Just sending a reminder here for our webinar(s) on tips on using the platform and a demo of our product enhancement – the first webinar of the set is next Thursday
Here’s what we’ll cover:
1. Get more from Keychain
Practical examples of how other firms use Keychain with their clients
A quick recap of recent updates and features you may have missed
2. Walk through of the October release
Due to go live around the webinar dates, this release includes:
Fact Find autofill from client document uploads, call transcripts, previous fact finds or application documents
Digital ID and AML checks powered by Yoti
Shorter workflow options for residential and buy-to-let purchase transactions
More ways to connect: Pipedrive, GoHighLevel and Zapier integrations, plus the Keychain API for building custom integrations
3. See what’s next (including timeline) beyond this release
A preview of our re-keying solution, one we’re particularly excited to show you – including the list of systems we plan for this to work with
CRM and other integrations planned for the coming months
Choose the session that works for you:
Thursday 22 October, 1–1:45pm
Wednesday 28 October, 10–10:45am
Tuesday 3 November, 3–3:45pm
Book your preferred session here to receive your meeting link – note each person attending should register separately, the meeting invite will only allow those registered to join.
