Combine multiple loans into manageable payment plans, automate creditor disbursements, track every account, and give your clients a clear path to becoming debt-free — all from one platform.
Leading agencies choose CreditSoft because it solves the problems that actually slow them down.
CreditSoft's consolidation screen lets you combine multiple debts into a single managed account with one payment plan. Clients see simplicity. You see control.
Set up payment templates that automatically distribute client payments to creditors based on your plan. Print checks, process ACH, or send electronic payments — CreditSoft handles it.
Track every payment, every disbursement, every fee. Bank reconciliation, NSF handling, and audit trails are all built in — so you're always ready when someone asks to see the numbers.
Enrollment, fee calculations, payment reminders, document generation — CreditSoft automates the repetitive work so your team can focus on helping clients stay on track.
Clients log in to view their consolidated plan, make payments, update their information, and track progress. Fewer phone calls, better engagement, higher completion rates.
From a small operation to a large national agency, CreditSoft handles the volume. Configurable workflows, customizable screens, and 100+ built-in reports adapt to however you grow.
From client intake to final payoff, CreditSoft manages the complete loan consolidation workflow.
Combine multiple debts into consolidated payment plans. Set up payment templates with multiple stages, variable fee structures, and automated creditor disbursements. Track accumulated funds and forecast payoff timelines — all from a unified dashboard.
Consolidation & payment dashboard
CreditSoft includes lead management, automated workflows, phone integration, e-signatures, document generation, a client web portal, and 100+ reports. Everything you need to run your consolidation business from one system.
Full CRM & operations
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.