Frequently Asked Questions
How does Smart Interviewer work?
Your customer can access them through the client tracking portal.
- You have to import their credit report
- Activate the smart interviewer
- Make them an Active customer
- They create their portal login and answer the interview anywhere at any time.
Learn More: https://training.clientdisputemanager.com/hc/en-us/articles/11152700906003-Smart-Interview
How do Customer referrals work?
Your customers can send their referrals through the client tracking portal.
You will receive them in the leads screen, and you can filter them from there.
How do Affiliate referrals work?
You can add affiliates that can help you grow your business. Add them in the affiliate screen, and they will gain access to the affiliate tracking portal.
From there, they can easily send referrals to you, and they can track the referrals.
Learn More: https://training.clientdisputemanager.com/hc/en-us/articles/13103468361875-Affiliate
What are lead forms?
This feature allows you to collate contact information and automate a sign-up process.
Learn More: https://training.clientdisputemanager.com/hc/en-us/articles/13032292451859-Website-Lead-Form
How to add the lead form?
After finalizing your designs, the code is automatically generated. Just copy and paste it at the back end of your website.
Learn More: https://training.clientdisputemanager.com/hc/en-us/articles/7447724272659-Adding-code-to-your-Website
How to Import Multiple Clients?
Import through customer screen>import CSV
Prepare your CSV file following the right format from header to data input
Learn More: https://training.clientdisputemanager.com/hc/en-us/articles/15939277289107-Import-CSV
Which credit monitoring is the best option?
All four are compatible with the software. Some offer affiliate programs like Smart Credit.
Creating Manual Letters
Yes, you can create manual letters in the software. You can build from scratch or import your own letter.
Learn More: https://training.clientdisputemanager.com/hc/en-us/articles/11908630570899-Manual-Letters
Using the Manual Letter
You can use your manual letters directly in the dispute manager screen.
Learn More: https://training.clientdisputemanager.com/hc/en-us/articles/11908630570899-Manual-Letters
What is LetterStream?
You can directly integrate LetterStream with the software. This will help you automate your printing and mailing process.
Learn More: https://training.clientdisputemanager.com/hc/en-us/articles/7442881705235-LetterStream-Bulk-Print
How to send a contract
From the customer screen, you can click send email icon and choose the contract of your choice.
Automated Notifications
You can manage the notifications you will receive.
Learn More: https://training.clientdisputemanager.com/hc/en-us/articles/11579830971155-Manage-Notifications
How to sign up for an affiliate program for Credit Monitoring
You can sign up through the credit monitoring screen. Access from the main menu through the company tab.
Learn More: https://training.clientdisputemanager.com/hc/en-us/articles/10923034647443-How-to-add-your-affiliate-links
How to find letters in the software (LetterVault)
Click the menu, then company tab. Here, you will see the LetterVault, which holds all free letters of the software.
Learn More: https://training.clientdisputemanager.com/hc/en-us/articles/7444104881043-Letter-Vault-Letter-Editor
Do you offer Marketing resources?
The software offers free marketing resources that can be accessed through the main menu:
Success Path Resources.
How to access the software
Go to https://www.clientdisputemanager.com/ and input your username and password
Updating credit monitoring affiliate link
You can update your affiliate link inside the client auto sign-up settings page.
Learn More: https://training.clientdisputemanager.com/hc/en-us/articles/10923034647443-How-to-add-your-affiliate-links
Does the training have an additional cost?
The ones available in the software are all for free.
How to import Identity IQ into the software
Add your customer’s credit monitoring credential in the software and use the quick import icon.
Learn More: https://training.clientdisputemanager.com/hc/en-us/articles/7448059565331-Credit-Importer
How to Change the Title of the Contract?
You can edit the contracts, including the title, through Company Tab, then Digital Contract Screen. Look for the pencil or edit icon.
Learn More: https://training.clientdisputemanager.com/hc/en-us/articles/8198069784211-Edit-Contract
How to reach support
Access all our support channels from the software.
You can contact our support by phone, website chat, software in-application chat, email, and Facebook Messenger.
Learn More: https://training.clientdisputemanager.com/hc/en-us/articles/7444106960531-Help
Can I access the software out of the country?
Yes, but there are certain countries you might not be able to.
Can a client see the letters in their portal?
Just the titles but not the letters themselves. They can just see tracking of your dispute.
Affiliate program for the software
You can earn up to $200 per referral and sign up here https://clientdisputemanagersoftware.com/affiliate-lp/.
Where can I get the link to the FB group
You can join directly from the software if you are an active member.
Access the success path resources, then click Facebook Group
What if the client wants to use another option to get their credit report.
You can still accommodate them, but you must manually add information.
Adding credit monitoring credentials
You can get their credentials automatically added to the software if your customer submits them through the onboarding process. If not, you can manually add it to the software.
Website template
We have multiple websites you can choose from here: https://clientdisputemanagersoftware.com/credit-repair-websites/
You can purchase them separately or get them free with certain software plans.
How to activate my account?
To activate your account, you just have to log in to your free trial account and click on activate at the top of the screen.
Log in Here: https://www.clientdisputemanager.com/
Do you offer a Free trial?
We offer a 30-day free trial, with no credit card required
Sign up here:
https://www.clientdisputemanager.com/register
What are credit monitoring companies I can use?
We have 4 compatible credit monitoring companies:
- Smart Credit
- Identity IQ
- My Score IQ
- Privacy Guard
Printing letters
You can print in 2 different ways:
- Manual
- Automated with Letterstream
- Learn More: https://training.clientdisputemanager.com/hc/en-us/articles/7442940009747-Bulk-Print
Does the client need to sign the letter?
The customer’s signature is not required in the letters.
Can I use Zapier with any plans?
Yes, Zapier is available in all plans.
How to send a letter to correct a customer’s personal information
You can access it through the Dispute Manager Screen.
Can I change a customer status?
Yes, you have full control over your customer’s status. You can even add customized ones.
Learn more: https://training.clientdisputemanager.com/hc/en-us/articles/7356583579923-Customer-Screen
How much does the software cost?
The software plan starts at $99 per month.
Learn more: https://clientdisputemanagersoftware.com/pricing/
Can I attach Documents when I print letters?
Yes, you can. You can attach any document in the form of an image in the bulk print screen.
Learn More: https://training.clientdisputemanager.com/hc/en-us/articles/7447709344275-Preview-Letters-and-ID-s
How can my clients see my company’s logo once emails are sent out?
You can modify your emails to add your logo to them.
Learn more: https://training.clientdisputemanager.com/hc/en-us/articles/7374912686227-Manage-Emails
Can I email letters to customers?
Instead of emailing, they can keep track of your disputes through the client tracking portal.
Is there a limit on how many I can dispute?
No, there’s no limit.
Is there a payment plan for the business in a box system?
No, but we accept PayPal credit.
How to update the overview screen
The overview is automatically updating based on the data from the customer’s report and your disputes.
Comments
0 comments
Please sign in to leave a comment.