TEMPLATES

What is a template?

A template is a form, mold, or pattern used as a guide to making something.

The credit analysis and credit analyzer are included in the business credit repair software. The credit analyzer reveals inaccurate information on your customer's credit report, and the analysis displays a snapshot of your customer's credit report.

The software contains templates for these reports that you can modify.

Go to the dashboard and click import reports/analysis to access the location where you can update the credit analysis template and credit analyzer template.

Then you will be routed to the import/analysis screen where you can import a credit report, build a report, and edit the template for analysis and analyzer.

On the import/analysis screen, you will see the template for the credit analysis and credit analyzer.

If you want to make changes to the credit analysis template, click the "credit analysis template" button.

Then a popup box will show where you can manage the analysis template.

In this section, you will see all the templates and their sequence.

To edit a template, click the pencil icon.

You can also preview the template by clicking this eye icon.

You can also arrange the sequence of the credit analysis report by moving this icon.

Then click the "update sequence" button to save all the changes you make.                                              

Once you are done with the analysis and want to make changes to the analyzer, you can click the credit analyzer template button.

Then a popup box will show where you can make changes to the credit analyzer template.

Compared to the credit analysis template, the credit analyzer is much simpler. We only have the cover, welcome, and introduction.

Click the pencil icon to edit the credit analyzer template.

You can also preview the template by clicking the eye icon.

Then click the final preview to double-check everything.

Customizing certain pages of your templates allows you to build more trust because you can be more personal.