eKeeper AML and credit reports is a hit with brokers

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The feature enables brokers to access Experian AML and credit reports directly from the eKeeper CRM.

It also supplies brokers with information to quickly identify potential issues which may not be disclosed during the fact-finding process.

All UK intermediaries have access to this functionality, either as an eKeeper customer or through the free eKeeper Lite CRM, a lightweight version of the flagship product, after a simple registration process.

eKeeper Lite can be run alongside other back-office systems, where the PDF reports can be imported with minimal data required at the outset.

Richard Gill, managing director of Cheetham Jackson Mortgages, who is an eKeeper customer and advocate of the service, said: “The integration into Experian is an absolute time and money-saver for us.

“Having access to reliable information at the beginning of our advice process means we can provide a more efficient and reliable customer outcome.

“Already, we’ve been able to identify additional credit commitments and adverse credit in specific cases, making our product placement a much more confident activity.”

Meanwhile, David Bennett, commercial director at eKeeper, added: “The broker feedback has been phenomenal as technology continues to add value into the advice process. Richard’s success is echoed by every company that uses the service and demonstrates the flexibility our CRM integrations can offer.

“Businesses not only want to structure their back-office processes, but are also understandably looking for ways to operate more efficiently.”