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What is Click2Check?

Click2Check is an online tool for Advisers, using open banking technology to deliver the customer’s online credit score, digital credit report and consolidated income and expenditure reports in minutes.

An example of how Click2Check works:

  1. Mortgage Adviser receives an enquiry from a client
  2. To assess affordability, the Adviser needs to obtain the client’s credit report and full details of income & expenditure (potentially taking days!).
  3. With Click2Check, the Adviser enters the client information into the C2C Hub and selects which reports they need.
  4. This sends an automated email to the client requesting authorisation.
  5. After authorisation is granted, the Adviser receives the requested reports - often within 60 seconds!

What does Click2Check cost and what's included?

One off - £49 set up fee
Ongoing - £25 per user, per month

This includes:


1. Adviser branded portal
2. Six reports each month (Credit or Open Banking)
3. Additional credit or open banking reports £3.50 each
4. AML requests £1.99 each

Ready to see the system in action?

Book a demo or find out more at www.click2check.com

 

 

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