How to Import A credit Report from Identity IQ

The Credit Report Import Tool is one of our greatest features. 

Before you get started on this, please keep this in mind…

Importing the credit report can be “challenging” the very first time you do it because there are specific tools you’ll need and very specific steps to follow — and those steps all happen “outside” of our software in another company’s site.

But don’t worry…it does work, if you take it slow — and if you need help just ask. We are here for you!  🙂

Here’s a video to show you how

 

And once you’ve imported the report, you can move on to run SIMPLE AUDIT

And after Simple Audit, you can move on to page the items in the pending report:

How do I update a client’s report? Should I re-import a new credit report after changes happen?

If you’re using the import tool, you’ll want to import fresh new credit reports each time you start work with a new client, but importing a second time for the same client is not necessary and will cause extra work. Also, if you were to import again for the same client, you must always use the same provider. Otherwise you’ll have duplicate items.

A few weeks (or a month) later, the bureaus will send your client a letter notifying them if items have changed status. Be sure to have clients forward all these letters to you. At that point you “could” import again, but it’s easier and faster to visit the “Dispute Items” page and just click on the items that changed. This will update all the records in the software and the client portal.

How do I update a client’s report? Should I re-import a new credit report after changes happen?

If you’re using the import tool, you’ll want to import fresh new credit reports each time you start work with a new client, but importing a second time for the same client is not necessary and will cause extra work. Also, if you were to import again for the same client, you must always use the same provider. Otherwise you’ll have duplicate items.

A few weeks (or a month) later, the bureaus will send your client a letter notifying them if items have changed status. Be sure to have clients forward all these letters to you. At that point you “could” import again, but it’s easier and faster to visit the “Dispute Items” page and just click on the items that changed. This will update all the records in the software and the client portal.

Still need extra help? Schedule a Free Session with an Expert! This is FREE for all new Credit Repair Cloud account owners. *This is for software assistance only. No legal or credit repair questions please.

Head to “Part 4: Creating dispute letters for client”

Still need extra help? Schedule a Free Session with an Expert! This is FREE for all new Credit Repair Cloud account owners. *This is for software assistance only. No legal or credit repair questions please.

Head to “Part 4: Creating dispute letters for client”

Getting help with Credit Repair Cloud

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Got a question? Click here to send us a support ticket email and we will respond quickly. Please be sure to write from the master email address on your Credit Repair Cloud account.

Want live help? Schedule a free 1-on-1 session here https://www.creditrepaircloud.com/expert so we can help you personally!