Credit Ready by CashDeck
Retrieve your clients' bank statements and generate expense analysis in seconds with Credit Ready
All of your client's statements in seconds
Save time, reduce friction and make life easier for your clients with Credit Ready by CashDeck. This expense analysis tool allows your clients to easily and securely provide their bank statements and expenses so you can focus on things that matter to your business.
Automatic expense analysis
As well as retrieving the bank statements you need, Credit Ready will also gather up to 12 months of transaction data from all your client’s accounts and provide you with a detailed analysis across all key spending categories.
You’ll receive a list of transactions, a table of spend by category, an income vs expense analysis by month, and a series of charts, all of which you can export to Excel.
Why use Credit Ready?
How Credit Ready works
Safe and secure
Credit Ready uses the highest levels of security and bank level encryption. Your clients’ credentials will be permanently deleted as soon as you download their statements.
Get started with Credit Ready in Mercury
Access Credit Ready in Mercury and save hours on each loan you write. You'll find all the documentation you need to get started in Mercury. Not a Connective member yet? Join today and start offering Credit Ready to your clients.