In this guide:

Exporting data

The data collected in the Fact Find can be exported to :

Mortgage Sourcing Systems

Sourcing Brain

MortgageBrain Classic

Trigold Prospector.

Note: The Key can export data to Trigold Prospector however to allow Mortgage Illustration data to be returned to The Key, IRESS require that their own Integration Tool is set up. THIS IS CHARGEABLE and payable to IRESS.

Insurance Protection Comparison Portals

The Exchange from IRESS

SolutionBuilder from iPipeline

Webline

General Insurance Providers

Paymentshield

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Integrations

The process by which the data is exported to and imported to these various applications are referred to as Integrations.

The Key will remain locked in the background whilst the relevant Integration is in use and will only become available for use once the Integration is closed. Any Mortgage or Insurance Illustration generated when the Integration is live will be imported to the Client Record when the relevant application is closed. These records are termed Product Record and are located within the Client area of The Key.

In this example there are four records linked to this client. The first record relates to the client's existing mortgage as recorded in the client fact find and is for reference only. No amendments should be made to this record until the mortgage is redeemed and only then should the status be changed from Current to Redeemed.

The three remaining records relate to illustrations generated by the Mortgage and Insurance Integrations.

Each record can be accessed by selecting the required record and pressing the Open button.

The Product Record consists of a summary of the product and a series of tabs. Dependent upon the Integration used the Product Record will show the associated Product Type and Sub Type, the status of the Product and the name of the Product Provider. A description can be added to the record, The Key will automatically apply a Next Review Date based on the Product End Date and a Case Reference (the Reference will show when the record is subsequently re-opened).

Tab Arrangement when a Mortgage Product is selected:

  • Main Details

  • Work List

  • Commission

  • Tasks & Diary

  • Notes

  • Compliance

  • Documents

  • Outstanding Documents

Each of these tabs also contain further tabs.

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Main Details tab

  • Main

  • Application

  • Costs

  • Fees

  • Property

  • Contacts

  • Case Accounts

  • MTE

  • Submissions Brain

Main

This tab is completed by The Key and is based upon the Mortgage Illustration created by the integration used earlier.

Application

Use this page to record dates when the Application is Submitted, Offer Received etc.

Costs

This tab is completed by The Key and is based upon the Mortgage Illustration created by the integration used earlier.

Note: If the Trigold integration is used, there will be no data recorded against Reversionary Monthly Cost, Reversionary Rate and Product Code.

Fees

This tab is completed by The Key and is based upon the Mortgage Illustration created by the integration used earlier. Any of the fees detailed on this tab can be added to the loan if required.

Property

This tab is completed by The Key and is based upon the data held in the Fact Find.

Contacts

This tab allows details of contacts related to the product to be recorded.

Find more information about Contacts here.

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Case Accounts

Use this tab to track monies received that are in respect of a third party service, e.g. landlord charges for providing a reference and the client makes payment to the broker rather than the landlord. The tab allows the monies to be recorded paid in and paid out.

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