Topic
Automated Bank Reference Responses
Pre-built emails, polite nudges, secure reply portal.
Stop Dialing Bankers—let Reminders Handle the Chase
Traditional bank references die in voicemail. Tredit IQ emails a concise questionnaire directly to the banker, tracks opens, and sends friendly reminders on your schedule. Replies land in a secure portal next to the applicant’s file—no fax, no manual download. A “Completed” badge lights up the moment balance and NSF history arrive, letting analysts finalize limits instead of chasing signatures. Export all responses to CSV or PDF for audits. Get the same diligence without the drudgery.