Principality pilots Key link up

Moneypilot, the online subsidiary of Principality Building Society, has signed up to Mortgage Brain's customer relationship management mortgage sales and compliance process system.

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The system, called Key, has been designed to help businesses streamline the point of sale and mortgage business management process and to make sure the back office, compliance and client management is running consistently and efficiently.

It has the ability to integrate with other systems used by advisers and allows them to effectively conduct all aspects of the mortgage sale and compliance process including initial disclosure documents, fact finds and needs analysis.

Key can also help advisers with commission reconciliation and allows full integration with Mortgage Brain, the Mortgage Trading Exchange and insurance and protection companies.

Mark Lofthouse, chief executive of Mortgage Brain and the Key, said: "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.

"We are proud to be supporting Moneypilot in its drive to deliver the best systems to support mortgage advisers with their point of sale and mortgage business management needs. With the thousands of mortgage advisers that have recently adopted the Key, the system is firmly established as the adviser's choice."

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