Omnii Solutions launched Client Request in July to allow financial advisers to view electronically a client’s credit file where advice is being provided remotely or to allow for an assessment of the client prior to a meeting taking place.
Introducers enter their client’s details into Client Request, which sends the client an email to guide them through the process of requesting their credit file from Equifax. Not only does the client receive a copy but, simultaneously, the adviser also receives a mirror image of the credit file to review - along with a customised report that highlights key information within the file. The credit data is provided by Equifax.
Commenting, Simon Baker, head of sales at Omnii Solutions, said, “Promise is accredited to more networks and mortgage clubs than any other master broker and provides the best secured loan sourcing and packaging technology free to 10,000 introducers. This is a great opportunity for both companies and will add to the many unique and leading features Promise offers to professional intermediaries.”
Promise Solutions will host a link to the CheckIT Client Request system on its website. All Promise introducers will be able to register to use the service from there.
Steve Walker, group managing director at Promise Finance, said, “Client Request is perfect for our introducers who provide telephone or web-based advice. It allows them to look at their clients’ credit history before they have even met the client. It will save them time by letting them double-check to see if a client will be able to get finance and enable them to get even more accurate loan quotations instantly.”
