Simple Audit - Credit analysis report

Simple Audit is an amazing Credit Repair Cloud feature available for all accounts. You can use it as a sales tool to show your leads where they are at with their credit, highlight the negative items that you can dispute for them, show them their current scores, etc. You can download/print this report and explain it to your leads so you can later convert them to clients.

In this article, we’ll show you how to generate a simple audit report for your leads or clients. Add this tool to your sales process (or your free consultation) and close more deals!

In this article, you will learn about:

• Prerequisites
• How do I generate a simple audit for my lead/client?

To start, make sure you have the following:

• A Credit Repair Cloud account - Sign up for a free trial here!
  
  
• A client or lead profile created
  
  
• Your client’s/lead’s credit monitoring credentials (this is not required if the client has already saved the login details through their portal)

How do I generate a simple audit for my lead/client?

There are two possible scenarios when trying to generate a simple audit.

Scenario 1: My client has already submitted the credit monitoring login details through their portal

1. Log in to your Credit Repair Cloud account
   
   
   
2. Go to https://app.creditrepaircloud.com/myclients/clientlist or click on Clients
   
   
   
   
3. Click on your client’s name to open their dashboard
   
   
   
   
4. Click on the Import/Audit button
   
   
   
   
5. Click on Import Credit Report Now
   
   
   
   
6. Choose an Audit Template from the dropdown
   
   
   
7. Click on Import & Run Simple Audit
   
   
   
   You will have the option to Email Audit to Client, Print it, or generate a PDF file that you can share with your client.
   
   
   
   
8. Click on Next

Scenario 2: I’m processing a new lead or my client didn’t submit the credit monitoring login details through their portal

1. Log in to your Credit Repair Cloud account
   
   
   
2. Go to https://app.creditrepaircloud.com/myclients/clientlist or click on Clients
   
   
   
   
3. Click on your client’s name to open their dashboard
   
   
   
   
4. Click on the Import/Audit button
   
   
   
   
5. Click on Import Credit Report Now
   
   
   
   
6. Select your client’s or lead’s Report Provider from the list
   
   
   

   
   The options are:

   CreditHeroScore
   IdentityIQ
   SmartCredit
   MyFreeScoreNow
   MyScoreIQ
   PrivacyGuard

   You may need to enter other info such as a Security Word or the last four digits of their SSN, depending on your selection.
   
   
7. Enter the Password (case-sensitive) provided by your client/lead
   
   
   
8. Select an Audit Template
   
   
   
   
9. (Optional) Enter any Notes you’d like to add for this import
   
   
   
10. Click on Import & Run Simple Audit
    
    
    
    You will have the option to Email Audit to Client, Print it, or generate a PDF file that you can share with your client.
    
    
    
    
11. Click on Next

What you can do now:

• Importing Credit Reports
  
  
• Onboarding my client
  
  
• Creating dispute letters for clients - Introduction to our Dispute Wizard
  
  

• Dispute Letters FAQ
  
  

• Which dispute letter do I choose?