Client Portal

A secure and easy way for you to share documents, communicate with us and keep up-to-date with progress

About the Client Portal

TRM Direct has a portal service for our clients, which is a free secure encrypted environment, to safely share sensitive documents and personal information.

We will use the portal to correspond with you for all relevant sensitive information. You will receive email and/or text notifications, as and when there are actions or information for you.

Login to the Client Portal here

More information

  • Securely Send Documents

    Our Portal allows you to securely upload, send and receive documents. Simply scan or take a photo of a document that we have requested using your smartphone and upload it to the Portal. Similarly, we will send documents to you through the Portal. All documents are securely sent or received through the Portal making it safer than emailing, faxing or sending documents in the post.

  • Communicate with Secure Messaging

    There is no need to worry about sending sensitive information such as your personal details to us. Messages sent through our Portal are encrypted and therefore secure – plus all your information is kept conveniently and safely in one place. We are both able to message each other using the Portal similar to using email, and you will be notified via email whenever you receive a new message.

  • Keep Up-to-Date with Progress

    Whether we are helping you with a mortgage, insurance or any other product, you can follow the progress in the Portal. You can see a full summary of the relevant product information, key dates and current status. So all our communications, updates and documents remain in one place and are available to both of us 24/7 – a real time saver.

  • Update your Records

    You can now update your client record (Factfind) at any time to make sure we hold your most up-to-date information. We may ask you to do so before we conduct any product research, to ensure we find you the best up-to-the-minute solution available.

For more information about The Key – Client Portal read our guide below.

See our Client Portal guide

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OFFICE HOURS

  • Monday: 9:00 - 5:00
  • Tuesday: 9:00 - 5:00
  • Wednesday: 9:00 - 5:00
  • Thursday: 9:00 - 5:00
  • Friday: 9:00 - 5:00

Can't make those times? Please contact us direct to make an out of hours appointment.

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See what our customers say

“Paul has been fantastic with my mortgage and insurance. As this is the first time I have bought a house, it has been so amazing to have his support. He has explained the mortgage for me and helped with everything. I will definitely use them again and recommend to my friends.”
Amy
“I am very happy with the service I got from TRM Direct for my re-mortgage. I found a new lender for 1% less than my previous deal. Although the process was very protracted, mainly because of the solicitors the lender uses, Roisin was very helpful. She returned my calls promptly and chased things up for me. Thanks very much to Roisin and everyone at TRM Direct. I have already recommended them to other people.”
Sharrion
“Roisin was very conscientious and friendly to speak to. I received a very thorough, professional service and everything was explained to me in full. I am very happy with everything and would highly recommend to TRM Direct Ltd to anyone.”
Jack
“I was given advice by Mortgage and advice specialist Joshua hart, he was clear honest and considerate of my needs, I wouldn’t hesitate to recommend this firm. Thank you for your time and support.”
Ana Elvestad