Onboarding, dispute rounds and progress clients can see
CRM for credit repair companies
Client agreements, credit report imports, dispute letters by round, responses from the bureaus and a portal where clients see progress, with billing that follows the rules for your market.
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AdviceHub: the credit repair companies edition, in your browser
One of twelve industry systems we build from, each with its own screens, workflow and vocabulary. AdviceHub carries a compliance register with the documents a regulator asks for, plus the pipeline, inbox with SMS and email, quotes the customer accepts online, schedule, editable automation flows, reports and a phone view. Sample data in your browser only. Your build carries your own stages, fields and rules.
Use Expand in the demo toolbar for a full screen view, press Escape to close it, or open the credit repair companies demo on its own page.
Who this is for
Built for credit repair companies
Credit repair companies and debt advice firms with 2 to 40 staff, working with mortgage brokers, car dealers and affiliates who refer clients, and who need dispute rounds and client updates organised rather than tracked in folders.
Onboarding that follows the rules
Agreements, disclosures and cancellation windows are built into onboarding, and billing is held until the work allowed by your market's rules has been done.
Dispute rounds that run on time
Items are grouped into rounds, letters are generated from your templates, and responses due dates create tasks so no round stalls.
A portal that stops the status calls
Clients see items disputed, removed and pending, upload documents and message the team, which cuts phone time sharply.
Affiliates who see their clients' progress
Mortgage brokers and dealers see the clients they referred and when they become ready to finance, which is why they keep referring.
Pipeline
The stages work moves through
A starting point we adjust to your process in the first design week. Each stage can require fields, trigger messages and create tasks.
- Lead
- Consultation
- Agreement signed
- Reports imported
- Disputes sent
- Responses received
- Completed
Records
What the system keeps track of
Real record types with the fields your team uses, related to each other so one screen shows the whole picture.
Integrations
Connected to the tools you already run
Two way where both sides edit the data, one way where they do not, monitored for twelve months as part of the build.
- Credit report imports by file
- Stripe or your merchant account
- DocuSign
- SMS
- Mail and certified mail services
- QuickBooks
Questions we get asked
What does a credit repair CRM cost?
A credit repair CRM with onboarding and agreements, report imports, dispute rounds and letters, a client portal, affiliate access and billing usually costs 7,900 to 12,900 US dollars as a fixed price, delivered in five to eight weeks. A simpler client and dispute tracker starts at 4,900, with no per client fees.
Does it support compliant billing?
Billing rules are configured for your market. In the United States, for example, fees are typically not charged until the promised work has been performed, and agreements carry the required disclosures and cancellation window. The system holds invoices until those conditions are met. Your own compliance adviser should approve the final configuration.
Can referral partners see client progress?
Yes. Mortgage brokers, car dealers and other affiliates get a portal showing the clients they referred, the stage each one has reached and when a client is ready to apply for finance. They see only their own referrals and only the fields you allow, never the full credit file.
Can it generate dispute letters?
Yes. Your letter templates are stored in the system with merge fields for the client, bureau and items. Letters for a round are generated together, recorded with the sent date and tracking, and a response due date creates a follow up task so every round is answered or escalated on time.
Tell us how your credit repair companies business works. We will quote the CRM that fits it.
A 30 minute written brief from you, a fixed price and a two page scope from us within two business days. No call required, no obligation.