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Calling all Mortgage Advisors
& Independent Financial Advisors! now provides OpenBanking reports

Help you prioritise and process mortgage applications more speedily and effectively.

Early ‘buy in’ from the applicant by providing their OpenBanking consent

Time saving based on ‘upfront’ affordability & credit checks

Identification of any gaps in the applicants financial planning requirements 

But don’t take our own word for it.

‘The OpenBanking report provided by enables me to prioritise mortgage applications based on access to both the applicants bank account information and credit report at the very start of the application process’   

Kye Punter, DipPFS CeMAP, Principal, Purley Financial Planning

‘Having access to the mortgage applicants bank information and a credit check at the very start of the mortgage application process saves me time in responding to applicant needs, it also allows me to build a truer picture of their financial circumstances and identify any additional financial planning requirements at an earlier stage’   

Neil Corbett DipFA owner Core FS Ltd

See for yourself.

Example of an applicant’s summary report.

Please get in touch.

To find out more information contact: