Omnii Solutions’ Client Request CheckIT product is now available to Promise Solutions’ introducer clients.
The IT provider launched Client Request in July to allow financial advisers to view electronically a client’s credit file where advice is being provided remotely or to allow for an assessment of the client prior to a meeting taking place. The client can request their Equifax Credit Rating report at home granting the adviser access to review the file once available in the advisers CheckIT system.
Simon Baker, head of sales at Omnii Solutions, said: “Promise is accredited to more networks and mortgage clubs than any other master broker and provide the best secured loan sourcing and packaging technology free to 10
