How can clients choose what to dispute?

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Enabling the Client’s Choice feature

By enabling the Client’s Choice feature your clients will be able to choose which items they want to dispute within their secure portal.

 

Table of contents:

To start, make sure you have the following:

 

What is the Client’s Choice feature?

Client’s Choice is a feature that allows your clients to select which items to dispute within their secure portal instead of you/your team doing it for them.

 

  Important Note

If you're just starting, we don’t recommend using Client’s Choice just yet as it does make the flow more complex. If you only have a few clients, take the time to talk to them personally about each item they want to dispute and why (and take notes). Remember, credit repair is a people business. This 1-on-1 attention is how you will build word-of-mouth referrals and grow your business faster.

 

The normal flow (with Client’s Choice turned off) would look like this:

  1. Add a new client
  2. Your client logs in to their secure client portal and completes their onboarding tasks
  3. Import the client’s credit report (or add the items manually for not supported reports)
  4. Discuss the Simple Audit/Credit report with your client and select the items to dispute in their first round
  5. Generate the dispute letters
  6. Print/Mail letters through CloudMail

When Client’s Choice is turned on, the flow would look like this:

  1. Add a new client
  2. Your client logs in to their secure client portal and completes their onboarding tasks
  3. Import the client’s credit report (or add the items manually for not supported reports)
  4. Save the report and notify the client so they can select the items on their portal
  5. Your client selects the dispute items
  6. Generate the dispute letters
  7. Print/Mail letters through CloudMail

 

How do I enable the Client’s Choice feature?

  1. Log in to your Credit Repair Cloud account

  2. Click on My Company 

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  3. Click on Client/Affiliate Portal

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  4. Click on Client’s Choice

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  5. Select Client’s Choice ON

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What you can do now / Recommended articles:

 

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