One Mortgage System (OMS) has added Keychain to its range of CRM integrations.
Keychain enables brokers to manage a range of early-stage client tasks, including digital fact discovery, medical questionnaires, secure document collection and electronic signing.
It uses artificial intelligence to analyze and verify documents, identify missing information and flag potential problems.
As part of the integration, Keychain will offer OMS users an extended free trial period, allowing companies to evaluate how the technology works within their own business before deciding whether to continue with the service.
“Our focus is on expanding what brokers can access through OMS by working with providers that solve specific problems,” says Judy Andrews, head of sales, marketing and partnerships at OMS.
“Keychain is a good example of this approach, bringing AI-powered document analysis and customer onboarding to the broader OMS environment and giving brokers more ways to save time, improve efficiency and focus on growing their business.”
Jack Rogers, co-founder of Keychain, adds: “OMS has a strong focus on bringing the best tools together in one place through integrations. We’re thrilled to merge with a company that shares our view that technology should make advisors’ lives easier and improve the client experience.”
