Got a new feature idea? Post it on our User Voice Page. Users vote on ideas and we add many. This is how our software has grown over the past decade.

Here are our newest features and updates:

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11/3/2014

Update on Recurring Payments with ChargeBee!

This integration has been live for almost 2 weeks. Here’s an update:

Overall it’s been a very successful launch! 

Most people are having awesome results with recurring payments from clients — but a few people entered Gateway info that wasn’t correct (so it couldn’t charge) or they set up billing in an unusual way (like billing pre-existing clients as though they were new clients). If you’re having any issue please let us know so we can help you fast. For any issues with charges not occurring, please reach out to ChargeBee so they can make sure your Gateway is set up properly.

What is ChargeBee?

ChargeBee is a recurring payments platform that works with your existing payment Gateway. It automates recurring payments, retries when cards fail, Shuts clients off when all collections have failed, and so much more. It’s difficult to scale a recurring revenue business without a automated payment platform to manage billing for you.  Chargebee is the most affordable recurring payments platform we’ve ever seen — it starts at $49/month flat (unlike their competitors who charge a percentage of your sales).

ChargeBee was founded by members of ZOHO, and their team are awesome.  This special integration is the first automated recurring payment system ever designed for credit repair!

Handles all common types of credit repair billing:

• Monthly recurring payments
• Pay-per-delete (triggered by status change)
• 1-time charges.
• Automated email notifications
• Dunning management for declined cards
• Invoice billing
• Client Signup from your website
• Collect payment at start — or delay until after “first work” (Round 1 letters)
• Syncs with Credit Repair Cloud accounting
• Compatible with Authorize.net and all major Gateways

Handling your own recurring billing is time consuming. Try ChargeBee FREE for 30 days from the special link in My Company>ChargeBee.

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10/23/2014

News about Credit Reports from PrivacyGuard,

Identity Secure & WellsFargo Enhanced ID Theft.

Today, these 3 major report providers changed their sites to disable right mouse-click.  We have no affiliation to report providers or changes they make to their sites, but here are new instructions for Credit Report Import

1. Use Chrome, and install a Chrome extension called “Allow Right Click” http://goo.gl/ak2rK
2. Visit the provider and open the report in Chrome
3. When you’re in the report be sure to choose “View Full Report“
4. Do a right mouse click in the middle of the report
5. Choose “VIEW FRAME SOURCE” (NOT “PAGE SOURCE”)
6. Click and highlight all the source code, Copy as usual and paste into the Import page in Credit Repair Cloud.

Works perfectly! Here’s a video!

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10/19/2014

Automated Recurring Billing & Payments!

This is our most-requested feature ever! Say goodbye to manual invoicing. This new integration gives you awesome superpowers to set automated recurring client payments by credit card within Credit Repair Cloud!

ChargeBee is a leading recurring billing platform (and the most affordable we’ve ever seen). ChargeBee was founded by members of ZOHO, and their team are fantastic. This special integration is the first automated payment system ever designed specifically for the Credit Repair Industry!

Handles all common types of credit repair billing:

• Monthly recurring payments
• Pay-per-delete (triggered by status change)
• 1-time charges.
• Automated email notifications
• Dunning management for declined cards
• Invoice billing
• Client Signup from your website
• Collect payment at start — or delay until after “first work” (Round 1 letters)
• Syncs with Credit Repair Cloud accounting
• Compatible with Authorize.net and all major Gateways

It’s FREE for 30 days if you sign up from the link in My Company>ChargeBee.

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10/01/2014

Payment Integration – Sneak peak for what’s about to launch!

ChargeBee Payment Integration is in final testing. Features include: Add payment plans with choices of: monthly recurring, pay-per delete or 1-time fees. Collect payment at signup or  delay payment until after “first work” has been completed. Automated dunning/billing emails for declined payments, clients can add/update their own credit card details. Integration with CRC accounting and business dashboard. Supports all major payment gateways. We can’t answer specifics until it’s live, but it looks awesome! ETA:  Early next week after we complete testing.

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9/17/2014

How to find any client FAST!

Confused by your Client List? No worries! This new video shows how to find any client by FIRST NAME or LAST NAME in 2 seconds.

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9/5/2014

Export custom reports for Excel from your client list

We’ve added new functionality for the Export CSV tool.  Previously it exported your entire client list.  Now it can export custom lists from choices in your Quick Filter.

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9/1/2014

3 New Affiliate Tracking and Management Modules

Affiliate referrals grow your revenue faster.  Most successful credit repair firms pay affiliates a commission for each active client referred.  These 3 new affiliate modules will help you to track and manage your affiliates.

1. Affiliate Stats Dashboard (Business Dashboard>Affiliate Stats Tab)
2. Affiliate Commissions Options (My Company>Affiliate Payments)
3. Affiliate Earnings Dashboard (optional for Affiliate Portal)

We’ll add new Quick Videos and documentation over the next few days.

Here are some screenshots:

Affiliate Stats Dashboard (Business Dashboard>Affiliate Stats).

Set Affiliate Commissions  (My Company>Affiliate Payments).

Affiliate Portal Earnings Dashboard (optional for Affiliate Portal).

