Features

Complete a full round of professional-grade disputes in just 15 seconds, saving hours of manual work and eliminating errors.

• 10 Freeze Letters
• All Collection Validation Letters
• All Metro 2 Letters
• Assign Dispute Reasons and Letters

A built-in prospecting tool that helps you identify and organize potential affiliate partners, add them to your system, and start outreach to grow referrals consistently.

• Faster lead generation
• Identify and onboard partners who can send you referrals.
• Save prospects/affiliates directly into the CRM with tags, notes, and status
• Scales growth

A secure client portal that displays progress at a glance and lets clients sign and submit documents online.

• Collect e-signatures online
• Display real-time client status
• Capture client data online (forms & updates)
• Offer online notary support

Built-in marketing tools to generate leads and convert clients automatically. Launch campaigns, capture leads, and follow up—without leaving the software.

• Marketing Campaigns
• Workflow Manager
• Virtual Funnesl
• Automatic Emails
• Email System (to Send and Receive)
• SMS System (to Send and Receive)
• and more

Complete a full round of professional-grade disputes in just 15 seconds, saving hours of manual work and eliminating errors.

• 10 Freeze Letters
• All Collection Validation Letters
• All Metro 2 Letters
• Assign Dispute Reasons and Letters
• All Discrepancy Tables

Manage multiple dispute rounds effortlessly—while keeping a permanent, time-stamped audit trail of every letter, update, and client communication for total clarity and compliance.

• Round-by-round organization
• Permanent records
• Fast retrieval
• Accountability & compliance support

Shows the clients’ progress across Equifax, Experian, and TransUnion, such as:

• Credit score changes
• Status breakdowns (deleted, updated, in progress, to-do, other)
• Pie charts showing the percentage of progress.
• A milestone timeline tracking steps from intake through multiple dispute rounds to completion.

Create tailored requests for client documents and information, send them instantly, and track submissions in one place.

• Fully customizable request forms
• Auto sends reminder notifications to clients
• Faster client submissions
• Easily track what’s missing
• Everything is stored in the right place automatically

Quickly identify and select negative items to dispute with just a few clicks, so you can build accurate dispute rounds faster and avoid missing key derogatories.

• One-click selection
• Clear categorization
• Fewer mistakes
• Faster dispute rounds

Create, store, and reuse your own dispute letters and marketing templates directly inside the system, so every message stays consistent, branded, and ready to deploy in seconds.

• One-click reuse.
• Keep your wording, disclaimers, and formatting uniform every time.
• Auto-fill client details to reduce errors.
• Categorize templates for fast searching and scaling.

A secure onboarding area where clients enter their personal information, securely submit payment details, and provide their credit monitoring service login.

• Faster onboarding
• Fewer errors
• Less admin work
• Stronger compliance & recordkeeping

Collect legally binding e-signatures inside the platform so clients can sign agreements and documents instantly from any device—speeding up onboarding and keeping everything stored in one place.

• Sign from anywhere
• Get agreements signed in minutes instead of days
• Signed documents are saved automatically to the client record
• Removes printing, scanning, and emailing back-and-forth

A clean “at-a-glance” portal summary that shows your company contact info, dispute progress across all three bureaus, and credit score movement—so clients instantly understand where their case stands.

• All-bureaus progress chart
• Latest report access
• Score improvement snapshot
• Reduces support requests

Get documents notarized remotely inside your credit repair workflow, so clients can complete required signatures and notarizations from anywhere without printing, scanning, or scheduling in-person visits.

• Remote notarization from anywhere 
• Reduce delays caused by finding a local notary or mailing paperwork
• Track completion in the client record
• Easier for clients to finish requirements—especially out-of-state or busy clients.

Organize and automate your day-to-day workload by assigning tasks, setting due dates, and tracking completion for every client—so nothing slips through the cracks.

• Stay on schedule
• Assign tasks to agents/VA’s and track who did what.
• Client-linked tasks
• Reduce errors and improve turnaround time.
• Quickly sort by Due / Paid / Draft to stay organized.

Create and manage invoices inside the platform so you can bill clients, without relying on separate tools.

