Using Simple Audit (credit analysis report)

Follow

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

1 out of 1 found this helpful
Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.

Need help from our experts?
Register for a free live software class. Join now >>
Isaac's photo Isaac
Maria's photo Maria
Jorge's photo Jorge
Jackeline's photo Jackeline