docs.credit-aid.comCredit Repair Cloud Credit Repair Software

Sections: Select a section… Welcome Aboard! The Recipe for a Lucrative Credit Repair Business New User FAQs! Please read these. Yes, you! How much should I charge my clients? Getting Started Overview Quick Videos Top 10 Greatest Features Introduction Getting Started My Company Profile Working with Clients, Prospects and Leads Import Credit Reports (no more typing)! Using the Credit Dispute Wizard The Library Bonus Materials Business Dashboard and KPIs Integrations FAQ Troubleshooting Getting Technical Support Security Credit Repair Cloud: User Guide Welcome Aboard! Support, Software Training and Personal Walkthroughs Before you begin: Tune-up and Optimize your Browser! New Features The Recipe for a Lucrative Credit Repair Business New User FAQs! Please read these. Yes, you! How much should I charge my clients? Getting Started Overview Quick Videos Top 10 Greatest Features Business Dashboard and KPIs API Integration with hundreds of other Applications #10 Import Credit Reports and Scores! #9 Facebook Style Notifications #8 Client and Affiliate Portal #7 Client Signature Capture #6 The Dispute Wizard #5 Secure Messaging #4 Financial Library of 100+ Letters (and add your own) #3 Instant access from any Internet Device #2 Capture leads from your own web site #1 Automated Recurring Payments! Morning Agenda emails New Features Introduction About Credit Repair Cloud Additional Assistance What is an Affiliate? What is a Private Label” Client and Affiliate Portal? What are Leads and Prospects? What is a Sales Funnel? What is a Churn Rate? What is Secure Messaging”? What is CRM? What is Cloud-Based Software? Getting Started Welcome Letters, User IDs and Passwords (Login Details) Log into the Home Page Log into the Sample Client My Company Profile Add or Edit Team Members Assigning Roles and Permissions Creating your default agreement Client Login options for your website Web Lead Form (capture leads from your web site) Signature Capture for your Online Agreement View your signed client agreements Modify your Client Portal Team Member Chat Automated Notifications Options Daily Agenda/Schedule (morning email) Custom Client Statuses Working with Clients, Prospects and Leads Adding Clients Importing a client list from any other software or database Activating your your default agreement for new clients Working with Leads Following up on Leads and Prospects Your Client List CSV Import/Export Billing and Invoicing Import Credit Reports (no more typing)! Learn with your SAMPLE CLIENT and SAMPLE CREDIT REPORT Alternate Upload Button” for extra large Credit Reports Viewing and Updating Items you’ve imported Save an Imported Report as Pending” and finish later Using the Client’s Choice” module (advanced) Using the Credit Dispute Wizard Wizard 3: Round 1 (Basic Dispute Letters) Wizard 3: Round 2 Letters (and higher) Wizard 3: Using Library Letters with NO Dispute Items The Library Creating Custom Letters Bonus Materials Business Dashboard and KPIs Integrations ChargeBee Integration Mandrill Get your Mandrill API key MailChimp QuickBooks, FreshBooks and other Accounting Software Zapier FAQ Troubleshooting Getting Technical Support Security 01 Welcome Aboard! Credit Repair Cloud is the world’s most advanced credit repair software. It helps you to grow and scale a profitable credit repair business. It’s user-friendly, with videos and instructions in every page, but there are still steps to learn. That’s why everyone starts with a 1 month free trial . Take time to read and understand the steps of the software. Always practice any new task with your Sample Client and never learn with a live client . Just getting started? You must -read these: New User FAQ – *Recommended for all new users Recipe for a lucrative Business – *Recommended for new users Free Guides – *Recommended for new users Quick Video s – are in every page of our software. Before writing a support ticket , take a deep breath and read the FAQ and Recipe : Additional Help for New Users: Live Software Training with Keenan Get live assistance to set up your credit repair cloud, your website, learn to process clients, import credit reports, add web lead forms your site, set up email addresses and more. Click here to schedule a session with Keenan . *Recommended for all new users ( Note: Keenan is a Software and IT Expert and he is awesome. This is not Credit Repair Education or legal advice). Credit Repair Education for you and your staff We recommend classes at American Credit Repair Academy . . Our History We created the world’s first credit repair software over a decade ago, a simple home software first called Credit Doctor” which later became Credit-Aid Software.” Mortgage brokers began to ask for larger versions for clients, so we launched a Pro version. Now, a decade later, technology has shifted, desktop software” is over, and we’ve moved to the cloud. Credit Repair Cloud runs on the world’s fastest cloud servers, so you can work anywhere on any device and be far more productive. Welcome aboard and thanks for being a Credit Repair Cloud user. Your successful and profitable business is our goal! Daniel Rosen Founder, Credit-Aid Software www.credit-aid.com Normal 0 false false false EN-US X-NONE X-NONE Support, Software Training and Personal Walkthroughs Before you begin, understand all software has a learning curve. We’ve made Credit Repair Cloud as simple as possible, but there are still things to learn. This is why we start everyone with a 30 day free trial. A free trial isn’t meant to jump in and run a business for free. It’s to evaluate the software and determine if it’s right for you. Take your time, view the Quick Videos and instructions that are in each page as you work. They’re there to guide you. Always learn and practice with your SAMPLE CLIENT . If you’re learning to do something advanced like Import an online credit report” use the SAMPLE CREDIT REPORT . These are here to help you learn. Never learn with a live client! Personalized Software Training and Walkthroughs: The Quick Videos and instructions are there to guide you. Our tech support is by email, just like Microsoft, Intuit and most other software companies. If you’d like someone to personally call and guide you to get set up and show you how to use the software, click here for support options or schedule a live session with Keenan . Kenan will help you to configure your Credit Repair Cloud. Learn to run your clients through the system, import credit reports, setup your web site, web lead form and more. Keenan will assist you directly on your computer with screen sharing. **New Users: we recommend this 1-on-1 training. Book a session with Keenan … Before you begin: Tune-up and Optimize your Browser! PLEASE NOTE: We are on the world’s fastest cloud servers. Our service will never slow. We are using the latest technology. If you do not have the newest version of your web browser, our app may not work. 99% of all support tickets are due to browser problems (on your computer). Is our app running slow or strange? Before you write a support ticket, please try the following steps to solve the problem (and speed up your system)! Follow these 3 steps for a happy and fast web browser (yes, all 3!): Shut down and restart your computer. Why? Because restarting your computer frees up memory. Delete all temporary internet files and cache — or an even better, run CCleaner (we love CCleaner and we use it daily here). Why do we clean out these files? Because your web browser saves garbage and old version of web pages. Our programmers work every night, so if your browser saved yesterday’s code (that has since been changed), strange things will happen. Keep your browser clean and happy. We love CCleaner and we run it daily on our own computers daily. There’s a Windows version and Mac version of CCleaner (both are free). Think of it as a purging cleanse. Download the newest version of a different web browser. Why? It’s the best way to know if your...