Chartwell signs up to Click2Check’s Credit Assess product

Click2Check has announced Chartwell Mortgage Services as the latest advisory firm to sign up for its Credit Assess product.

The fintech firm’s online solution helps mortgage advisers to obtain credit scores, reports and Open Banking data in order to help pre-qualify clients.
Chartwell indicated that in its trial of Credit Assess, it had increased applications and completions and had restructured its internal sales processes in order to benefit more fully from having the client’s full financial details upfront.
Credit Assess also comes with an API function which allows firms to feed the credit report and bank information into their third-party proprietary software, such as point-of-sale and CRM systems.
“We are very pleased to have been chosen by Chartwell as its credit and Open Banking solution,” Click2Check director, David Jones, commented.

“Implementing Credit Assess into what was already a very slick process has helped drive completions, and with the firm’s internal processes now realigned around Credit Assess, it has meant an increase in applications without increasing staff numbers.
Chartwell sales director, Scott Howitt, added: “What we have experienced with our partnership with Click2Check and the Credit Assess product is real innovation, facilitating quicker and more accurate outcomes.

“Also, we share a commitment to efficiency which helps us achieve our objective of getting the customer the outcome they want without dragging out the process. The benefits to us as a business and our customers in using Credit Assess is huge due to these reasons.”

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