Experian Adviser Guide

Broker-led Credit Checks

In partnership with Experian, we have launched Broker-led credit checks.

Here's how it works:

1. Simple Consent Process: Obtain consent directly from your client by clicking on Request consent via the Case Summary or Credit History screen.
2. Seamless Client Interaction: Your client will receive an email to accept or decline the consent request.
3. Immediate Credit Check: After client acceptance, you'll be able to conduct a credit check through the Credit History page.
4. Automated Data Integration: Experian retrieves the credit file, securely stores it, and automatically updates important client details such as credit commitments, address history, and credit history.

*Please note: This is a paid service. You will receive 10 credit checks for £15 per month. Credit checks cannot be rolled over to the following month.