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Keystone introduces online case tracking

June 2017

MyKeystone will save brokers valuable time when checking on the progress of their cases, negating the need to call the Keystone administration team.

Commenting on the launch, Phil Riches, Head of Sales at Keystone said:

“A handful of brokers have trialled the system, and like us, are pleased with its functionality. In addition to tracking Classic Range cases, brokers can see where they need to provide additional information and can upload documents directly onto the system. They can even add live case notes for Keystone administrators.

“We’ve had particularly positive feedback on the proc fee monitor which shows how much commission the broker has earned with us and what’s in the pipeline.”

Steve Light of Mortgage-Desk, broker who was instrumental in testing the system said:

“MyKeystone has given me a quick way of reviewing the progress of my buy to let mortgage applications, saving me time as I no longer have to call the lender to get an update. The ability to both add notes and upload requested documents really speeds up the entire process. Indeed, it is a great step in the right direction!”

In addition to case tracking, MyKeystone contains a handy document library which includes checklists, application forms and other paperwork, which help with the submission of more complex cases, including supplementary information on HMOs and multi-units, and shareholder declarations for limited company applications.


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