Managing Your Clients
Everything you need to know to manage your clients within Credit Repair Cloud.
My Clients
Online Report
- Discontinued report provider transition
- Generating a Simple Audit For Your Leads
- How to use 1-Click Auto Import
- Can I delete a client's credit report items and start over?
- How to add a Creditor’s Mailing Address (for reports you’ve imported)
- Change Report/Monitoring provider for my client
Client Onboarding
- Enable and customize Onboarding Tasks
- Set up your Company Profile
- Onboarding my client
- How do I set up an online/client agreement?
- How do I turn on portal access?
- Importing a CSV file