Click2Check

That’s a real weight off my mind

We enable financial advisers to qualify the credit standing of their customers prior to or during an advisory process. This will assist advisers in determining the most appropriate recommendations whilst reducing advisory time and costs. Contact us to find out more

Click2Check will

Save time and costs when providing loan advice

Create time and cost efficiencies by streamlining the advice process

Assist in ensuring appropriate and compliant advice

Ensure the advice to your client is compliant and matches their specific circumstances

Create customer confidence

Create client trust and confidence increasing persistency rates

How it Works

The Click2Check “Credit Assess Service” allows an adviser to establish a customer’s true credit standing quickly and easily as part of their standard advisory process. The adviser can request the customer undertake the service to analyse their credit file without leaving a visible footprint. The outcome will be delivered to both the customer and the instructing adviser who can then tailor their advice accordingly.

The Credit Assess Service analysis and result output is configured by deploying organisations allowing them to standardise their advice and recommendations targeting the most appropriate lenders and products available to all customer types.