See what lenders see before they see it.
The all-in-one verification & compliance platform for Mortgage Advisers, IFAs & Estate Agents.
Access Credit Reports, Open Banking, Digital AML, PEPs & Sanctions, Digital ID Verification, HMRC Income Verification and Land Registry Reports from one branded portal.
Save time. Process more cases. Make better decisions, be confident it will convert the first time
Book a demo to see the system in action and have a chat with us.
See What Lenders See Before They Do
Everything You Need. One Platform.
Assess Clients with Confidence
The Smarter Way to Verify, Assess and Submit
All Your Client Verification in One Place
Click2Check is an all-in-one digital verification and compliance platform for Mortgage Advisers, IFAs and Estate Agents.
Instantly access Credit Reports, Open Banking, Digital AML (including PEPs & Sanctions), Digital Identity Verification, HMRC Income Verification and Land Registry Reports from one secure, adviser-branded portal.
Assess your clients' financial position in minutes, reduce administration, improve lender matching and submit applications with greater confidence..
Why Click2Check
Click2Check gives Mortgage Advisers, IFAs and Estate Agents the information they need to make informed decisions before investing valuable time in the advice or sales process.
By combining Credit Reports, Open Banking, Digital AML, PEPs & Sanctions, Digital Identity Verification, into one secure platform, advisers can assess a client's financial position within minutes.
Why choose Click2Check
One Login. One Customer Journey. One Dashboard. One Supplier.
Everything you need to assess, verify and progress your clients—all from a single platform.
Benefits:
Pre-qualify clients with confidence before beginning the advice process.
Reduce time and administration by receiving all key financial and compliance data in one place.
See what lenders see before they do, enabling better lender matching and fewer declined applications.
Improve client outcomes by identifying affordability, compliance and protection opportunities at an earlier stage.
Increase conversion rates by making informed decisions based on accurate, verified data.
Submit applications with greater confidence, reducing unnecessary resubmissions and improving processing times.
Deliver a faster, more professional client experience through one simple digital journey
One Simple Journey for Mortgage Advisers, IFAs & Estate Agents
From initial enquiry to informed decision in just five simple steps.
1
Initial Enquiry
A client contacts you for advice or property services
Whether you're a Mortgage Adviser, IFA or Estate Agent, every client journey starts with an enquiry.
2
Send a Secure Invitation
Request financial and identity information in one click
Send a secure digital invitation allowing your client to share their financial information and verify their identity online.
3
Client Authorises Securely
The client completes the journey in minutes
Using one secure link, the client authorises access to their Credit Report, Open Banking data and Digital Identity Verification.
4
Completed Client Profile
Everything you need in one place
Instantly receive Credit Reports, Open Banking, Digital AML (including PEPs & Sanctions), Digital ID Verification, HMRC Income Verification and Land Registry information through one adviser dashboard.
5
Advise with Confidence
Deliver faster, informed decisions
Assess affordability, verify identity, meet compliance requirements and provide the right recommendation or progress the property transaction with confidence—all from one platform
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
Ready to See Click2Check in Action?
Book a personalised demo or give us a call to see if Click2Check is the right fit for your business.
No commitment. No pressure. No obligation