The CRM programme allows new and existing eKeeper users to obtain an AML check and consumer credit report using existing lead or case information.
All data and PDF documents are returned back to the CRM for review once the broker receives the AML check and credit reports on their clients.
The feature allows the client’s credit report to be retrieved and reviewed without delay.
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David Bennett, commercial director at eKeeper Group (pictured above), said: “We have enabled brokers to request AML and consumer credit reports on their customers, which will be returned directly into a broker’s CRM providing the much-needed due diligence tools that brokers are crying out for.”
Lisa Fretwell, managing director of data services at Experian, commented: “Experian’s solution provides brokers with the relevant information within seconds, significantly speeding up the mortgage process and enabling a much-improved customer outcome.”
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