The Client Onboarding feature within Credit Repair Cloud will save you lots of time when bringing in a new client, allowing you to scale your client processing as you grow. One of the big advantages of this feature is that your clients can go through the Onboarding tasks using their mobile device.
We’ve made it possible for you to customize the order of the client onboarding tasks, the completion message, as well as remove the default tasks if needed. In this article, we’ll guide you through enabling and customizing this feature.
Table of contents:
To start, make sure you have the following:
How can I enable Client Onboarding?
Important Note:
Client Onboarding is on by default. The steps below will guide you through turning it back on if you have disabled it from its default status.
Click on Settings in the Side Navigation Menu
Click on SecureClientAccess Settings
Click on Client Onboarding & Tasks
Select Turn client onboarding on (Recommended)
What are the available pre-set tasks?
Client tasks make it easy to gather documents and other important information from your client. There are nine client onboarding pre-set tasks available. A great pro for your clients is that they can complete these using their mobile device.
Welcome Step
This step includes a welcome message/video for your clients. We recommend that you keep this task at the top of the order.
Signup for Credit Hero Score and Share Login Details
We highly recommend enabling this as a default task for your onboarding process so your clients can take advantage of our credit monitoring solution, Credit Hero Score (CHS).Additionally, you can earn commissions by joining the affiliate program and referring clients to CHS. When adding this as a default task, the following two tasks will be removed from the onboarding process.
Order Third Party Credit Reports & Scores (Not Recommended)
If you decide not to use Credit Hero Score for your clients’ monitoring, this task is your alternative.Request Credit Monitoring Login Details (Not Recommended)
In this step, your clients must provide you with the login details for their preferred credit monitoring service (when the Signup for Credit Hero Score task is not added).This task is only needed if you've added the 'Order Third-Party Credit Reports & Scores' task to your onboarding flow.
Setup Digital Signature
In this step, your client must enter their full name as it should appear in their signature.
Upload Photo ID
In this step, your clients will be able to upload their Photo ID, which you will need for the Round 1 letter.
Upload Proof of Address
In this step, your clients will be able to upload their Proof of Address, which you will need for the Round 1 letter.Upload SSN Verification
In this step, your clients will be able to upload one of the following documents as an SSN verification: Social Security Card, W-2, Pay stub, 1099, or Tax return.
Sign Limited Power of Attorney
In this step, your clients will be able to sign a limited power of attorney. By attaching a signed POA to your client's dispute letters, you gain the authority to send these letters and receive responses directly at your business address. Many credit bureaus will process a signed and dated POA without notarization, but some states legally require it. Notarization may improve acceptance rates with credit bureaus and creditors.
Disclaimer: This is not legal advice. Notarization requirements differ by state and jurisdiction. Please consult an attorney to confirm what's required in your client's state before proceeding.
What can I edit for each task and how?
Follow the steps below to edit the default text/details for the onboarding tasks.
Once inside the SecureClientAccess Settings:
Locate the Available Pre-set Tasks section
Click on the pencil icon to the right of the corresponding task to edit
Once you are done editing a task, click on Save
What can I edit for each Onboarding task?
Depending on the task, there are a few different things that can be edited:
Welcome Step
Title: This would be the task’s title.
Body Text: You can use this text to briefly explain the purpose of the task to your client.
Enable or disable the welcome video.
Order Credit Reports & Scores
Title
Body Text
Additional text
Primary Report Provider: Select the credit monitoring service provider that you want your clients to use. (We highly recommend using Credit Hero Score)
Edit Report Provider Link: In this area, you can add your affiliate link for the credit monitoring service.
Backup Report Provider: You can enable or disable the backup report provider. This is useful in case your client can’t sign up for the primary option.
Sign Limited Power of Attorney
On this task, you have full control over the content of the limited power of attorney authorization letter.
The provided template is a general example and may not reflect all state-specific legal requirements. We do not provide legal advice. Laws and requirements regarding Powers of Attorney may vary by state and situation. We recommend consulting with a qualified attorney or legal professional to ensure this document meets your specific legal needs.
Onboarding Completion Message
The Onboarding Completion Message will remain active by default and doesn’t represent a task for your client. This message will show when your client completes the onboarding tasks. You can edit and preview the completion message as needed.
For the rest of the tasks, you can only edit the task’s title and/or body text.
How do I edit my tasks’ Spanish version?
To review and/or edit the Spanish version of your onboarding tasks:
Click on the dropdown under Viewing Tasks In
Select Spanish (Español)
How can I re-sort the default order of the onboarding tasks?
Follow the steps below to re-sort the order of the onboarding tasks. This is an optional process, as the default order is already perfect for your clients to go through.
Once inside the SecureClientAccess Settings:
Click on Edit Onboarding Tasks
Drag and drop the tasks to the desired position
The task at the top will be the first step shown to your clients when starting their onboarding.
Once you are done re-sorting the tasks, click on the ‘X’ on the top right.
If for any reason you need to go back to the default order, click on Reset onboarding tasks to default tasks and order.
Adding Onboarding Tasks
Click on Add to Onboarding next to the task you want to add.
Deleting Onboarding Tasks
Click on the trash can icon next to the task you want to delete.
How can I preview my onboarding tasks?
Once inside the SecureClientAccess Settings:
Click on View Onboarding Demo