Overview

MAXMONEY allows you to perform a Compuscan credit inquiry on a potential client before formally adding them to the system. If you later decide to onboard the client, the previously conducted inquiry will be automatically saved and linked to their new profile.

Security Access

The security option to access these non-client features is located in the role setup: Compuscan > Compuscan Non Client Enquiry.

Available Functions

From the Compuscan Non-Client section, you can perform the following actions:

Function	Description	Documentation
Browse the Enquiry History (Non Client)	View a record of all credit inquiries previously performed on non-clients.	Browse History
Perform a credit check	Initiate a new credit inquiry on a non-client	New Enquiry
Print a Consent Form	Generate a printable consent form for the client to sign, which is mandatory before conducting a credit check	Consent Form