How to invite a client to Experian

If you want to invite a client to access Experian bank statements and credit reports, you can follow the steps outlined below.

There are two methods that you can use to invite a client to Experian:

1. When adding a new case to the system:

On the client to-do list you can select "Add Bank Statements" and "Add Credit Report" to invite the client to access their Experian bank statements and credit reports.

2. After the client has been added to the system:

- If the client already exists on Smartr365 then access the existing case and select bank statements or credit report on the toolbar at the top of the page.

- Select the send invitation button on the page.

By following these steps, you can easily invite a client to access Experian bank statements and credit reports.