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The Adviser solution from Click2Check
The Adviser solution from Click2Check
A fast, easy and secure way to obtain financial documents from your client
What does Credit Assess offer?
- A full digital credit and score report
- Open banking income, expenditure and affordability report
- ClientPay – Adviser can request the consumer pay for their own report
- Digital AML Report – Click2Check/Equifax AML offers instant clarity and confidence. Interrogating 55 million records to verify your client’s status
What are the benefits to Advisers?
- Obtain an instant appraisal of a client’s status for under £10
- Requested reports are available to view in your hub in seconds
- You can view what the lender sees before the lender sees it
- It's all under one roof - No need to re-key information
- Helps you to immediately identify customers that you can help
- Keeps you firmly in the driving seat of the advisory process
What does it cost? (Discounted rates for cherry members!)
FIRM SIZE |
SET UP FEE |
MONTHLY FEE |
Sole Trader |
None |
£20 (or £195 annual saving 20%) |
2 - 5 Advisers |
£249 |
None |
6+ Advisers |
£349 |
None |
Consumer reports Credit report £3.25 Open banking income, expenditure & affordability £4.50
Company reports AML report £1.75 (launch offer price valid until 31/12/21)
All figures are subject to VAT
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Want to see the system working? Book a demo >>
Find out more at www.click2check.com
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