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:

 

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 Affiliates

    New_AFF_001.png


  3. Click on + Add New Affiliate

    New_AFF_002.png

  4. Fill the form with your affiliate’s information

    New_AFF_003.png

     

  5. Click on Select status and select Active 


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


  7. (Optional) Upload your affiliate's photo if needed


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


  9. (Recommended) Set Portal Access to Yes

    New_AFF_004.png

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

  10. Select the Portal Language for your affiliate’s secure portal


  11. Click on Submit

 

What you can do now:

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