One powerful platform for credit counseling, debt management, housing services, and more. Configured to your workflow. Built to scale with you.
CreditSoft includes a full web portal connected to your database. Clients can self-enroll, make payments, sign documents, and track their progress — without calling your office.
Applicants fill out their information, sign contracts electronically, and make their first payment — all from the web portal. You define the flow they see based on their status.
Clients can enroll in ACH via Plaid, view payment history, update bank accounts, make extra payments, and adjust payment dates — all within the rules you set.
Design custom pages with links to educational resources, videos, and surveys. Built-in charts show clients their progress and "what-if" scenarios to keep them motivated.
Clients submit support tickets that route to the right department automatically. Your staff can add internal notes, and escalation rules ensure nothing gets stuck.
Build any form you need — surveys, questionnaires, legal documents — with conditional logic that shows or hides questions based on previous answers. Pair it with e-signatures for a completely paperless process.
Customize the look and feel with your own CSS, control which pages each user type sees, change labels and messages, and add custom HTML content to any page. It looks like your site, not ours.
Who can log in? Clients, co-applicants, leads, creditors, sales agents, attorneys, and employees.
Secured with HTTPS encryption, strong password policies, multi-factor authentication, and pen-tested security.
CreditSoft doesn't trap you in a closed system. If your agency uses other tools, or if partners need access to your data, our open platform makes it possible.
Your agency's website captures applicant information. Instead of someone re-typing it into CreditSoft, the connection pushes new leads directly into your system — automatically, in real time, with zero manual entry.
A third-party payment processor confirms a payment cleared. CreditSoft receives that confirmation and updates the client's account automatically — no one needs to log in and enter it by hand.
A referral partner or affiliate needs to check the status of a client they sent you. CreditSoft gives them secure, controlled access to just the data they need — nothing more, nothing less.
Your team uses a separate reporting tool or custom dashboard. CreditSoft feeds it live data — enrollment numbers, payment stats, client counts — so your tools always have the latest information.
CreditSoft connects out of the box with industry-standard platforms for payments, communications, credit reports, and more.
We've migrated hundreds of thousands of client records from other platforms. Your data arrives intact, validated, and ready to go.
Switching software is stressful — we get it. That's why we don't just hand you a migration tool and wish you luck. Our team plans the conversion with you, runs multiple test rounds to catch errors, and only goes live when everything checks out. Your business hours won't be interrupted.
Brainard, CreditMaster, CPR, and many more — including MS SQL Server, Excel, MySQL, PostgreSQL, FoxPro, Access, Sybase, and others. If you can get us a copy of your data, we can convert it.
Free estimates, guaranteed. Send us your data files and we'll tell you exactly what it will cost — no surprises.
We ship updates constantly. Here's what's been added recently.
Book a personalized demo and we'll show you exactly how CreditSoft fits your agency's workflow.
Most agencies go live in 30–45 days. We handle the migration.