Key Solutions Mortgages have successfully deployed the full 360 Lifecycle practice management solution with Fact Find, integrated sourcing and Client Portal to their business of 54. The national broker, based in the South West, changed technology provider in 2017 after a lengthy due diligence period to find a holistic technology solution that would increase its productivity and achieve its ambitious growth plans. Since selection, 360 Dot Net has worked with Key Solutions to rollout 360 Lifecycle and support them with training, data transfer and on-going support.
Anna Pepler, Managing Director of Key Solutions Mortgages Ltd, commented, “It is important that we support our whole Gang including our advisors with effective technology to drive and deliver our services. Greater capacity and efficiency was essential in our decision-making that has seen us expand our Gang by 22 last year. Most importantly, we continue to ensure that we’re “making life easier and better for everyone that we work with.”
Pepler confirmed that workflow functionality, client engagement tools and simultaneous data access to administrators and advisers played a significant part in choosing a technology supplier. Carlos Thibaut, CEO of 360 reflected that “I am delighted Key Solutions Mortgages have chosen us as their technology provider. Reducing friction in the advice and fulfilment process is continuing to deliver tangible business benefits in terms of productivity and cost savings. However, it is our client engagement tools such as the Client Fact Find and Portal that continues to allow customers such as Key Solutions to differentiate themselves while staying ahead of the technology curve.”
Thibaut concludes, “It is important to stay ahead in the digital revolution to support intermediaries like Key Solutions and their on-going success story. Future-proofing our advisers is at the forefront of our thinking; we ensure that we are reacting to industry legislation and demands, whilst providing innovative technology for us and our intermediaries to remain ahead in the versatile industry that we operate in.”