvert, Park Hill Financial
Keychain has been a game-changer for our mortgage advisory process. The AI-powered document analysis is a standout feature, helping us detect discrepancies and flag potential issues early—significantly improving efficiency and risk management.
We’ve been highly impressed with how intuitive and reliable the system is, and it’s clear the team is committed to continuous innovation.
I’d highly recommend Keychain to any adviser looking to enhance their client workflow.
Marcin Brylka, EPB Financial
We have been very impressed with both the Keychain platform and the service provided by the team.
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.
Joe Schwok, Cheap Mortgages
Keychain has transformed our remote client onboarding process. Before Keychain, incomplete information from clients was a constant headache, requiring significant time and effort from our team.
Now, thanks to Keychain, the entire process is incredibly efficient and professional, both for us as advisors and, most importantly, for our clients. It's made a world of difference!
Darryl Dhoffer, The Mortgage Geezer
As an established DA firm, we were searching for a platform 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.
If you’re a business owner considering improving your customer front end, I would recommend speaking to Keychain.
Nick Rogers, Prospect Mortgage Services
Since adopting a more remote client process, we’ve continually faced the issue of clients not completing all required information sharing, which takes significant effort on our part to address.
Keychain’s solution has made the process far more efficient and professional for us as advisers and improved the client experience.
Richard Messinger, Eden Associates
Keychain is an invaluable tool for our team. The secure platform allows clients to complete questionnaires and upload required documents effortlessly. The automated reminders reduce the need for manual follow-ups, allowing us to focus on delivering high-quality advice.
The AI-powered document analysis has been a game-changer, streamlining processes and saving administrators a tremendous amount of time. It also adds an extra layer of security, ensuring nothing is missed.
Keychain has truly transformed our client workflow.
Lee Gathercole, Rebus Financial Services

What does Keychain do?

The most dynamic and collaborative set of fact finds on the market, including specialist bridging and commercial fact finds and a detailed medical questionnaire