Syncing to your Client Portal
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When logging out of a client in your software, Portal users will see a message asking you to sync. Simply browse and select the “creditaid.sync” file and click “Sync” and your Client Portal will now the same dispute details as your software. No data entry required.
The client portal will enhance your client’s experience and increase your revenue, because it’s an
easy way for Mortgage and Real Estate Professionals, etc. (your “Affiliates”) to refer clients to you.
Affiliates can log in to see status of clients referred and the client is always reminded of the
professional who referred him to you. Many “Affiliates” require you to have a portal before they will
work with you. This makes it the most important tool you can have.
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