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Knowledge Center

Credit Repair Business Info

4

Credit Repair State Laws Chart
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

Leads

9

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

Clients

19

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

Affiliate Agents

5

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

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
Update Account Dispute Outcomes
Manually Add or Duplicate Account

Credit Reports

1

Import IdentityIQ Report

API

1

Setup Mailchimp Integration

Letters

1

Create Credit Bureau & Creditor Dispute Letters

Emails

5

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

Notes

2

Add Client Note
Add Internal/Processing Note

Getting Started

10

A Step-by-Step Guide to Selling Credit Enhancement Services
Approaching a Mortgage Broker and Real Estate Professional to promote your credit repair services
How To Start a Credit Repair Business
The Importance of Reliable and Affordable Credit Report Monitoring for Your Credit Repair Business
Laws & Regulations Relating to Credit Repair
Mailing Credit Repair Letters
How To Generate Leads
Importance of Customer Service
Importance of Building Your Client’s Credit
Getting Started As a Credit Repair Company

Dispute Info

3

What is a Factual Credit Dispute?
Ways To Handle Bureau Stall Letters
The Importance of Disputing Old Addresses on Your Credit Report

Credit Basics

5

Basics of Reading a Credit Report
The Difference in Debt Collection Agencies VS Original Creditors
What is Credit Repair?
What is the Fair Credit Reporting Act (FRCA)?
What is The Fair Debt Collection Practice’s Act (FDCPA)?

Credit Building

1

Importance of Credit Building Affiliate Programs

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Leads

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

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Offer Credit Reports
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