In this area, you will learn how to add your first client fast, send out your first dispute, and automatically onboard your customer.
A quick overview of your business, which will allow you easily see urgent matters and helps you to plan your day.
Billing System & Automations
Learn the different billing options and how you can manage them.
Learn more about the payment screen where you can keep track of your finances and manage your billing system.
One way that you can charge your clients after you render services to them is through checks. This will help you manage it when they hand you the check in person or if they send it to you.
Send out invoices from the software and have the capability to customize, schedule, and organize them to make your billing system more convenient for you and your clients.
Credit Report Importing & Automations
In this area, you will learn how to import a customer’s credit report with one click, analyze the information for multiple errors in seconds, check for deletions with one click and update your customer fast.
Save time as the software will create an analysis from your client’s credit report that will show you a summary of all the negative and inaccurate items on their report.
Dispute Engine & Automations
Dispute fast with credit bureaus, creditors, and collectors. Upload your letters quickly, print your letters without going to the post office, or bulk print all of your letters with one click.
Benefit: Our dispute manager screen allows you to easily dispute with furnishers and even use the information available within the software.
It saves you a lot of time as this feature eliminates the manual task of printing, arranging, and mailing your letters and will also let you do everything without leaving the comforts of your home.
Our integration with letterstream saves you time as you no longer need to go to the post office to send out your letters and helps you to easily keep track of the letters you mailed.
Digital Signature & Automation
Upload your own or use our free automated CROA disclosures and customer, pay per deletion contracts. Automatically capture the customer’s signature on the contract during the onboarding process. In addition, learn how to build the contract from a compliance attorney.
It helps you to easily start your business with the availability of contract templates that you can use for your clients.
Affiliate & Client Portal
Keep your clients updated on their progress using the client tracking portal mobile application and desktop version. Clients can also send you documents and referrals quickly. In addition, affiliates can send you referrals and check their commissions with one click.
This will provide your clients a convenient and on-the-go platform to easily check their progress, get updates and even reach out to you on their mobile phones.
Your clients can easily communicate with you through their own tracking portal by sending you the documents you need and even send you referrals that will help you grow your business.
Grow your company with all of the lead capture functions. Use quick lead capture to input new leads fast. Implement the website lead, auto-sign up, and affiliate lead form to bring in 1,000 leads while you are sleeping.
Pay Per Deletion & Automation
Without pay-per-deletion features, you can offer quick good faith estimates of pay-per-deletion contracts. In addition, you can email your pay-per-deletion good faith estimates, create invoices and build them manually.
Another service you can offer is PPD, and our software will help you set up your pricing and let you modify your offers at any time.
Automate most of your tasks in your business with our various automation such as text messages, automated nurturing emails to your customers, dispute status updates, credit score updates, and connecting to 1,000 other applications through Zapier.
Integrating with other platforms that you are using for other aspects of your business will help you automate tasks and save tons of time going back and forth.
Free Training and Support
Need training? We got you covered. Explore all of our free dispute, startup business, lead generation, and support training; everything you need to be successful at starting and running a credit restoration business.
This will help you understand how you can use the different dispute letters and campaigns so that you can maximize them for better disputing.
All the Support you Need
Get personal walkthroughs and chat with us by phone, email, software chat or website chat 7 days a week.
Need More Help
You will have access to some of the best mentors in the credit restoration industry.
Get all of your letters outsourced with a list of qualified outsource partners.
Want to build automations into your workflow? No problem! We have a list of experts who can help you in this area.