Adding a File check

Adviser credit checks can be recorded in the same area as the references. To access the advisers record go into the Compliance module, click on the advisers name and select Recruitment from the left hand menu.

From the recruitment screen select the Credit checks tab and then select + Add record to record the details of the credit check.

You will then receive the following pop-up message;


Please note: The information will vary depending which one you select. Below is the personal credit check

Now enter the details of the credit check.