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Credit Repair Cloud Help
  1. CRC Help Center
  2. Managing Your Clients

Managing Your Clients

Everything you need to know to manage your clients within Credit Repair Cloud.

My Clients

  • How to reset my Default Client Agreement
  • Exporting clients and leads in a CSV file
  • Can I change an agreement that was saved to a client profile?
  • How do I delete the Sample Client?
  • Find any client fast

Online Report

  • Discontinued report provider transition
  • How to use our Import feature
  • Can I delete a client's credit report items and start over?
  • Importing Credit Reports vs. Manual - Which is faster?
  • Change Report/Monitoring provider for my client
  • Reimport Credit Reports
See all 7 articles

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?
  • Adding new clients and leads

Dispute Process

  • Simple Audit - Credit analysis report
  • Turning on/off dispute details in the client portal
  • How can clients choose what to dispute?
  • What happens after round 1?

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Legal disclaimer: The information contained on this site and our guides are 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 consumer credit laws vary by state.