Can I delete a client's credit report items and start over, change report providers, etc?


YES, you can definitely delete a client's credit items that were imported from reports (or were added manually)!

STEP 1: You can delete all dispute items imported from reports by going to that client's dashboard and clicking "Dispute Items." So first, visit that client's dashboard, and then click "Dispute Items."



STEP 2: Once you're on the "Dispute Items" page, click the X by each item you wish to delete.

Dispute_report_items2 .


OR you can just delete that client and re-add them, for a fresh start.

Here's how: Visit your client list, and click the X by any client you wish to delete. After that, you can re-add them and start over!

Delete_client .


Did that solve the issue?

If not, here are common questions related to deleting client records.

Keep in mind, we designed our software to follow a flow. Deleting client records is not part of that flow.

Going against the flow is like driving the wrong way on the freeway. It's not supposed to happen, and there are laws preventing that (for safety and for your well being). The same applies to software.  .

Whenever you're doing something that doesn't follow the recommended flow, you will encounter some limitations, especially when trying to delete records for clients.

Some limitations are for programmer reasons, some are for legal reasons and some are for anti-fraud, so here's an explanation and a solution for each of them. :) .

Can I change credit report providers to import from a different company?

If you are importing online reports, you can always re-import months later for the same client -- but it always would must be from the same provider. We do not have a way to change what you already chose for that client. This is an anti-fraud requirement from the report providers so you won't have a client who opens 1 free trial after another at other report providers. The client ideally should restart the same credit monitoring account they already had at the same company they signed up with before. .

What if my client doesn't want to pay for credit monitoring?

You might explain to them that credit monitoring is an important part of credit repair. .

What if my client insists on using a different report provider?

You can manually add dispute items from any other provider, and in reality, this is almost as easy and fast as importing the reports. The best thing about this is that you can use any provider you like and it's super fast because you are only typing a creditor name like "AMEX" and a partial account number like "XXXXX1234" and you are only doing that for negative items that you want to dispute (and not everything on the report). Here's an article about this, and I really recommend reading it Importing credit reports vs adding items manually. .

What if my client continues to insist on a free trial of monitoring at another provider?

Easy!  The simple solution is to just delete and re-add the client. That takes 1 click:

Dispute_report_items2 .

Please remember that we are not affiliated with credit report providers

These limitations about credit reports prevent fraud and legal issues. If a client is not willing to pay for credit monitoring (which is a necessity for credit repair), they may not be a desirable client. They also may want to avoid paying you.  And that can become a far more expensive problem for your business. It actually could end your business. We are here to help you. 

0 out of 0 found this helpful
Have more questions? Submit a request



Article is closed for comments.

Need help from our experts?
Register for a free live software class. Join now >>
Isaac's photo Isaac
Ernst's photo Ernst
Michon's photo Michon
Rhonda's photo Rhonda