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Credit Repair Business Info

23

A Step-by-Step Guide to Selling Credit Enhancement Services
Approaching a Mortgage Broker and Real Estate Professional to promote your credit repair services
Common Collection Agencies That Violate the FDCPA
Credit Repair State Laws Chart
Getting Started
Dispute Info
Credit Basics
Credit Building
- Importance of Credit Building Affiliate Programs

Leads

9

Add Lead
Add Lead Credit Monitoring Details
Add Lead To Do Task
Change Lead’s Company and Affiliate Agent
Convert Lead to Active Client
Notify Affiliate Agent of Lead Conversion
Quick Search Leads
Resend Lead Welcome Email
Upload Lead Documents

Clients

19

Add Client
Add Client Note
Add Client To Do Task
Add Client to Mailchimp
Add Credit Monitoring Details
Add Internal/Processing Note
Assign Affiliate Agent To Client
Attach Spouse to Client
Change Client Processing Status
Change Client’s Company and Affiliate Agent
Change Client’s Login Credentials
Create Credit Analysis For Client
Create Credit Bureau & Creditor Dispute Letters
Import IdentityIQ Report
Quick Search Clients
Resend Client Welcome Email
Update Account Dispute Outcomes
Upload Client Documents
View Dispute Progress

Affiliate Agents

5

Add Affiliate Agent
How Affiliate Offices/Agents Work
Notify Affiliate Agent of Lead Conversion
Resend Affiliate Agent Welcome Email
Send Affiliate Agent Welcome Email

Company Offices

2

Add Company Office
Manage Email Templates

Affiliate Offices

2

Add Affiliate Office
How Affiliate Offices/Agents Work

Company Agents

1

Add Company Agent

Accounts

3

Add New Account
Manually Add or Duplicate Account
Update Account Dispute Outcomes

Credit Reports

1

Import IdentityIQ Report

API

1

Setup Mailchimp Integration

Letters

1

Create Credit Bureau & Creditor Dispute Letters

Emails

5

Manage Email Templates
Resend Affiliate Agent Welcome Email
Resend Client Welcome Email
Resend Lead Welcome Email
Send Affiliate Agent Welcome Email

Notes

2

Add Client Note
Add Internal/Processing Note

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Leads

Leads

Add Lead
Add Lead Credit Monitoring Details
Add Lead To Do Task
Change Lead’s Company and Affiliate Agent
Convert Lead to Active Client
Notify Affiliate Agent of Lead Conversion
Quick Search Leads
Resend Lead Welcome Email
Upload Lead Documents

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