Maintain a Personal Touch

Credex Direct
With Credex Direct, you can maintain a personal touch point with your applicants. You also have access to other Credex tools such as the LeadVault and Credit Optimizer. This way you still manage your applications at Point of Sale so you don't have to change the way you do business.

You retain the same billing functionality to manage your credit costs with Credex Direct by utilizing the following Flex Pay options to pay for credit charges:

  • Applicant Direct
  • User
  • Office
  • Company

You retain the automated compliance functionality of the AppWizard via Credex Direct with secure access to automated delivery systems for the applicant to access the following:

  • Credit report information
  • FACTA disclosure
  • Credit report receipt (if paid by applicant)
Problem & Solution
Problem: Keeping that Personal Touch
Betty has a company policy of completing a loan application with her prospective applicants over the phone so she can retain that personal touch at Point of Sale. As a consequence her loan officer's do the same. Betty really likes the tools Credex offers, but doesn't want to change how she handles her customers. How can Credex fit with her current process?
Solution: Managed Billing and Automated Compliance Solutions
Many companies like to have a personal touch with a prospective applicant before completing a loan application. Credex Direct provides the capability for Betty and her loan officers to still retain that personal touch, while decreasing her operating overhead and staying in compliance with automated deliveries — and she doesn't even have to change her business practices to take advantage of Credex tools that help her reduce costs!