Frequently Asked Questions

Membership

  • 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 info@thecredittracker.com 

  • Can I downgrade my membership?

    You can downgrade your membership at anytime by logging into 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 info@thecredittracker.com 

  • Is there a contract?

    No we do not lock you into a contract. You are able to cancel at anytime.

  • Are the credit report and rent reporting affiliate offers included in my membership?

    Yes! All affiliate offers are included in your paid membership, or free membership

Add On Options

  • What Add Ons can I get?

    We have several add on options available. You can add on credit report orders,Legal Club, and ALL NEW Rent Reporting memberships. You can also book consultations through a calendar that syncs with your calendar for credit consultations. This can be included on your existing website, or in one of our landing pages. We also offer template buildouts, and template purchases alacart. If you are interested please contact us via phone at 541-371-3124 or email at info@thecredittracker.com 

  • Can I offer 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 info@thecredittracker.com 

  • Can I offer rent reporting?

    Yes! Become an affiliate and start promoting Rent Reporting tools to your client. Earn affiliate commisions upon signups. This will report to your client's Transunion and Equifax reports monthly while in a paid membership. The fee is directly billied to the client, and is not included in your software membership with us.

Support

  • Do you offer technical support?

    Yes we offer technical support with all plans. You can submit a support ticket by emailing info@thecredittracker.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 info@thecredittracker.com 

  • Do 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 

  • Can you integrate into my existing website?

    Yes. Our Gold package includes our client onboarding features that will integrate into your existing site. Once of our team members will obtain access and will hook up all of the onboarding integrations.

  • How do I access the Free Test Drive Portal?

    You can access your Test Drive portal by logging into your membership account here at https://thecredittracker.com. Once logged in it will redirect to your membership profile where you will see a Portal Access button. Once you click that you will be redirected to the portal in a new window. The login information will be the same you used when setting up your account. If you need any assistance give us a call or send us an email to info@thecredittracker.com 


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