FAQs
Frequently Asked Questions
We’re here to help with any technical hurdles. We recommend starting with these FAQs
Do you offer a free trial?
Yes! Try our software completely for free for one client and report with our Free plan.
Do you offer team accounts?
Pro or Enterprise plan accounts support an unlimited number of team members.
How does Automation work?
Each month we will use our proprietary Credit Action Plan Algorithm to generate a new Action Plan for each of your clients. You can always generate more plans if you'd like, and you can configure your account to automatically send these reports to your clients on creation.
Is your platform secure?
Yes, maintaining the trust and integrity of our customers' and their clients' data is top priority. We use industry-standard best practices for application programming, hosting, and data security.