This training video provides an overview of the Credit Analysis Audit feature and how it helps generate professional credit review reports automatically.
You’ll learn how to build a Credit Analysis Audit using a customer’s credit report, review key information such as negative accounts, statute of limitations, credit scores, and educational content, and deliver reports through email or PDF download.
The video also covers managing credit monitoring credentials, customizing audit templates, and using the Credit Analysis Audit to simplify the credit review process while providing valuable insights to customers.
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