When you add a new client, importing the credit reports is the best first step (or add them manually, that is equally fast).
But after you’ve imported the first reports, you don’t necessarily have to import each month,
After all, all the credit items are already in the software from the first time you imported.
So are you saying that my client should not keep the credit monitoring?
No Im not saying that. Your client must definitely keep the credit monitoring! It’s part of the credit repair process. Otherwise you and your client can not see the changes to the reports and scores.
But, if you want a fast way to change a status of an item (when only a few items have changed), that’s what this article is about:
So here’s another way to update your clients credit items:
A few weeks after the round 1 letters go out, the credit bureaus will send your client a letter notifying them if items have changed status. Be sure to have your clients forward all these letters to you.
When items have changed status, you can certainly re-import the credit report (if they are from the same provider that you imported from before), but sometimes it’s much easier and faster to just visit the “Dispute Items” page and just click on the 2-3 items mentioned in the letter and change their status.
This will automatically update all the records in the software and the client portal. If the updated report shows a changed credit score, just type that score in on the client’s dashboard page. This should take you less than 1 minute. Your client will get a notification, you will look like a hero — and isn’t it always better to save time?
But what if my client wants to see the scores change over time? Will Credit Repair Cloud automatically connect to the bureaus with new scores?.
So to recap:
Wondering how Round 2, 3 and 4 work?
Remember, you are not being paid to “raise scores,” You’re being paid for “document processing” and “credit education.”
So don’t forget…
Here is a quick video that will show you how to Update Credit Items Manually:
Hopefully this will help you to know what to do when updated credit reports arrive with items deleted and corrected (after you do your happy dance, of course).
And here’s a video that shows how to create the letters in Wizard 3
Getting help with Credit Repair Cloud
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!