Audience: Credit Repair Cloud users looking to set up a client agreement for their clients to sign when starting their credit repair service.
Your client agreement is one of the most important documents in your credit repair business. Clients must sign it before you begin working on their credit repair service. The agreement outlines each party's obligations, the terms and conditions of your service, and what happens if either side doesn't meet those obligations. In this article, we'll cover where and how to create a client agreement in Credit Repair Cloud, along with related setup options.
In this article, you will learn about:
To start, make sure you have the following:
Where can I create a new client agreement?
Click on Settings in the Side Navigation menu
Click on Client Agreement Options
In this section, you can create new agreement templates and modify your existing ones.
How do I edit the text in a client agreement?
Once you are in the Client Agreement Options section, follow the steps below to locate and edit the content of a client agreement.
Scroll down and locate the agreement you wish to edit
Click on the three-dots icon to the right and select Edit Template
Scroll through the document and edit its content as needed
Select whether the agreement will be the default agreement or not
Click on Edit Agreement to save changes
How do I create a new client agreement?
By creating additional agreements, you are able to offer different pricing plans to your clients.
Once you are in the Client Agreement Options section:
Click on + New Agreement
Enter an Agreement name
Click on Insert Original Default Agreement text
Disclaimer: We have provided a default client agreement as a starting point that covers the basic elements required under the Credit Repair Organizations Act. You should edit and modify it any way you like, fill in the placeholders with your own information, and add your pricing, terms, etc. Be sure to add in any extra disclosures and requirements that may be required for your specific state. You can research the various rules and regulations for all US states here www.creditrepaircloud.com/all-states. You can also review your agreement with your attorney or state regulator for feedback. Seeking legal advice from an attorney in your state is always recommended. The information here is for educational and informational purposes only. It does not constitute legal advice, nor does it substitute for legal advice. Persons seeking legal advice should consult with legal counsel familiar with their particular situation as laws vary.
Edit and modify the text in any way you need
(Optional) Click on View Placeholders so you can add them to your agreement if needed.Select whether the agreement will be the default agreement or not
Click on Add Agreement to save changes
What are the available client agreement options?
There are three options available when setting up online client agreements.
Do not use an online agreement for new clients with portal access
When selecting this option, your clients won’t see the online agreement during onboarding. In this case, you would need to manage the client agreement process using other external methods.
Use my default client agreement below for all new clients with portal
Selecting this option will show your default agreement to all your new clients when they access their client portal.
Use different agreements for all the clients with portal
Select this option if you want to have different client agreements to offer. When choosing this option, you will need to select the agreement for all new clients when enabling their portal access.
Can I have my agreement in Spanish?
Absolutely! To generate your agreement in Spanish:
Select Click Here next to ‘Need an agreement in Spanish?’