Create your own credit bureau database and type their names and addresses once, save them and it can be used for all clients over again. We have the main ones listed already.
Create your own creditors database and type their names and addresses once, save them and it can be used for all clients over again. We have thosands of creditors listed already.
Create your own collection agencies database and type their names and addresses once, save them and it can be used for all clients over again. We have many collections agencies in our system already.
Create or copy your custom challenge or disputes letters into the system, give them a title and category e.g. Credit Bureau letter, Creditors letter or Collection Agencies Letter and save them.
These letters can be used over and over for any client.
After creating a letter, you will have the ability to print a number 10 envelope of the client's address information as well as the CRA/Furnisher.
Place preformatted field tags within each letter to populate client's information. There are 7 custom fields that can use for any purposes a personal tacking numbers field, credit report number field as well as derogatory situation field tag and many more.
Check box where this letter will go: Credit Bureau, Creditor or Collection Agency
Gives the user the ability to send the exact same contents of a letter to at least three sperate CRAs saving data entry time.
If credit bureau, creditor or collection agency, you can select one already created or create a new one to be reused.
Type client's personal information and save it.
Use this information for all credit bureaus, creditors or collection agency that you can select from their database or create a new one.
Select what custom letter you want to use, this letter will already be categorized as either a credit bureau, creditor or collection agency type of letter. Type the date, account number and derogatory situation for the letter and it will automatically create this dispute letter populated with the tags you placed. It will create a pdf filed formatted with your client's personal information and ready for printing.
This letter will be date stamped and you can remind you when to follow-up with that client based on the number of days. You will enter how many days when you want to be reminded to follow-up with that client. The default number of days will be 30 days.
After this period, the system will alert you to follow-up with that client regarding that letter that was created and sent.
You will have the ability to view a list of clients to be follow-up based on the letter that was created for that client in the backend admin section.
Create a new account for this client but never have to retype the client's personal information again. Use this personal information account for each credit bureau, creditor or collection agency.
Create a new client and the process continues.
You can save this letter by giving it a title. The system will save each dispute letter and the date created.