How do I add an affiliate in Credit Repair Cloud?

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An affiliate partner can be any professional who refers new leads/clients to you. Affiliates are often Mortgage Brokers, Realtors, Auto Dealers, whose business depends on having clients with good credit. In this article, we’ll show you how to add affiliates to your account.

 

Table of contents:

  • Prerequisites
  • How can I add a new affiliate to my account?

 

To start, make sure you have the following:

 

How can I add a new affiliate to my account?

  1. Log in to your Credit Repair Cloud account

  2. Click on My Affiliates

    My affiliates button


  3. Click on Add New Affiliate

    AFF_1-002.png


  4. Fill the form with your affiliate’s information

    Affiliate form

  5. Click on Select status and select Active (recommended)

    Affiliate setup

  6. (Optional) Add any comments about your affiliate in the Notes box

  7. (Optional) You can upload your affiliate’s Photo if you’d like

  8. (Optional) Assign your affiliate to one or more of your team members

  9. Set Portal access to On

    When you add an affiliate, you can grant them access to a secure portal so they can send you new leads and see the progress of the clients they refer.

    Portal access setting and submit button

  10. Select the Language for your affiliate’s portal

  11. Click on Submit

 

What you can do now:

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