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key-facts.com
TM has a rich feature set. It provides 3 key “journeys”, which are detailed below:
Features for the Intermediary
- Welcome page
- Create a Key Facts Illustration (KFI) document online for the Customer
- Save and print the KFI
- Save partially completed KFI's (drafts), to return to later
- Copy / edit previously created KFI's
- Change password
Features for the Lender’s administration staff
- Search existing KFI’s and Offer Letters by any field
- Create new Offer Letter based on KFI’s
- Copy / edit previously created Offer Letters
- Reports (analysis across all intermediaries)
Features for the Lender’s IT / Systems Administrator
- Register new Intermediaries
- Create / edit user profiles
- Reset passwords
- Manage all users
- Access and review system logs
Customisation
While the core of each key-facts.com
TM implementation is standard, there is also the facility to customise each journey to the Lender, to ensure that the Lender’s own colours, logos, wording, fee / commission structures and other specific requirements are provided for.
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