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Click2Check

A fast, easy and secure way to obtain financial documents from your client


What does Click2Check offer?

  • A full digital credit and score report
  • Open banking income, expenditure and affordability report
  • ClientPay – Advisers can request the consumers pay for their own reports
  • Digital AML report – Click2Check/Equifax AML offers instant clarity and confidence. Interrogating 55 million records to verify your client’s status

What are the benefits to Advisers?

  • Obtain an instant appraisal of a client’s status for under £10
  • Requested reports are available to view in your hub in seconds
  • You can view what the lender sees before the lender sees it
  • It's all under one roof - No need to re-key information
  • Helps you to immediately identify customers that you can help
  • Keeps you firmly in the driving seat of the advisory process

What does it cost? (Discounted rates for cherry members!)

FIRM SIZE SET UP FEE MONTHLY FEE
Sole Trader None £20 (or £195 annual saving 20%)
2 - 5 Advisers £249 None
6+ Advisers £349 None

Credit report £3.25
Open banking income, expenditure & affordability £4.50
AML report £1.75 (launch offer price valid until 31/12/21)

All figures are subject to VAT

Want to see the system working?
Book a demo >>

Find out more at
www.click2check.com