If you want to invite a client to access Experian bank statements and credit reports, check out the short video for a preview here:

Or follow the detailed instructions below:

There are two methods that you can use to invite a client to Experian:

1. When adding a new case to the system:

On the client to-do list you can select "Add Bank Statements" and "Add Credit Report" to invite the client to access their Experian bank statements and credit reports.

When you click on "Add Credit Report", the option to "Request Credit Search Consent" will be pre-selected. You can also change the option to ask the client to provide this via the HomeBuyer app.
​

If you continue with the option selected by default, simply click on "Send email" and the client will receive an email asking for their consent for the adviser to run a credit search on their behalf.

See an example of the email below:

If the client clicks "I agree, continue", the client has given consent and the adviser will be able to click on "Run credit search" from the Credit history page.
​

3. After the client has been added to the system:

- If the client already exists on Smartr365 then access the existing case and select bank statements or credit report on the toolbar at the top of the page.

- Select the send invitation button on the page.

If you requested consent via the New case feature, you'll be able to "Request consent" and "Run credit search" directly from the Credit History page.

By following these steps, you can easily invite a client to access Experian bank statements and credit reports.