How can clients choose what to dispute and why?

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Enabling the Client’s Choice feature

Your clients can select which items to dispute within their portal, as long as the Client’s Choice feature is enabled in your account.

 

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 the letters
  7. Mail the letters to the bureaus

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 the letters
  8. Mail the letters to the bureaus

 

How to enable the Client’s Choice feature

  1. Log in to your Credit Repair Cloud account

  2. Click on My Company 

    SCP_1-001.png

  3. Click on Client/Affiliate Portal

    COT_1-002.png

  4. Click on Client’s Choice

    Client's choice

  5. Select Client’s Choice ON

 

What you can do now / Recommended articles:

 

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