Frequently Asked Questions
- Is there a free membership?
We have a free Test Drive that allows you up to 3 clients. This membership does not come with the full private label portal, and certain features are not available without a paid plan.How do I upgrade my membership?
You can upgrade your membership at anytime by logging into your profile HERE and clicking the orange Upgrade Button. You can also call us at 541-371-3124 or email email@example.comCan I downgrade my membership?
You can downgrade your membership at anytime by logginginto your profile, and clicking downgrade. However if you have over 50 active clients you will not be able to downgrade to the lowest package until you have less than 50 clients with processing status set to Active. You can also call or email us at firstname.lastname@example.orgIs there a contract?
No we do not lock you into a contract. You are able to cancel at anytime.
Add On Options
- What Add Ons can I get?
We have several add on options available. You can add on credit report orders, and also Legal Club memberships. You can also book consultations through a calendar that syncs with your calendar for credit consultations. This can be included on your website. We also offer template buildouts, and template purchases alacart. If you are interested please contact us via phone or email at email@example.comHow do I add on the ability to order credit reports?
You can setup to provide credit reports on your website which will integrate into your back end portal. This feature is only available with a paid plan. If you are interested please contact us via phone or email at firstname.lastname@example.org
- Do you offer technical support?
Yes we offer technical support with all plans. You can submit a support ticket by emailing email@example.com You can also give us a call at 541-371-3124.Do you offer training?
Yes we will setup a call with you to go through a live demo or training session. You can submit a ticket to request the training by emailing firstname.lastname@example.orgDo I need a merchant account?
Although having a merchant account to accept payments is generally reccomended, you do not have to have a merchant account to use the system. If you are wnating to take payments online you will need a merchant account. You can apply for MagicPay to provide you a merchant account. See more info HERE