Simple Audit is an amazing Credit Repair Cloud feature available for all accounts. You can use it as a sales tool to show your leads where they are at with their credit, highlight the negative items that you can dispute for them, show them their current scores, etc. You can download/print this report and explain it to your leads so you can later convert them to clients.
In this article, we’ll show you how to generate a simple audit report for your leads or clients. Add this tool to your sales process (or your free consultation) and close more deals!
⚠️ Heads up: Credit Repair Cloud no longer recommends third-party credit report providers. We strongly recommend Credit Hero Score, our fully integrated credit monitoring solution built specifically for Credit Repair Cloud.
⬇️ Learn why ⬇️
In this article, you will learn about:
To start, make sure you have the following:
A client or lead profile created
Your client’s/lead’s credit monitoring credentials (this is not required if the client has already saved the login details through their portal)
How do I generate a simple audit for my lead/client?
There are two possible scenarios when trying to generate a simple audit.
Scenario 1: My client has already submitted the credit monitoring login details through their portal
Click on Clients in the Side Navigation Menu.
Click on your client’s name
Click on the Import/Audit button
Click on Import Credit Report Now
If your client completed onboarding and provided their credit monitoring access details, those details will already be filled in for you.
Click on the Import & Run Simple Audit button
We highly recommend running the Simple Audit, as it is a great way to walk your client through their current credit situation. If you prefer to skip the audit, click on I Don't Need an Audit, Just Import.
Scroll down, and choose between Email Audit to Client, Print, or generate a PDF file to share with your client.
Click on the Next button
Scenario 2: I’m processing a new lead or my client didn’t submit the credit monitoring login details through their portal
Click on Clients in the Side Navigation Menu.
Click on your client’s name
Click on the Import/Audit button
Click on Import Credit Report Now
Select your client’s or lead’s Report Provider from the list
The options are:CreditHeroScore
IdentityIQ
SmartCredit
MyFreeScoreNow
MyScoreIQ
PrivacyGuardYou may need to enter other info such as a Security Word or the last four digits of their SSN, depending on your selection.
Enter the Password (case-sensitive) provided by your client/lead
Select an Audit Template
(Optional) Enter any Notes you’d like to add for this import
Click on Import & Run Simple Audit
You will have the option to Email Audit to Client, Print it, or generate a PDF file that you can share with your client.
Click on Next