In this guide:
The Key v6: Creating a new client
The Key v6: Setting the compliance checking criteria
The Key v6: Setting up and applying user roles
The Key v6: Setting up and managing users
The Key v6: Using the client admin menu
The Key v6: Creating and managing disclosure documentation
The Key v6: Completing the Fact Find for a mortgage sale
The Key v6: Completing the insurance element of a Fact Find
The Key v6: Creating a new lead
The Key v6: Setting up other applications