Here's the workflow for a new credit repair client:
Send Client to Sign up through Sign Up Link: https:www.hrcdccreditrepair.org and have the client click on SIGN UP
Client fills out form for sign up
In the Client Dispute Manager, we get notification that there is a new client.
Client Immediately gets an email that welcomes them and askes them to fill out the agreement and takes the client through the auto sign up.
We get an email alerting us that the client has signed the agreement and that they've signed up through the auto signup process.
Client gets an email with copies of documents they signed from the auto sign up.
Once Client has completed sign up process, Check the Status of their progress in the program and Run Credit Analysis and Analyzer
Change client status from lead to active to activate Portal email.
Email Analysis and Analyzer to client.
Client signs into portal and fills out the smart interviewer giving reasons for disputes.
In the Dispute Manager, Add the accounts you want to dispute and create the letters to dispute the accounts.
Print the letters and send.
Page updated
Report abuse