If you accidentally mess up your default agreement and need to start over, please follow the steps below to create a new agreement with the default agreement text.
Table of contents:
- Is it possible to reset my existing agreement?
- How can I create a new client agreement?
To start, make sure you have the following:
Is it possible to reset my existing agreement?
It is not currently possible to reset your existing default agreement. However, the solution to create a new default agreement is pretty straightforward. We’ve outlined the recommended steps below.
How can I create a new client agreement?
- Log in to your Credit Repair Cloud account
- Click on My Company
- Click on Client Agreement
- Click on + Add New Agreement
- Enter an Agreement name
- (Optional) Click on Add Original Default Agreement text
Our client agreement tool will automatically merge your client and company details with no editing needed. We’ve made it easy for you so you don’t have to worry about the content (i.e. terms and conditions) of this document by creating a default agreement text that you can use as a starting point. Please read the Disclaimer found below.
We have provided the default text for your client agreement as a starting point. It covers the basic elements required under the Credit Repair Organizations Act. You should edit and modify it any way you like, fill in the placeholders with your own information, and add your pricing, terms, etc. Be sure to add in any extra disclosures and requirements that may be required for your specific state. You can research the various rules and regulations for all US states here www.creditrepaircloud.com/all-states. You can also review your agreement with your attorney or state regulator for feedback. Seeking legal advice from an attorney in your state is always recommended. The information here is for educational and informational purposes only. It does not constitute legal advice, nor does it substitute for legal advice. Persons seeking legal advice should consult with legal counsel familiar with their particular situation as laws vary.
- Edit and modify the text in any way you need
(Optional) Click on View Placeholders so you can add them to your agreement if needed.
- Select whether the agreement will be the default agreement or not by checking the Set as default box
- Click on Submit to save changes
Please note that any changes won’t update existing signed agreements.
This new agreement will now be your default client agreement.
If you’d like to change an agreement that was saved to a client profile, please check this article.
What you can do now:
Article is closed for comments.