key benefits credit search
Unlock the power of OMS to obtain comprehensive credit searches of your clients effortlessly.
Request credit files directly through our platform, gain valuable insights, and make well-informed decisions based on your clients' financial profiles.
Our platform empowers you to obtain your client’s credit search directly through our system, providing you with full details about their credit history. This invaluable tool makes sourcing the right lender easier and quicker than ever before as you have all the information needed for you to make informed decisions.
Whether you’re an advisor or a packager, OMS offers a seamless process to request and access credit files, ensuring a comprehensive understanding of your client’s financial profile.
Collaboration Made Easy
For packagers, OMS facilitates a smooth collaboration with introducers as the platform allows introducers to request credit files from clients (if you choose to grant them this ability). This feature enables a seamless flow of information and ensures all parties have the necessary details to package the application effectively.
OMS empowers you to customise access permissions, allowing you to maintain control while fostering efficient collaboration.
Within your OMS Package
We believe in equipping you with the best tools from the start. That’s why the credit search functionality is a standard feature included in your OMS package. We want to ensure you have all the necessary resources to provide exceptional service to your clients, right from the moment you join the OMS community.
Depending on the provider used, the credit report can provide a fully integrated process in to the OMS platform, prepopulating adverse credit data as well as all credit commitments.
Note, some providers charge an additional amount for this option.
Our integrations cover the entire lifecycle of the process, ensuring a seamless and comprehensive experience
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What our clients say
The ability to work from home in these challenging times has been made much easier by having a CRM system that is cloud based, fast and supported by a very knowledgeable team. I've used OMS for two years now after giving up with their competitors. OMS adapts to how you work and they are always improving it. My clients love the information it provides them and they can keep updated 24/7 on progress of their case by logging in ....
Simon AllenDirector, Searchlight Finance Limited
With all the TMG brands now all working from home, it’s great that we use the OMS CRM platform which enables us to continue running without disruption and allows our advising to keep advising. The support from the OMS team has been superb and we look forward to working with them over the coming months to help develop the system further. Real pleasure to work with.
Scott ThorpeDirector, The Money Group The team at Clever Lending have had a seamless transition from office working to home working, with OMS being cloud based it made our initial home working tests very easy to implement to a full home working operation. With case information and documents store on the cloud, we have been able to get everything we need at the touch of a button. As a manager, I’ve been able to keep a track of case process, staff activity and run MI reports with ease.
Kevin BlountClever Lending OMS has been brilliant for us at VIBE in enabling us to work efficiently from home with no disruption to our daily work!
It has always been flexible for us which is exactly what we wanted and the OMS team are always on hand to assist us with anything. I couldn’t recommend the OMS system more right now!
Kim McGinleyDirector, Vibe FinancialIt has always been flexible for us which is exactly what we wanted and the OMS team are always on hand to assist us with anything. I couldn’t recommend the OMS system more right now!
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