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.
Note: Users can only see the requests they create for themselves inside CashDeck. This is part of the CashDeck security model.
To view a completed request created by another user, you can view them from within the Mercury opportunity records.
If the CashDeck request has not been completed only the user who initiated the request will see it in CashDeck.
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!
For more information please view the Credit Ready by CashDeck webinar here.
Learn about CashDeck Pricing and Creating a CashDeck Account:
- CashDeck Pricing for ACL Holders and Connective Credit Reps
- How to create an account with CashDeck
- Send your clients Credit Ready access
Comments
0 comments
Article is closed for comments.