See what Lenders see before they see it.
Designed for Mortgage Advisers, Click2Check provide a fast and simple solution to assess your client’s financial status by supplying their Credit report, Open Banking report and AML, all in just ONE CLICK.
70+ Open Banking/Credit reports included annually
Subscription paid monthly or annually at a discounted rate
Subscription tailored to each Adviser (More reports, AML only etc.)
An end to chasing clients for their online credit reports and bank statements!
Book a demo to see the system in action and have a chat with us.
Easy to use & immediately assess customers’ viability for finance
Click2Check - an online tool for mortgage advisers, using Open Banking technology to deliver the consumer's online credit score, digital credit report & Open Banking reports, saves you time and creates confidence.
Just 5 easy steps completed in minutes with Click2Check
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
The Women in Finance Charter
The Women in Finance Charter commits its signatories to support the progression of women into senior roles within the financial services sector, with a focus on the executive pipeline and mid-tier levels.
The Mortgage Industry Mental Health Charter
Click2Check Join mimhc as Signatories of the Charter of this worthwhile cause. The Mortgage Industry Mental Health Charter aims to provide support to all UK firms operating within the mortgage sector
“Volume has increased by almost 30%, and 90% of offers are being made quicker by using Click2Check.”
Scott Howitt
Book a demo or call and see if it’s right for you.
There’s no commitment, pressure, or obligation.