"This integration will allow more advisers to benefit from better upfront information and pre-qualification tools, ingredients which will prove invaluable moving forward."
The partnership will allow OMS users to benefit from Credit Assess which provides advisers with full access to credit scores and reports, providing the consumer’s credit report and banking information securely within minutes. The integration will pre-populate OMS from the downloaded credit report so there’s no need to re-key. This enables the adviser to analyse the consumer’s affordability and risk for lending purposes.
Neal Jannels, managing director of OMS, commented: “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.
“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.”
David Jones, director of Click2Check, 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.”
