Omnii Solutions has unveiled a new product to help advisers access the credit files of their clients.

Client Request lets IFAs and mortgage brokers acquire a client credit file without their client being present.

Currently, brokers using Omnii’s system can only access a client’s credit file while the client is physically present during an advisory meeting.

Advisers can enter their client’s name and email address into Client Request which then sends a request to their client to order their credit file outside of an advisory meeting. The system then directs the client to a customer facing view of Omnii Solutions’ CheckITTM service, and guides them through the process of ordering their credit file. The client then receives a copy but also, simultaneously, the adviser also receives a mirror image of the credit file to review – along with a customised report that highlights key information within the file.

The credit data is provided by Equifax.

Simon Baker, head of sales at Omnii Solutions, said: “Client Request is perfect for advisers who provide telephone or web-based advice. It allows them to use our CheckIT service – but doesn’t require the client to be present to do so. From that point of view