Thanks for attending our recent training webinar. The recorded session below will help you review anything we covered during the live session.
We cover everything you need to know to get started with our bank statement retrieval and living expenses analysis service - Credit Ready, including:
Free trial and pricing
Branding your account
Request options
Client experience
Re-enable a request
Link requests
Hide accounts/duplicates
Download reports + averages
Filter and find online
Change report from 6-3 months
Undo changes
Compare different report versions
Category mapping
Compare online v Excel
Move or remove in Excel
Summary categories + report controls
Free Trial Available
Sign up today. With no contracts, no setup fee, and no credit card required to create your account you can start sending requests to your clients right now.
Additional Information
Our service can integrate with some of the most popular platforms used by brokers.
How to integrate with Salestrekker.
How to integrate with Ezidox.
How to integrate with FileInvite.
How to integrate with BrokerEngine.
How to integrate with Mystro.
For details about our processes, security, and useful information you might share with your clients, please take a look at this guide.