Why Quilter Partnered with Click2Check
Giving advisers a clearer picture of their clients’ financial position — quickly, securely and before they submit, helping the Quilter Advisers Make Better-Informed Decisions.
A clearer financial picture to support better advice
The aim: Get the information you need earlier, make better-informed decisions and progress clients with confidence.
Save time. Reduce administration. Make better decisions. Convert more clients.
When you book a demo please add the code QT01
Two reports. One clearer picture.
Designed to help Quilter Advisers understand clients sooner
and improve conversion.
Credit Reports:
See the credit information that can help you identify potential issues before they become a problem during the mortgage journey.
Clear view of credit commitments
Understand existing borrowing and payment history
Spot potential issues earlier
Support better-prepared client conversations
Open Banking Reports:
Turn transactional data into useful financial insight, helping you understand income, expenditure and client's wider financial position.
Real financial transaction data
Understand income and regular expenditure
Identify patterns that may need discussion
Build a more complete affordability picture
Speeds up the process with all key financial information in one place
**Open Banking can be saved to the client case as supporting documentation instead of bank statements
** Supporting your evidential requirements
Where policy requirements are met, the Click2Check Open Banking report can be saved to the client case as supporting documentation. It may provide an alternative to obtaining separate bank statements where it covers the required accounts and period and contains sufficient information to support the adviser’s assessment.
In addition, where policy requirements are met, clearly identifiable employed income may also be evidenced by the report, reducing the need for clients to provide pay slips.
Advisers remain responsible for investigating any uncertainty, inconsistencies or additional income that is not adequately evidenced, and for obtaining further information where required.
Get a clearer picture quickly and securely of your client's financial position before submitting their application. The Credit and Open Banking reports are now being support by Quilter
Why Click2Check for Quilter Advisers?
Before Recommendation
Understand the client's position earlier.
Better conversations
Use clearer information with your client.
Greater confidence
Prepare before the Provider sees the case.
A simple Adviser journey
Click2Check fits naturally into the Advisers process.
01 — CHECK
Run the reports
Obtain the client's Credit Report and Open Banking Report through Click2Check
02 — REVIEW
Understand the picture
Review the information with your client and identify anything that needs attention.
03 — PREPARE
Move forward confidently
Use the insight to help prepare the case before it reaches the Provider
Want to see Click2Check in action?
Book a demonstration and see how Credit Reports and Open Banking Reports can support your advice process.
When you book a demo please add the code QT01
Click2Check Ltd | Sales@click2check.com