Credit Sense Broker Broker Connect
Solutions
Obtain supporting documents and assess affordability quickly and easily, and give customers the best possible experience. Credit Sense Broker supports the complex needs of brokers, enabling them to get the job done fast and improve customer satisfaction.
Broker connect
Brokers have a tough job. They need to gather all of the customers’ financial and identity supporting documents, understand the customer’s goals, identify suitable products, assess affordability and risk, and submit applications on their behalf. This is before acting as the go-between to gather any additional documentation the lender needs to get their customer approved.
Credit Sense Broker gives brokers access to all of our premium services, specifically customised to their use-case.
Brokers can obtain or verify customer PDF account statements and supporting documents, assess affordability and get applications securely submitted to the right lenders quickly.
What’s In The Box?
Credit Sense Broker includes:
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Affordability Profile ReportA report tailored to quantify the customer’s income and expenses in your choice of formats (HTML, XML or JSON) that includes, for all accounts on the customer’s internet banking profile:
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Supporting DocumentsGet access to a range of identity and supporting documents as part of the Credit Sense customer journey, improving customer satisfaction and speed. |
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Fraud Check ReportIf your customers supply PDF account statements, use our Authenticate product to verify they haven’t been manipulated and protect your business and lenders from fraud. |
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PDF account statement meta-sortYou can submit multiple customer supplied PDF account statements, for multiple accounts at once, and for each account we will tell you:
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Technical SupportAccess to your own Account Manager and Technical Account Manager to help with everything from getting started with our no-integration solution, right through to integrating the customer journey in your online application and automating data delivery. |
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Gather PDF account statementsReduce the work your customers need to do by getting their PDF account statements automatically as part of the Credit Sense customer journey. |
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Securely share documents and data with lendersNo more emailing documents, broker connect allows you to securely share the analytics, PDF account statements and supporting documents with lenders. |
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Customer JourneyFast, secure and easy to use customer journey. |
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Client DashboardAccess to our fully featured client dashboard. |
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TrainingUser training for your staff. |
Key Benefits
Secure
Credit Sense is ISO 27001 certified by certification body Lloyds Register including all of our systems, assets, people and processes involved in supporting and maintaining our platform and its information security.
Fast real-time affordability assessment
Verify your customer’s income, essential, financial and discretionary expenses quickly and consistently. Reduce onboarding time and improve your compliance and lending risk assessment.
PDF account statements and supporting documents
Get access to PDF account statements and supporting financial and identity source documents as part of the Credit Sense user journey.
Securely share documents and data with lenders
Credit Sense Broker supports the secure sharing of reports and supporting documents directly with lenders, eliminating the need to email sensitive data and adding an additional layer of security to your process.
Broker solutions Australia, New Zealand and Canada
Deploy a consistent broker affordability assessment process across all regions we service.
Fast real-time fraud checking
Credit Sense Broker gives you access to our Authenticate fraud check feature, returning a fraud check report on your customer supplied PDF account statements in less than 5 seconds.
Identify missing PDF account statements
Credit Sense Broker gives you access to our Authenticate meta-sort feature. Submit all customer supplied PDF account statements at once (multiple PDF account statements for multiple accounts) and identify if you are missing any PDF account statements in the time-series.
Use Cases
Solve common broker problems.
- Get fast access to genuine source financial and identity documents
- Understand customer affordability
- Securely share customer data with lenders
- Reduce the amount of work customers need to do
- Get complete and comprehensive applications to lenders faster
Access This Product
Schedule your free no-obligation product demo with one our dedicated specialists