1. Auto signups
  2. Create unlimited Credit Audits Report 
  3. Billing/Invoicing
  4. Credit Card processing e.g. Authorized.net and others
  5. ChargeBee integration
  6. CheckBook Integrated - You can receive Digital Checks that will be automatically deposited in your account from your clients up to 15k per month without obtaining a merchant account. Max check is 2k. Its only $1 per check. You can have this limit increased.
  7. Upload SmartCredit, and IdentityIQ credit reports and scores automatically. (1-click import coming soon)
  8. Users can Enter and track credit scores too.
  9. Upload client documents via the menu button or the client can do so via the client portal
  10. 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
  11. Collect payments and billing system.
  12. Affiliate Module
  13. Employee Module
  14. 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.
  15. Users can view credit reports account status
  16. Create your own credit bureau database. We probably have all of them listed already in the system.
  17. Create your own creditor's database. We have thousands of creditors listed already.
  18. Create your own collection agencies database. We have many collections agencies in our system already. 
  19. Create or paste 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.
  20. Type client's personal information and save it.
  21. Use this information for all credit bureaus, creditors or collection agency that you can select from their database or create a new one.
  22. Add snippet images of an imported credit report to include in letters.
  23. Add custom links to your client's portal.
  24. 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.
  25. 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.
  26. After this period, the system will alert you to follow-up with that client regarding that letter that was created and sent.
  27. 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.
  28. 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.
  29. 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.
  30. Add placeholders within each letter to populate client's information.
  31. There are 15 custom fields that can use for any purpose,  a personal tacking numbers field, credit report number field as well as derogatory situation placeholder field and many more.
  32. 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.
  33. A user can manage email templates going out to clients.
  34. Task System: the ability for users to set up reminders of a task for specific clients
  35. Note system to keep up with various information regarding a client
  36. Automation Integration, Zapier and API access
  37. We have licensed letters that comes free with our Complete plan or you can gain access for a one time fee of $37 for other plans however it is for access not for sell.