Secure Client Document Collection for Mortgage Brokers

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.

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.