A clearer financial picture to support better advice
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.
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
Reduces bank statement requests
Why Click2Check for Quilter Advisers?
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
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