|
 |
Manage all customers in one place, extended client search fields, track current round of disputes, track client status, and much more. |
|
 |
Allow customers to log in and view their credit information, time stamp notes to clients, view current round of disputes, view the number of days left in each round, and also view the dispute outcomes. This feature of our credit repair business software maximizes the level of customer service your credit repair company can offer. |
|
 |
Set up and track your company’s referral accounts and referral agents. Assign each agent with a user id and password to access their client status portal. Assign referral agent hierarchy to allow different agent views for clients associated with each referral account.
This feature of the credit repair business software will also help with the level of customer service that your company can offer. |
|
 |
Allow referring agents to log in and check the status of the clients that the refer to your credit repair company. Referral agents can enter new leads for credit repair services right from their portal. The credit repair software will automatically notify the office user that is associated with the referral agent. |
|
 |
Create online PDF dispute letters for Experian, TransUnion and Equifax, with your customer’s information. |
|
 |
Create custom dispute letter templates to use. Add custom tokens to your letters, change font sizes, and more! The customized tokens include date fields such as ( Date of Last Activity, date Open, Balance, Dispute Reason, etc.) |
|
 |
Import credit reports directly into the clients file. Eliminate data entry for certain credit report types. |
|
 |
Enter accounts to dispute, track accounts in dispute, edit and customize dispute reasons, and edit account details. All data is editable for each credit bureau allowing flexibility and efficiency for data tracking. |
|
 |
Create company services and track customer fees and payments. |
|
 |
Your company’s dashboard includes a “quick-view” of statistical information about your customers, referral partners, and users. |