Empower Credit and Funding Workflows

The complete B2B SaaS platform for Credit Advisors and their Members. Streamline client management, document workflows, and funding processes in one powerful platform.

Simple 3-Step Process

Get your credit advisory business running smoothly in minutes

1. Invite Members

Send secure invitations to your clients and give them access to their personalized member portal.

2. Manage Documents

Handle contracts, signatures, and file uploads with integrated DocuSign and PandaDoc workflows.

3. Track Progress

Monitor credit improvements, funding progress, and member engagement with comprehensive analytics.

Everything You Need in One Platform

Powerful features designed specifically for credit advisory businesses

Bank Sync

Real-time credit card utilization tracking with Plaid integration

Digital Signatures

Seamless contract management with DocuSign and PandaDoc integration

Task Management

Kanban boards and automated workflows to keep projects on track

Training Courses

Educational content library with progress tracking for members

Credit Reports

Automated parsing and analysis of credit reports from major bureaus

Automation

Smart workflows that reduce manual work and improve efficiency

Trusted by Credit Professionals

See what our customers are saying about CreditFolks

"CreditFolks has transformed how I manage my clients. The automation saves me 10+ hours per week."

Sarah Johnson

Credit Advisor, Miami

"The member portal is incredible. My clients love being able to track their progress in real-time."

Michael Chen

Senior Credit Consultant

"Document management was a nightmare before CreditFolks. Now everything is organized and automated."

Lisa Rodriguez

Credit Repair Specialist

Ready to Transform Your Credit Advisory Business?

Join hundreds of credit professionals who trust CreditFolks to streamline their workflows.