MCI extends free CRM
The MCI Club has extended its free eKeeper Lite CRM to perform AML checks and obtain consumer credit reports, powered by Experian.
The tool is available to any registered UK intermediary business, regardless of whether they are part of a network or the club.
According to the club, by entering details about the client, including the last three years of address history, the AML search and credit report can be obtained in seconds and stored in the system for review.
The tool is a lightweight version of its full CRM system where all users benefit from the stable, secure, cloud-based data and file storage.
Existing customers of the eKeeper CRM have access to AML checks and consumer credit reports as well as the other features of the CRM.
Phil Whitehouse, head of The MCI Club, said: “The MCI Club continues to deliver value and capability to the intermediary sector. Here we are providing a much-needed tool into the hands of every adviser in the UK, regardless of their current technology or registration status.
“Far too often we hear about advisers being caught out by not having the right information at the right time. Through this tool, advisers can now access AML and credit report data to continue delivering great service and customer outcomes”.
David Bennett, commercial director of the eKeeper Group, added: “This is another first for the mortgage intermediary market in unprecedented circumstances.
“Our partnership with Experian is allowing us to deliver a technology solution for the benefit of the UK financial services space.
“A credit report is an invaluable resource that, in most cases, the broker is reliant on the client obtaining and sharing in a timely manner.
“By placing control into the hands of the broker, we reduce the time taken to effectively service a client using the best and most reliable information available.”