Keychain.co.uk

Client Portal
for Mortgage &
Protection Advisers

Your very own client portal to streamline customer paperwork

A Platform Built For You

The most dynamic and collaborative set of mortgage fact finds on the market, including a detailed medical questionnaire
Secure document management and effortless e-signing
Automated client reminders

Big business impact

75% less time spent doing paperwork and chasing clients
GDPR and Consumer Duty compliant customer process
Menu of partnership opportunities with nationwide brands

Flexible And Hassle Free

No data migration necessary:set up in 5 minutes
Your clients, your data:one click export
A client portal:without changing sourcing

Clear
Pricing,
No Nonsense
Terms


Clear Pricing,
No Nonsense Terms

01.
Transparent and fixed pricing
Starting from £40 per month per firm (not per user!)
02.
Try it out
2-month free trial as standard
03.
No minimum contract length
Rolling monthly contract rather than long fixed terms

Don’t Take Our Word For It

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.
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 AssociatesRichard Messinger,Eden Associates

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  • Keychain is the registered trademark of IJSR 7 Ltd, company number: 13687896.