Credit Ready Gets an Upgrade

Responding to some great industry feedback, Credit Ready has been given a boost to give brokers a major advantage with their loan applications. An industry leader in bank statement retrieval and expense analysis automation, this upgrade makes life even easier for brokers while enhancing compliance capability.

What’s Credit Ready?

If you haven’t heard about us, Credit Ready by CashDeck is a simple, intuitive tool designed to help brokers quickly retrieve their clients’ official bank statements—along with an automatically categorised living expense analysis. It enhances compliance as the data comes straight from the bank, as well as saving hours with each loan application. Loan applicants are sent an invite via email or SMS and within minutes, their financial information is on its way to you as their broker.

So what’s changed?

A major change to Credit Ready is the capacity to invite multiple loan applicants at the same time and automatically merge their banking data. This means that if you are writing a loan for multiple applicants—as is often the case, you will now receive all your clients’ data separately and linked together so you can analyse them as individuals or as joint applicants.

“What if there are joint accounts, won’t there be duplicates?” I hear you ask. We’ve thought of that, and you can now also filter accounts to get the data in exactly the configuration you need… in minutes.

Integrations now available too

As well as new features, a number of industry partners have integrated Credit Ready into their platforms, giving more flexibility and convenience to brokers. Document collection services Ezidox and FileInvite both offer CashDeck Credit Ready inside their platforms, as does leading broker CRM software, Salestrekker.

From September, Connective brokers will also be able to access statement retrieval and expense analysis right from inside their Mercury platform.

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Interested in trying it out?

Credit Ready Gets an Upgrade

CashDeck

Last Updated: 19 August 2019 Published: 19 August 2019

Written by CashDeck

Last Updated: 19 August 2019

Published: 19 August 2019