White Label is the Plan but only scripts away any information regarding the name of the software. It keeps clients and employees from knowing what software you are using. It also comes with the Freeze Module.
Freeze Module is available for additional fee
E-Oscar Module is available for an additional fee
Business Plan does not allow reimport of credit reports - You import a credit report but not reimport them.
Client Auto signups -Pro Plan
Create unlimited Credit Audits Report
Billing/Invoicing
Credit Card processing e.g. Authorized.net
Upload SmartCredit, and IdentityIQ credit reports and scores automatically, and 1-click import we add others frequently.
Users can Enter and track credit scores too.
A Quick Dispute System for the Pro Plan (a faster way to dispute and send letters)
Pay-Per-Delete Module - Pro Plan
Upload client documents via the menu button or the client can do so via the client portal
Users can send generated letters via first-class or certified mail directly from the dashboard with total integration of LetterStream. Never go to the post office
Collect payments and billing systems.
Affiliate Module - PRO Plan
Employee Module - 2 members for the business plan and unlimited for ProPlan
Send SMS Messages
Users have the ability to fax a generated letter directly from your dashboard to any number e.g. credit bureau, creditor or other sources. You will get free fax pages each month and can purchase additional pages if needed.
Users can view credit report's account status
Reimport and Compare previous reports - Pro Plan
Create your own credit bureau database. We probably have all of them listed already in the system.
Create your own creditor database. We have thousands of creditors listed already.
Create your own collection agency database. We have many collection agencies in our system already.
Create or paste your custom challenge or dispute 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.
Type the client's personal information and save it.
Use this information for all credit bureaus, creditors, or collection agencies that you can select from their database or create a new one.
Add snippet images of an imported credit report to include in letters. IDIQ Only but with 1-click with all..
Add custom links to your client's portal.
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 file formatted with your client's personal information and ready for printing.
This letter will be date stamped and you can remind yourself 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 the letter that was created and sent.
You will have the ability to view a list of clients to be followed up on 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.
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.
Add placeholders within each letter to populate the client's information.
There are 15 custom fields that can use for any purpose, a personal tracking numbers field, a credit report number field as well as derogatory situation placeholder field, and many more.
Gives the user the ability to send the exact same contents of a letter to at least three separate CRAs/Furnishers saving data entry time.
A user can manage email templates going out to clients.
Task System: the ability for users to set up reminders of a task for specific clients
Note system to keep up with various information regarding a client
