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Your Portfolio, Powered by Our Financial License

Take full control of your portfolio with our comprehensive solution. From contracting and collections to reporting, analytics, and even repossession, Credit Connect simplifies every step—helping you stay ahead in your business!

Comprehensive Portfolio Management

  • Streamlined Deal Structuring: Simplify transactions with our intuitive deal wizard for efficient structuring.
  • Flexible Contracting: Create custom print packs, handle loan modifications, extensions, and date changes with ease.
  • Advanced Reporting and Analytics: Monitor accounts receivable, manage side notes, and gain insights with performance dashboards and detailed reporting.
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Collections and Payment Processing Simplified

  • Seamless Payment Integration: Process payments easily with integrated ACH and credit card options, plus automatic recurring payments.
  • Comprehensive Payment Management: Access detailed payment history, reporting, and tools for tracking irregular payments and promises to pay.
  • Efficient Collections: Manage collections with an organized queue, call tracking, and comprehensive note-keeping for each account.
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Email & SMS Messaging

Automate your email and text communications to send payment reminders, past due notices, insurance expiration alerts, and other customized messages.

Bring Your Best & We'll Raise The Bar.

Whatever 3rd party platform you’ve got use to - we can integrate it.

QuickBooks Integration

Compatible with QuickBooks Online. Schedule payments & reports for accountants and bookkeepers. Consultative services available.

Call System Integration

We integrate inbound call systems, allowing you to track, record & review all incoming calls seamlessly.

Seamless Legal Integration

We’ve integrated Clio, MyCase, Rocket before. Which legal system are you using? We’ll integrate it - it’s a promise.

What customers say about it

“We don't take ourselves too seriously, but seriously enough to ensure we're creating the best product and experience for our customers. I feel like Help Scout does the same.”
TeamSnap
VP of Customer Experience
“We don't take ourselves too seriously, but seriously enough to ensure we're creating the best product and experience for our customers. I feel like Help Scout does the same.”
TeamSnap
VP of Customer Experience
“We don't take ourselves too seriously, but seriously enough to ensure we're creating the best product and experience for our customers. I feel like Help Scout does the same.”
TeamSnap
VP of Customer Experience

Get In Touch

Please share your email and phone number, and we'll get back to you within 4-8 hours, or sooner!