Our favorite 10 features. They increase productivity while making it fun to use.
Business Dashboard and KPIs
Business Dashboard and KPIs!
The business dashboard feature is now live with real-time KPI’s (Key Performance Indicators) to track your sales growth. Understanding yourconversion rate, churn rate and average revenue per client are your key metrics for scaling your business. The dashboard can be seen by any admin or a custom role with appropriate permissions. New parts will be added to this module over the coming weeks to give you a 360 degree view of your business and team. Stay tuned.
API Integration with hundreds of other Applications
Credit Repair Cloud will integrate with hundreds of other popular cloud applications like these:
#10 Import Credit Reports and Scores!
Credit Report Import means no more typing! This will save you hundreds of hours of work.
This tool will import online reports from these 6 providers:
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Disclaimer: We are not a provider of credit reports and we are not affiliated with any credit report providers. How you handle reports is between you and your client.
Most of these services listed above have a free trial that includes 3 reports and scores for $1. Your client should order their reports directly with the Credit Report providers. Most users have their client sign up and provide login details for the report. Once you’ve imported a credit report for a client, You do not need to import a credit report again for that same client. Update items later in the “Dispute Items Page.” Visit that page for a video.
Steps to import the FRAME SOURCE of the Report
- You must use Google Chrome and install a Chrome extension called “Allow Right Click” http://goo.gl/ak2rK
- Visit the provider and open the report in Chrome
- When you’re in the report be sure to choose “View Full Report“
- Do a right mouse click in the middle of the report
- Choose “VIEW FRAME SOURCE” (NOT “PAGE SOURCE”)
- Click and highlight all the source code, Copy as usual and paste into the Import page in Credit Repair Cloud.
Works perfectly! Here’s a video!
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Steps are:
- Client (or you, on behalf of your client) will sign up for a free trial and access a 3 bureau credit report and scores.
- Copy the code from the page and paste it into Credit Repair Cloud. All the data will import from all 3 bureaus (no more typing!)
- The negative items will be flagged and saved as dispute items for the letter wizard.
#9 Facebook Style Notifications
If you use Facebook, you will love these FB Style notifications. When you log in you’ll see if you have new leads, messages of reminders, right up here at the top of the screen.
#8 Client and Affiliate Portal
A portal is the most important tool a credit repair specialist can have. It’s “private label” with your logo and company info, as if custom built just for you. Clients log in for status updates (saving you from unnecessary calls) and affiliates send you clients by clicking their mouse. Many affiliates require a portal. It gives your business an organized face, bank level security and a transparency to the work that you provide.
#7 Client Signature Capture
Other services charge a monthly fee just for this feature. We include it free. Clients must sign and agree to your default online agreement the first time they log into your client portal
#6 The Dispute Wizard
This is the fastest way to create a dispute letter. Once you have a nice list of creditors saved, the only thing you will ever have to type are Credit Report numbers and account numbers. The rest is point and click.
Watch this video to see just how fast our Wizard is.
#5 Secure Messaging
All documents are stored with bank level security encryption. When you send a secure message, you’re not really sending a message at all. An automated notification is sent by email, asking the recipient to “log in” to see the secure message or document. This is the same way your bank will communicate with you. No sensitive data is ever sent by email. It remains safely encrypted on our secure server for your client to see or download.
#4 Financial Library of 100+ Letters (and add your own)
Over 100 customizable dispute letters that feed through the dispute wizard. Plus add your own custom letters with parameters for automatic merging of client, bureau and dispute data, creating a perfect dispute letter every time.
#3 Instant access from any Internet Device
We are on the world’s fastest cloud computers. Your data is safer here than on your own computer. Your team members, clients and affiliates can log in instantly from any computer, tablet or smart phone. This is the most advanced credit repair system on the planet.
#2 Capture leads from your own web site
Add this Web Lead Form to your site. Potential clients fill it out and their data appears in your Credit Repair Cloud account as a new lead!
#1 Automated Recurring Payments!
This is our most-requested feature ever! Say goodbye to manual invoicing. This new integration gives you awesome superpowers to set automated recurring client payments by credit card within Credit Repair Cloud!
ChargeBee is a leading recurring billing platform (and the most affordable we’ve ever seen). ChargeBee was founded by members of ZOHO, and their team are fantastic. This special integration is the first automated payment system ever designed specifically for the Credit Repair Industry!
Handles all common types of credit repair billing:
- Monthly recurring payments
- Pay-per-delete (triggered by status change)
- 1-time charges.
- Automated email notifications
- Dunning management for declined cards
- Invoice billing
- Client Signup from your website
- Collect payment at start — or delay until after “first work” (Round 1 letters)
- Syncs with Credit Repair Cloud accounting
- Compatible with Authorize.net and all major Gateways
Before you can signup for ChargeBee, you must have a Merchant Account Gateway click here for a merchant account for credit repair.
Once you have your Merchant Gateway, sign up for ChargeBee. It’s FREE for 30 days if you sign up from the link in My Company>ChargeBee.
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Morning Agenda emails
Receive your daily schedule of events (by email)
If you’ve opted to receive Daily Agenda notifications (for reminders and and appointments in your Credit Repair Cloud), they’ll be sent out via email at approximately 5 AM, local time. To receive these agenda emails each morning, with your daily schedule, follow the steps below.
To turn Daily Agenda emails on/off, follow these steps:
- Log in to your Credit Repair Cloud account
- Click on My Company
- Click on Automated Notifications
- Check or uncheck send daily agenda (recommended)
New Features
We release new features every week.
Our dev team is working every day to develop new features. Each time we release a new feature, you will see a red notification here in the upper nav bar.
Got an idea for a new feature?
Click on “Help and Support” — “New Feature Requests” and tell us about it. We pay close attention to user requests and we add many of them.
