Mercury has integrated with Credit Ready by CashDeck, providing you with a quick and easy way to collect your clients' bank statements and living expenses.
What is Credit Ready by CashDeck?
Credit Ready is a bank statement and expense analysis tool that enables your clients to quickly, simply and securely provide you with their bank statements as well as producing a detailed report of your clients living expenses.
How does it work?
Taking advantage of Credit Ready is easy, simply watch this short video to get started!
Send your clients Credit Ready access from Mercury
- Invite a client to provide their statements from a People or Opportunity record by clicking on the Client Statements drop-down and choosing New Request:
Note: when accessing this via the People record in Mercury, you will be able to select the Opportunity name in a drop down box via CashDeck just before sending the link to your customer.
- Credit Ready will send your client an email and SMS to begin the process. Note: Your client can use Credit Ready on their desktop or device.
- Your client will securely login to the portal and connect to their bank accounts.
- On the Attachments tab of your Opportunity, Credit Ready will attach 6-12 months’ worth of statements and a full transaction listing for each account:
- You can also analyse and download your clients’ transactions instantly for use in Excel by clicking on the download button
Learn about Cashdeck Pricing and Creating a Cashdeck Account:
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