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How do I add, modify or remove a letter from the letter library?
How do I add, modify or remove a letter from the letter library?
Updated over 7 months ago

The letter library is a great resource for your credit repair business. In this article, we’ll explore everything you need to know about the letter library.

Table of contents:

To start, make sure you have the following:

What is the letter library?

The letter library is a compilation of dispute letter templates for a variety of scenarios. These templates can be used when creating dispute letters with the Dispute Wizard.

Important Note

Never type client or creditor information directly into these templates. Modifying templates could break the functionality of the Dispute Wizard for the specific template being modified.

How can I add a letter to the library?

  1. Click on Library

    New_LL_001.png
  2. Click on + Add New Letter

    New_LL_002.png
  3. Select a Category from the dropdown

    New_LL_003.png



  4. Select Active from the Status dropdown

    New_LL_004.png
  5. Enter a Letter title


  6. Enter the letter’s content in the editor

    New_LL_005.png



  7. Use the available Placeholders as needed

    New_EAE_007.png

    Important Note

    Please note all placeholders are syntax-sensitive. These must be added exactly as shown in the list.

    {company_logo} - Company logo
    {client_suffix} - Suffix of client
    {client_first_name} - First name of client
    {client_middle_name} - Middle name of client
    {client_last_name} - Last name of client
    {client_address} - Address of client
    {client_previous_address} - Previous address of client
    {bdate} - Birth date of client
    {ss_number} - Last 4 of SSN of client
    {t_no} - Telephone number of client
    {curr_date} - Current date
    {client_signature} - Client's signature
    {bureau_name} - Credit bureau name
    {bureau_address} - Credit bureau name and address
    {account_number} - Account number
    {dispute_item_and_explanation} - Dispute items and explanation
    {creditor_name} - Creditor/Furnisher name
    {creditor_address} - Creditor/Furnisher address
    {creditor_phone} - Creditor/Furnisher phone number
    {creditor_city} - Creditor/Furnisher city
    {creditor_state} - Creditor/Furnisher state
    {creditor_zip} - Creditor/Furnisher zip
    {report_number} - Report number

  8. Click on Submit to save the letter

    New_EAE_008.png


How can I remove a letter from the library?

Please note not all letters can be deleted as most of them are crucial for the credit repair process.

  1. Click on Library

    New_LL_001.png



  2. Locate the letter that you want to delete from the library


  3. Click on the down arrow icon next to the letter's name

    New_LL_006.png
  4. Click on Delete


  5. Click Ok


How can I edit a letter within the library?

All the letter templates can be edited, but there is one letter we don’t recommend editing. It's the Default Round 1 letter for bureaus. You can certainly modify it, just be careful to save a copy first and do not remove the text in brackets (placeholders), as those make the data merge work.

  1. Click on Library

    New_LL_001.png



  2. Locate the letter that you want to edit


  3. Click on the down arrow icon

    New_LL_007.png
  4. Click on Edit Template


  5. Edit the letter as needed


  6. Use the available Placeholders as needed

    Important Note

    Please note all placeholders are syntax-sensitive. These must be added exactly as shown in the list.

  7. Click on Submit to save the letter

What you can do now:

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