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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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