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CreditSoft for Loan Consolidators

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The following standard CreditSoft features can be used to automate your loan consolidation processes:

  • Import the information from the credit bureau into the account list
  • The credit repair status of each account can be seen in one single interactive screen
  • Set up your document templates using Microsoft Word
  • Add as many fields as needed to your templates to personalize the content
  • Track each document version sent and easily access all from the Document History screen
  • Documents such as Service Agreements can be electronically signed to expedite the process
  • Fees can be charged to a credit card, electronically debited or mailed
  • Specific creditor parameters can be stored in the database

In addition, all the other CreditSoft features are available, including:

  • Interactive work queues to track important items requiring immediate action
  • Integration with all major phone systems
  • Built-in CRM system with automated workflows
  • Optional web interface gives access to clients and creditors
  • Complete audit trail
  • Customizable screens and lists

Please call us today and let us show you how CreditSoft can simplify your loan consolidation operation.
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