One Mortgage System (OMS) has announced that it has integrated with Click2Check’s online solution Credit Assess.
The Credit Assess solution provides advisers with full access to credit scores and reports, providing the consumer’s credit report and banking information securely within minutes.
OMS is the only end-to-end CRM system which covers product areas such as residential, buy-to-let, second charge, equity release, bridging, commercial plus general insurance and protection. The group has already integrated with six platforms – Iress, Twenty7Tec, iPipeline, Submissions Brain, SmartrFit and Knowledge Bank – to provide users with product sourcing, protection sourcing and criteria searching.
The integration with Click2Check will pre-populate OMS from the downloaded credit report so that adviser do not need to rekey data.
“We’re always looking to work with the right kind of partners who provide solutions which accurately speed up and simplify the advice process, and it soon became apparent there were clear synergies between OMS and Click2Check and how they can work in tandem,” said OMS managing director, Neal Jannels.
“Prior to this agreement, we spoke to a number of intermediary firms who all waxed lyrical about the additional control Credit Assess offers and the benefits attached to being able to access their client’s full financial details and credit status in an instant. This integration will allow more advisers to benefit from better upfront information and pre-qualification tools, ingredients which will prove invaluable moving forward.”
Click2Check director, David Jones, added: “We are very excited to work with OMS and the partnership fits both of our services perfectly. I have been talking to Neal for a while to understand what we can do to be a part of their services.
“This integration supplying the credit score, credit report and the ability to pre-populate OMS with the full credit data suite, gives them the additional functionality to complement the other great services they have already integrated with.”
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