Start learning the system by viewing our help videos
Featured – Add & Process Client Start To Finish
Clients
View videos on how to manage your clients. Learn how to add new clients, change processing statuses, import credit reports and more.
Leads
View videos on how to manage your leads. Learn how to add new leads, conver to client, send welcome emails and more.
Managing Accounts and Importing Reports
View videos on how to manage the accounts for dispute for your clients. Learn how to import credit reports, add accounts manaually, change dispute outcomes and more.
Create Dispute Letters
View videos on how to create dispute letters for your clients. Learn how to create credit bureau letters, create creditor letters, and modify master templates.
Affiliate Offices and Affiliate Agents
View videos on how to manage your affiliate offices and affiliate agents. Learn how to add new affiliate offices, add affiliate agents to affiliate offices, setup permissions for what affiliate agents see and do, and manage email preferences for progress reports.
Company Offices and Company Agents
View videos on how to manage your company offices and company agents. Learn how to add new company offices, add company agents to company offices, manage company office email templates, and more.