Credit Analysis Update: Modern Layout + Credit Utilization Added
Credit analysis update — we rolled out a modern layout with built-in credit utilization. Cleaner, faster to read, and easier to walk clients through. It’s not available in Spanish yet, but that’s coming.
What changed:
- New UI and structure
- Credit utilization shown inside the analysis
- Easier score comparison across all three bureaus
- Clear sections for notes and next-steps
Why this matters:
- You can point out what’s hurting a client without flipping through a full report
- You get a simple view of balances and high-utilization accounts
- You explain results in plain language instead of numbers and codes
- It supports stronger consultations and monthly reviews
A quick clarification:
If you customized the old template, you must click Master Revert Back to get the updated design. Once you revert, you can’t switch back to the old template because the new layout replaces it.How this helps you day-to-day:
- Faster sales and intake calls
- Easier debt-paydown guidance
- Clear talking points during monthly updates
- More confidence when prioritizing disputes
A few ways users are already applying it:
- Breaking down top problem accounts in five minutes
- Showing balance issues before a client signs up
- Tracking monthly changes without confusion
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