Click2Check has announced GHL Direct as the latest advisory firm to sign up for its Credit Assess product.

The move means that advisers at GHL Direct – a trading style of GHL Network Services and an AR of Openwork – will have access, with the consumer’s consent, to online credit scores and digital reports, while using Open Banking technology to deliver bank statements in minutes.

GHL Direct indicated that in its trial of Credit Assess, it had saved a “considerable” amount of time and money by using the product. The advisory firm said it had seen significant benefits in reviewing credit and finance issues upfront, allowing it to move cases to completion far quicker than if its advisers had been required to secure all the necessary documents manually.

Credit Assess is an online solution for mortgage advisers to obtain credit scores, reports and Open Banking data in order to help pre-qualify clients. The solution also comes with an API function allowing firms to feed the credit report and bank information into their third-party proprietary software, such as point-of-sale and CRM systems.

“When launching Credit Assess we always felt it would be a game-changer for advisory firms because of the control it gives them and the benefits of having a client’s full financial details and credit status in an instant,” commented Click2Check director of sales, Michael Taylor.

“That’s certainly the feedback we’ve been getting from GHL Direct and we’re very pleased to announce them as the latest practice to sign up to the product. In a very changeable environment, having full transparency of a client’s financial situation at the start of the process, should ensure the adviser doesn’t need to go down any blind alleys.”

GHL Network services director, Nigel Gardner, added: “As soon as our GHL Direct advisers began trialing Credit Assess we were able to see an immediate difference in terms of how quickly they can progress cases having the full, up-to-date picture of a client’s credit report and their banking information.

“As a business we’ve always been fully supportive of new technology that allows us to improve the quality, speed and accuracy of the advice process, and Credit Assess certainly fits into this space. Talking to our advisers who have already used the product, we’ve been made aware of the time that it can save and how much easier it makes their job, particularly when it comes to product sourcing.”

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