Credit Repair Software – Referral Agent Status Portal
The referral view portal is to allow your referral agents access to log into the credit repair business software to manage customers enrolled in the credit repair process.
Some of the key areas of the Referral View Section:
Sensitive information is hidden or starred out for security.
Allows Referral Agents to login and view the current status of each referred client.
Referral Agents associated with client receive automatic emails after rounds are completed updating on the status of the file.
Referral Agents can add new clients directly from inside their account. New clients awaiting enrollment are viewable in your Office Sales Pipeline.
Credit Reports can be uploaded directly for you to view upon referring agent entering a new lead.
