Once you have sent an invitation to your client to use Experian, they can follow these steps to upload their bank statements or credit reports.

After clicking on the invitation link, the client will receive an email containing a link to complete the credit check and upload bank statements using the Homebuyer app.

Upon accessing the Homebuyer app, the client will be able to see and complete the tasks requested by the advisor on Smartr365.

When logging in, they will come across sections such as Income & Affordability (Bank Statement) and Credit Score (Credit Score). Once the application is completed, the client will need to click on 'share', which will transfer the data to the advisor's platform. Finally, a PDF document will be sent to the advisor's document store along with the report shared from Experian.