• Generate professional invoices in seconds.
• Payment tracking
• Client billing history
• Central invoice dashboard
• Configure invoice types, payment types, tax rates, and custom fields to match your business.

Connect your software to thousands of apps and automate what happens when a new lead, new client, new affiliate, or inactive client is created—so your data and follow-ups move automatically without manual work.

• Instant automation triggers
• Automatically send data to CRMs, email platforms, Google Sheets, calendars, and more.
• Eliminate double entry
• Trigger onboarding emails, task creation, notifications, or pipeline updates immediately.

Create, store, and reuse your own dispute letters and marketing templates directly inside the system, so every message stays consistent, branded, and ready to deploy in seconds.

• One-click reuse.
• Keep your wording, disclaimers, and formatting uniform every time.
• Auto-fill client details to reduce errors.
• Categorize templates for fast searching and scaling.

Communicate with clients directly inside the platform. Send emails, receive replies, and keep every conversation automatically saved.

• Two-way email in one place
• Permanent communication record
• Reply quickly using templates, saved responses, and previous threads.
• Team visibility & accountability

Create and publish custom client surveys inside your credit repair software to collect answers, documents, and feedback in a structured way.

• Branded survey pages
• Add/edit questions quickly
• Better workflows & decisions
• Copy and send a unique link via email/SMS to collect responses anytime.
• Monitor status, view results, and manage surveys from one dashboard.

Build and automate repeatable client processes with flexible, rule-based workflows. Set triggers (status changes, dates, groups), assign actions automatically, and keep every client moving through the same proven steps—without manual follow-ups.

• Smart triggers & conditions
• Automated follow-ups
• Automated & updates
• Faster turnaround and fewer errors

Send and receive client texts directly inside the platform—and launch bulk SMS broadcasts to reach multiple clients at once (reminders, announcements, promos, and updates).

• Send and Receive Text in one place
• Automated reminders & follow-ups
• Send text to multiple clients at once
• Faster client replies

A built-in library of ready-to-use prompt templates that helps you generate letters, ads, content, and client communication faster—organized by category so you can pick a prompt, customize it, and produce high-quality text in seconds.

• Your Own Prompts
• Advertising Prompts
• Content Creation Prompts
• Goal Setting Prompts
• Graphic Design Prompts
• Personal Finance Advice Prompts, etc.

A ready-made portal that you can rebrand as your own (your logo, business name, your domain, etc), so clients and affiliates log in through your brand to track progress, submit info, and access resources.

• Builds trust and credibility
• Clients experience the platform as your system
• Client self-service portal
• Less support workload

A built-in prospecting tool that helps you identify and organize potential affiliate partners, add them to your system, and start outreach to grow referrals consistently.

• Faster lead generation
• Identify and onboard partners who can send you referrals.
• Save prospects/affiliates directly into the CRM with tags, notes, and status
• Scales growth

Create or use our ready-made emails and send targeted email blasts and automated sequences to leads, clients, or affiliates to boost engagement, drive appointments, and increase conversions—directly from inside the system.

• Send to specific groups
• Run one-time campaigns or multi-step drip follow-ups
• Automation triggers

Grow faster with a built-in affiliate system that automatically tracks referrals and pays commissions on both direct partners (Level 1) and their recruited affiliates (Level 2)—without manual calculations or spreadsheets.

• Automatic two-tier tracking
• Hands-free commission calculations
• Accurate payout records
• Less admin work

A live session with our expert to learn the system step-by-step, get your questions answered in real time, and start applying proven workflows immediately.

• Choose your preferred date/time
• Hands-on setup help
• Live Q&A + troubleshooting
• Avoid trial-and-error

Watch our tutorial videos that show you exactly how to use the software, run dispute rounds correctly, and scale your credit repair process.

• Step-by-step walkthroughs
• Best-practice strategies
• Hands-on demonstrations
• Troubleshooting support
• Team-friendly learning

An in-app chatbot available throughout the software that guides you step-by-step on what to do next.

• Available in every section
• Step-by-step guidance or Training Video Link
• Reduces errors & confusion
• Better productivity
• Eliminates hours of waiting for support