Syncing to your Client Portal

Top  Previous  Next

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.



Tips-128   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.






This help file was created with an unregistered evaluation copy of Help & Manual. © EC Software. All rights reserved. This message will not appear if you compile this help file with the registered version of Help & Manual.