Connells estate agents has signed on to use the Key, Mortgage Brain’s business management, mortgage sales and compliance process system.
By using the Key Connells will computerise its point-of-sale mortgage business management processes and integrate its existing back office, reporting, compliance and client management functions consistently and efficiently with the system.
The Key says this will allow Connells’ mortgage consultants to effectively conduct all aspects of the mortgage sale and compliance process, including initial disclosure document, fact finds and needs analysis; as well as commission reconciliation and full integration with Mortgage Brain and Trigold, the Mortgage Trading Exchange and insurance and protection companies.
Charles Haresnape, group mortgage development director at Connells, says: “We are committed to providing our mortgage consultants with the best possible support and software tools to enable them to operate as efficiently and consistently as possible.”
“The Key has become widely recognised as a leading fully integrated CRM point-of-sale, compliance and business management system for mortgages and after a thorough review of the market we firmly believe that it will support our business both now and over the coming months and years.”
Mark Lofthouse, chief executive officer of Mortgage Brain and the Key, adds: “This is a fantastic endorsement for the Key and is a testament to the system’s capabilities and the credibility it has gained in the market place.
“We are proud to be supporting Connells in its drive to deliver the best systems to support its consultants with their point-of-sale, mortgage sourcing and electronic trading needs.”