Training
Companion plugin walkthrough
See the companion plugin pull SmartCredit data into CreditSoft and hand the file over for review.
Companion plugin walkthrough
This is the CreditSoft companion plugin pulling SmartCredit data into the client file automatically.
Once the capture lands, CreditSoft builds the client profile locally and hands the file into the review lane.
IdentityIQ support is in the product too, but this clip is showing the SmartCredit lane specifically.
No manual data entry. No outsourcing. This run is about 35 seconds, with real speed depending on connection quality and source-site response.