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On the recordRead 8 Oct 202615 facts
CreditSoft
Coral Springs, Florida, United States
Plans and prices
Professional implementation
$5,500one-time
Installation, configuration, and 4-day training · custom tier implementation quoted separately
Read 8 Oct 2026 · creditsoft.com
Front-End Essentials
$13,140a year
3 Windows users included · 1,000 electronic signatures/month · Additional Windows users $199/mo · Optional test database $250/mo
Read 8 Oct 2026 · creditsoft.com
Professional
$29,940a year
5 Windows users included · Additional Windows users $199/mo · Optional test database $250/mo · self-hosted
Read 8 Oct 2026 · creditsoft.com
Custom
Priced on request
Pricing based on scale and infrastructure · self-hosted or hosted · custom workflows, features, and integrations
Read 8 Oct 2026 · creditsoft.com
On the record
- AI features
- Google Gemini powers natural-language database queries, call transcription and analysis, document processing, and chart generation.creditsoft.com · read 8 Oct 2026
- Client management
- Features include lead distribution, budgeting, financial scenarios, appointment scheduling, and electronic signatures.creditsoft.com · read 8 Oct 2026
- Company
- The product is by ICCO, which says it has served credit counseling and debt portfolio management agencies across North America since 1995.creditsoft.com · read 8 Oct 2026
- Creditor management
- CreditSoft supports creditor portfolio imports, batch proposals, MasterCard RPPS and Visa E-Pay, and creditor response files.creditsoft.com · read 8 Oct 2026
- Data export
- The maker says customers can download their data and describes CreditSoft as using a standard SQL Server database with full export capability.creditsoft.com · read 8 Oct 2026
- Financial operations
- The platform supports ACH processing, check printing, bank reconciliation, payment scheduling, creditor disbursements, and audit trails.creditsoft.com · read 8 Oct 2026
- Hosting
- Customers can provide cloud infrastructure or an on-premise server; managed hosting is also offered on customer-provided cloud infrastructure.creditsoft.com · read 8 Oct 2026
- Implementation
- The maker says most agencies go live in 30–45 days and that its team handles migration.creditsoft.com · read 8 Oct 2026
- Integrations
- Listed integrations include Plaid, Authorize.Net, DocuSign, TransUnion, Equifax, Spinwheel, Google Gemini, Outlook, QuickBooks, and others.creditsoft.com · read 8 Oct 2026
- Purpose
- CreditSoft is an agency platform for credit counseling, debt management, housing services, and related financial services.creditsoft.com · read 8 Oct 2026
- Scale
- CreditSoft says it supports agencies ranging from 5 clients to more than 50,000 clients on the same platform.creditsoft.com · read 8 Oct 2026
- Security
- The maker says the platform uses HTTPS encryption, strong passwords, multi-factor authentication, pen-tested security, granular permissions, and audit logging.creditsoft.com · read 8 Oct 2026
- Support
- Technical support is available through a support portal, email, and phone, and the Customer Hub lists dedicated technical-support contact details.creditsoft.com · read 8 Oct 2026
- Web portal
- Clients, creditors, partners, and other listed user types can use a connected portal for self-service tasks such as enrollment, payments, and document signing.creditsoft.com · read 8 Oct 2026
