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Companion plugin walkthrough

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35.4s 2216x1440 222.9 MB 8.2K views
8.2K views

See the companion plugin pull SmartCredit data into CreditSoft and hand the file over for review.

About this video

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.

Training

Automation walkthroughs and real workflow demos.

Companion plugin walkthrough

See the companion plugin pull SmartCredit data into CreditSoft and hand the file over for review.

35.4s 2216x1440 222.9 MB 8.2K views
Setup

Install, launch, and local-app basics.

CreditSoft app overview

See how CreditSoft runs as a local web app on your private network and installs like a native app in Chrome.

39.1s 2216x1440 441.5 MB 8.9K views