Support clients through finance applications, lending and reviews with income and affordability straight from the bank, so you spend less time collecting paperwork and more time advising.
Pulling a client's financial picture together by hand is the slow part of most engagements.
Statements and payslips trickle in over days or weeks.
Irregular income is tough to show from a single document.
Money moves between accounts, so nothing adds up cleanly.
Applications stall while everyone waits for paperwork.
One open banking connection covers all three, with no extra systems to run.
A clean financial picture in minutes, not weeks.
Figures that trace back to real bank data.
No chasing clients for documents.
A smoother experience at a stressful moment.
Book a demo and we will show income and affordability on a live connection.
Book a demo