360 Lifecycle has partnered with credit reporting provider, Checkymyfile, to give clients access to their full credit file, including data from Experian, Equifax and TransUnion.

Through the online fact find, clients can now download their own credit report and send it directly to their adviser. The streamlined process is designed to give clients greater control and transparency, while reducing the administrative workload for advisers.

By receiving a complete credit file upfront, advisers gain a clearer and more reliable view of a client’s credit position, supporting more accurate assessments and better-informed recommendations.

Partnerships manager at Checkmyfile, Alex Rose, stated: "Checkmyfile provides the UK’s most detailed credit report, providing data from Experian, Equifax and Transunion in one place. Clients can easily understand their credit position and take steps to improve their credit health."

Alongside this, 360 Lifecycle has announced platform enhancements designed to improve data accuracy and the client experience within 360 Office.

Campaign Manager now helps firms maintain cleaner communication lists and reduces message duplication, while new workflow configuration locking prevents simultaneous edits from multiple users, ensuring consistency and preventing conflicting updates. These updates are now live for all users.

Managing director at 360 Lifecycle, David Smith, concluded: "Partnering with Checkmyfile is another step forward in making the advice journey simpler and more transparent for clients. By enabling customers to share a complete multi agency credit report directly through the FactFind, advisers can build a clearer picture earlier, reduce back and forth administration, and deliver better informed recommendations with confidence."

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