C2C reduces the workload and time taken by advisers to process mortgage applications by delivering a single view credit summary at the click of a button.
Enabling advisers to deliver the right loan solution to satisfied customers – fast!
Saves Advisers £150 per application
Real-time Information
Save Time and Sell More
Real Cost Savings
How does Click2Check help advisers find the right Lender, and customers get the right loan, fast?
C2C pulls 3 sources of data together supplying the Adviser with a single view in just ONE CLICK, providing a single view of customer financial data in real-time.
Place the case knowing you have the facts in 5 easy steps.
1
Mortgage adviser receives an enquiry from a customer
2
To complete a DIP, adviser needs to obtain credit history and income & expenditure from customer
3
Via one click, customer can authorise adviser from an automated email to access credit file & open banking
4
Consolidated income & expenditure report and credit file sent immediately to adviser to quickly assess customer viability
5
Adviser can submit DIP with confidence usually within minutes of receiving enquiry
C2C - the Advisers Solution
The solution that gives a client's credit score and reports - straight to the desktop in minutes.
The solution that gives consolidated income and expenditure reports via Open Banking - straight to the desktop in minutes.
100% online - no face-to-face required.
Save time and immediately identify customers that you can help.
Simple to use - keeping you firmly in the driving seat of the advisory process.
No more sifting through reams of bank statements to ascertain the TRUE picture.
Why?
The adviser can pre-qualify their client before an advice process commencing. It allows the adviser at a very early stage to determine whether the consumer will be successful or not prior to undertaking what could be an extensive and costly advice process..
The first B2B branded solution supplying consolidated income & expenditure report plus credit history straight to the desktop in seconds. Credit Assess provides the information the lender sees before they see it!
An increase inquiry to completion persistency rates by delivering important information to brokers and prospects during the advice journey
The ability to shortlist lender options will remove the requirement to submit cases on multiple occasions where an initial submission to a lender has failed
Our Users
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“Talking to our advisers who have already used the product, we’ve been made aware of the time that it can save and how easier it makes their job, particularly when it comes to product sourcing.”
Nigel