It’s been longer coming than initially planned, but we are pleased to announce the credit check integration between Equifax and OMS is now live and working!
What does this mean for you?
You will be able to request via OMS that your clients give authority for you to access their credit files.
Once the client has authorised the access using ‘Open Banking’, a copy of the report will be available for you in OMS and it will even save the information into the OMS fact find fields for you!
The cost of each report is just £2.50 plus vat per report requested. If you use the functionality, the cost will be invoiced monthly and deducted from any commission due, or payment requested from you separately by invoice where there is no commission due.
You will find a full guide here in BOX and is recommended that each advisor runs their own report in OMS to fully understand the client journey.
Further Information
Please contact Member Support if you have any questions.