Legal & General (L&G) Mortgage Club has partnered with Keychain to give its members access to the AI-powered platform.

The mortgage club suggested the move would help to simplify the client onboarding process for advisers.

L&G said the partnership allows advisers to complete key client onboarding tasks in one place. Clients can securely upload documents, complete digital fact-finds and medical questionnaires, and e sign compliance paperwork, helping advisers move more quickly through the early stages of the mortgage journey.

Keychain reduces the administrative burden on advisers and their support teams by automating time consuming tasks such as document requests, reminders and initial file checks. The platform’s AI-powered document analysis tools help identify missing information and ensure submissions meet lender requirements before they are sent, improving efficiency and reducing delays.

“We’re dedicated to supporting advisers with innovative solutions that help them best serve their customers,” commented director of L&G’s Mortgage Club, Clare Beardmore.

“Our partnership with Keychain gives advisers a more efficient way to onboard clients, helping save time and deliver a smoother experience for customers from the very start of the mortgage journey.”

Co-founder of Keychain, Jack Rogers, added: “Advisers and their admin teams spend a huge amount of time collecting and checking client documents and other necessary information. Keychain streamlines that process, from chasing outstanding documents to analysing files once they’re uploaded.”

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