What your clients see in their Client Portal

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The very first time a client logs in; they must digitally sign your agreement. Then they see a full status report of their credit health and all disputes.

 

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Tips-128   If your client has moderate computer skills, you can send credit reports to them as PDF attachments

  via your software (from your software). Or if the client is the one receiving the reports, they can send

  them to you via the portal. You can also send dispute letters to a client as attachments to sign and

              send.
 


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