Simple Audit: 1-Click Credit Analysis Report
This was our big Summer project! Import a credit report and click 1-button to create an awesome Credit Analysis Report that breaks down your client’s credit issues and explains your plan of action. It now works for Leads and Prospects, making this your greatest sales tool! Add to your sales process (or your free consultation) and close more deals!
Here’s a video overview:
And here's more detail on how to run Simple Audit:
Want to learn more about IMPORTING REPORTS?
Click here for a guide to importing credit reports