Online Status Portal for Your Clients
Our new Online status portal is almost here!
Available on web, and soon on iOS and Android!
You personalize it right in the CreditDetailer software.
It will include mobile visible pages and more features to be announced!
Time is a valuable thing - So why not free up more of it with the Online Status Portal!
THIS IS AN ADD-ON TO CREDIT DETAILER PROFESSIONAL
(You must already have CreditDetailer Professional installed)
Scroll down and try the live demo below
Clients & Affiliates can check their status 24 hours a day!
Your clients will appreciate the constant accessibility to their file and speed at which you can communicate!
The Client & Affiliate Portal also works web enabled mobile phones!
iPhones, Android Phones, Tablets, and laptops!
No Extra Website Required!
Use the portal even if you don't have a site, or embed the portal into your site!
It still appears as your company info!
About Client Portal
Clients and Affiliates get to see their status online!
Reduce calls to your office!
Affordable & Low Cost!
NEVER, EVER, PAY 'PER CLIENT'
OR 'PER USER' FEES!
Unlimited Affiliates Users
Unlimited Referral Sources
100% Fully Automatic!
Keep everyone on the same page and
Reduce phone calls regarding status requests!
Works with all web enabled mobile phones too!
Test out the Portal yourself- LIVE!
Test the portals your self!
The information below will let you into the live site!
Even try it on your mobile phone browser too!
If you can give client status anytime, anywhere - affiliates and clients would love to use you!
You will need to enter the test account:
You can load a sample file using the information shown
Client Code: 123456
Login with this info:
Create a color combination to match your company!
Client Portal Features:
Only your logo is shown (Not ours)
All your pertinent company information is displayed automatically using the settings in the software! (if you make a change to your name, phone numbers, email, the portal automatically gets updated too!)
Clients login easily using their email address and security code! (no need to mess with lost usernames or passwords! (the easier your portal is, the more people will use it!)
Portal hides any personal information pertaining to your client for added safety and security (only the client knows its theirs!)
Shows the clients paperwork status
Shows the clients current stage and status
You can determine which of the stages appear! (hide the stages and paperwork that don't apply to your business!)
You can rename each stage to anything you want & any language you want
Shows start date of current stage
Easy icons makes your portal simple for clients to understand!
Portal will display an unlimited number accounts all on one screen! (making it easy to see things in one shot!)
Each account only displays up to the last 4 digits for security purposes
Accounts automatically show the client the status of each item!
If a Representative is assigned to the client, the rep info appears too allowing the client to get in touch more easily!
You choose to post certain notes in the software to the website for the client to read.
Add unlimited notes online & remove notes when no longer needed to be displayed!
Set your company logo from the software
Set your color style!
Select which status stages appear to clients
Rename the status stages to your desired wording
Set it and forget it technology! The portal is fully automated! nothing else to do!
Fully automated means - Time Saved!
Affiliates see your logo only! (not ours or anyone else!)
Affiliates only see the clients where they are the assigned Rep, or where you have marked them as referral source
One easy to read layout lets them see the status without complicated menus (The easier it is for Affiliates to use, the more they will use your portal!)
Affiliates can login using their email address and a password you provide them (done in the software)
You have control over disabling access to the portal (done right in the software)