The product is a white-label online solution for mortgage advisers to obtain credit scores, reports and open banking data in order to help pre-qualify clients.
Advisory firm GHL Direct has signed up for Click2Check’s credit access product.
The product is a white-label online solution for mortgage advisers to obtain credit scores, reports and open banking data in order to help pre-qualify clients.
It also includes an API function, which allows firms to pass the credit report and bank information onto their third-party proprietary software such as point-of-sale and CRM systems.
As part of the agreement, all of GHL Direct advisers will have access to offering.
Michael Taylor, director of sales at Click2Check, said: “In a very changeable environment, having full transparency of a client’s financial situation at the start of the process, should ensure the adviser doesn’t need to go down any blind alleys.
“We’re looking forward to working with Nigel and the full GHL Direct team to ensure they get the most out of credit assess both now and in the future.”
Nigel Gardner, director at GHL Network Services, added: “As soon as our GHL Direct advisers began trialling credit assess we were able to see an immediate difference in terms of how quickly they can progress cases having the full, up-to-date picture of a client’s credit report and their banking information.
“Talking to our advisers who have already used the product, we’ve been made aware of the time that it can save and how much easier it makes their job, particularly when it comes to product sourcing.”
