Mortgage brokers can send and receive sensitive client documents safely and securely.

Fast, Simple & Compliant File Sharing for Every Deal

A professional-looking cartoon man in a suit works on a laptop at a desk, surrounded by icons symbolizing data security, including a GDPR compliance badge, FCA compliance badge, a house, and a shield with a checkmark, emphasizing secure file upload.

Independent Brokers

Make compliance easy without juggling multiple tools. Key & Box keeps your client uploads streamlined and secure—no portals required.

Independent Brokers

Make compliance easy without juggling multiple tools. Key & Box keeps your client uploads streamlined and secure—no portals required.

Independent Brokers

Make compliance easy without juggling multiple tools. Key & Box keeps your client uploads streamlined and secure—no portals required.

Broker Networks & Firms

Maintain brand consistency and meet strict data protection obligations with a fully auditable, encrypted workflow that works within your inbox.

Broker Networks & Firms

Maintain brand consistency and meet strict data protection obligations with a fully auditable, encrypted workflow that works within your inbox.

Broker Networks & Firms

Maintain brand consistency and meet strict data protection obligations with a fully auditable, encrypted workflow that works within your inbox.

Specialist Advisors (e.g., Self-Employed, Bad Credit)

Gather complex document sets from clients with clarity and control. Send pre-built checklists and receive uploads in seconds—no chasing.

Specialist Advisors (e.g., Self-Employed, Bad Credit)

Gather complex document sets from clients with clarity and control. Send pre-built checklists and receive uploads in seconds—no chasing.

Specialist Advisors (e.g., Self-Employed, Bad Credit)

Gather complex document sets from clients with clarity and control. Send pre-built checklists and receive uploads in seconds—no chasing.

Know Your Customer

Perfect for collecting KYC data, Key & Box makes it effortless to request and receive sensitive documents securely. Clients upload directly via an encrypted link—no log in, no account, no confusion. Every submission is traceable, compliant, and protected from the moment it's sent.

Know Your Customer

Mortgage Offer Documents

Share mortgage offer documents with the assurance that only the intended recipient’s email can access them.

Mortgage Offer Documents

Share mortgage offer documents with the assurance that only the intended recipient’s email can access them.

Mortgage Offer Documents

Share mortgage offer documents with the assurance that only the intended recipient’s email can access them.

Request Bank Statements

Mortgage brokers can request bank statements from clients via a secure Box link in email. Avoids clunky portals – clients simply click an email link to send or receive files – and nothing sensitive sits in an email long-term.

Request Bank Statements

Key Benefits

Client-Friendly Uploads

Portal-Free Compliance

Branded & Professional

No More File Chasing

Built-In Audit Trails

Make a Stronger First Impression

From custom email invites to your logo on every upload screen, Key & Box reinforces trust and professionalism at every client touchpoint—without extra effort from your team.

Client-Friendly Uploads

Portal-Free Compliance

Branded & Professional

No More File Chasing

Built-In Audit Trails

No Apps. No Portals. No Headaches.

Clients simply click a secure link in your email and upload documents in seconds—no account creation or app downloads needed. It works beautifully on mobile, keeping things moving without confusion or delay.