Mortgage Broking
Identity and credit checks, run straight from the case
16 September 2026
Verifying who a client actually is, and what their credit position looks like, are both steps that shouldn't require leaving the case to complete. Identity and proof of address checks can be sent straight from a mortgage case via Noviqent IdCheck, with results tracked automatically back onto that case.
Click2Check handles the credit-check step the same way - run directly from the case, rather than a separate system a broker has to check back on manually.
Because both checks attach to the case itself, a client's full verification history stays with their file permanently, ready to reference the moment a lender or a compliance review asks for it.
Frequently asked questions
Do clients complete identity checks themselves?
A secure link sent from the case lets the client complete document upload and a selfie themselves, with results tracked back automatically.
Is credit-check history kept with the case?
Yes - both identity and credit-check results attach permanently to the case they were run for.
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