1. Creating a Client for Mortgage and Protection

2. Click here to enter a new client

3. Click here to create the client

4. Click here to create an IDD

6. Click here to go to next page

7. Go through each tab entering the client information. You will know when each tab has been completed by the green tick. Once completed click on the Print Preview Link to print the Fact Find.

9. Click here to go to next page Click on Products

10. Highlight the Mortgage product that has a tick in New Business and then click Open

11. Click one of these to go to your Mortgage Sourcing System

12. Client information passed from The Key. Use the sourcing system as you would do normally

13. This message will appear once you have closed your Mortgage Sourcing Software - Click here to continue

14. As the client you created was for Mortgage and Protection the Key has automatically fired up Assure Web and retrieved quotes within 30 seconds Highlight the product you want and then click illustration

16. Documents relating to the product are stored against your client

17. You have now successfully created a client and produced one quote for mortgage and one for insurance