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Welcome to CreditXpert!
Log in, set up your account, customize the platform
and invite your team in just a few steps.
5 Minute Task
Creating an account takes just a few minutes and will allow you to start configuring your company settings. Look for the email invitation in your inbox.
Didn’t receive the email yet?
Contact your onboarding team at customeronboarding@creditxpert.com
5 Minute Task
Self-Guided Training
Our Training Library provides you with Quick Start Guides and videos that show you how to set up, customize and manage your platform.
Download
Live Webinar
Our onboarding team will walk you through the admin functions within the platform, along with a Q&A session. Reserve your spot.
Register
On Demand
View a pre-recorded webinar that guides you through the admin functions of the platform.
Watch
5 Minute Task
You can add other admins to your team. Go to ‘Manage Users’ and send them an invite. Check out this quick tutorial.
Here are some user roles you might want to invite
5 Minute Task
Configure your Company Settings
Customize your platform by setting up your branches, uploading your logo, picking your plan settings and adding your legal disclaimers.
Login Method for your Team
Interested in setting up Single Sign on for your company? Find out how here.
5 Minute Task
Communicate the Upgrade to Your Team
Here’s a sample email that should help you introduce your team to CreditXpert. Sending this prior to adding users will let them know what to expect.
Invite Users to the Platform
Go to ‘Manage Users’ and send them an invite.
Check out this quick tutorial. Invite Users
5 Minute Task
Setup Confirmation
Your onboarding team will be sending you an email requesting confirmation that you’re ready to proceed with activating your account. Please reply and confirm you’re good to go!
Activation Confirmation
Your onboarding team is working with your credit report provider to complete your activation and connect your data. You will receive an email letting you know once your activation has been completed.
With your training and activation completed, you’re all set and ready to begin running credit optimization plans!
Your Client Success Manager will contact you shortly to discuss further enablement, training and opportunities for your organization.
Frequently Asked Questions
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