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8/21/2014

We hope you’ve had an awesome summer. We spent ours building our 3 most-requested features. Affiliate Tracking, Payment Integration and Free Live Help from an Onboarding Team.  Here’s a status update:

1. Affiliate Dashboard  — Tracks affiliate payments, commissions, affiliate generated revenue, top affiliates and more. The charts and graphs looks awesome.  You’ll also have options to let affiliates track their earnings in their affiliate portal.  ETA:  Should launch in a few days..
2. Payment integration – Features include: Client payment plans with choices of: monthly recurring, pay-per delete or 1-time fees.  Options to collect payment at signup or to delay payment until after “first work” has been completed. Dunning/Billing emails for declines payments, clients can add/update their own credit card details. Full integration with CRCloud accounting and business KPI dashboard. Works with all major payment gateways. We can’t answer specifics until launch, but it looks awesome!  ETA:  2 1/2 weeks (if all testing goes well)..
3. Your Success Team –  Free live onboarding help for all Credit Repair Cloud account holders. Learn to process clients, import Credit Reports, set web lead forms and more. Schedule a FREE Session.  ETA:  Available now.

Thanks for being a Credit Repair Cloud user!

— Daniel

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7/29/2014

Client Portal login box or buttons for your company website

Some users just want a simple and clean login button on their site that links to https://www.secureclientaccess.com like this…

Other users want their clients to log in to the portal from a login box on their company website.  

If that’s what you were wishing for, today is your lucky day.  Visit “My Company>Client/Affiliate Portal>Login Options” and copy the “Portal Login Box” code.  Then when you paste it into the html of your webpage it will look like this:

Want to try it out?  Try this user ID and password: Client / Demo

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6/25/2014

Web Lead Form for Affiliates

Your Affiliates can add this new Web Lead Form to their website. Potential clients who fill out the form will appear in your Credit Repair Cloud as New Leads (with that Affiliate already tagged as “Referred by”).  From his “My Referrals” tab, the Affiliate can see when Leads change status to Active Client.  Affiliate will find the special copy/paste code for the Web Lead Form within their Client Portal in a new tab called “Web Lead Form.” If your Affiliate needs help copying and pasting the web lead form into the html code of their site, you’ll need to assist them — or book a session with Keenan.

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6/16/2014

Credit Repair Cloud just got faster!

In a few weeks we’re launching some new “top-secret” features (one of them is Payment Integration, shhhh don’t tell). In preparation, we’ve moved to super-fast SSD cloud servers. Our server experts are telling us that these can be up to 90% faster than the servers we just left. FYI: Moving to new servers gave us a new IPs, so please run Free CCleaner today to clean out temporary internet files, cache and history: Click here.

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5/21/2014

Print Client’s Photo ID, Utility Bill and POA with your Dispute Letters!

This one will make many people happy. When you’re in Wizard 3, printing Round 1 letters to the credit bureaus, we now have a tab for Client Docs to print at the same time: Clients Photo ID, Utility Bill and Power of Attorney (if you use one) that you’ve already uploaded to the client dashboard. Now it’s all in one place for easy printing.  Hooray!

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5/20/2014

Quick Notes for Secure Messaging

Quick notes are awesome. They’re pre-written, saved messages to use for Secure Messaging. If you’re sending the same kinds of messages to all your clients, this will be a huge time saver.  When creating your saved Quick Notes, you can automatically insert the name of the Client by adding “Placeholders” like this {client_first_name} to the stored message. Click on “Manage QuickNotes” to see available placeholders. Remember: secure messages don’t send. That is why they’re secure. A user must log in to see them!” PS:  Adding Quick Notes required changes to our code, so if you’re an existing user you MUST run free CCleaner before Quick Notes will work: Click here.

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5/20/2014

Auto-Charge Option for Additional Client Slots

If you’ve got a big operation and entering clients by API, you want to set auto charge options to charge your card whenever you’re  low on available clients.  Pricing is dependent on the plan you’ve signed up for. For the Enterprise plan, additional clients are .20¢ per month each.  You’ll find this option in your My Account page and you can set these to any number you like.  

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5/13/2014

Automated Notifications have new BCC option!

Here’s what this means:  If you want to receive copies of automated notifications sent to your clients, but you don’t want your clients to see any other email addresses you have set to receive CC copies, you can now set these all to “BCC.”  Visit “My Company>Automated Notifications.” With BCC (Blind Carbon Copy) set, client won’t see who else is copied on their automated notifications.  Awesome, right?  We knew you’d be thrilled.

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5/12/2014

Credit Repair Business Calculator (Recurring Revenue vs ROI)

This calculator is useful for running projections with different pricing scenarios.  Try it, move the sliders.  it’s fun!  Remember that the goal is to “scale” your business by increasing the number of paying customers each month, extending their lifecycle, increasing their Lifetime Value and maintaining a low churn (Cancellation) rate.How do  you do that?  With reasonable pricing, great service and happy clients who keep your service very long time. You might make more by charging less.

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5/7/2014

“Client’s Choice” is now live!

 

“Client’s Choice” is a feature some of our bigger users (with thousands of clients) have been requesting. The idea is simple:

1. Import a credit report for your client
2. Your client receives a notification to log in and make choices.
3. The client logs into the portal and chooses the items  to dispute.

“Client’s Choice” is optional and not for everyone because it adds extra steps for clients. Only activate “Client’s Choice” if you understand it and feel it’s necessary for your workflow.  Activate Clients Choice globally in My Company>Client/Affiliate Portal>Client’s Choice.  *NOTE:  Unless you have thousands of clients, you probably won’t want “Client’s Choice.” *Want to scale to thousands of clients? Read our recipe to scale.

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4/18/2014

Big things are on the way

We’re working round-the-clock on something big launching next week!   Stay tuned!

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3/14/2014

It’s Awesome Friday.  Our Mandrill Integration is now Live!

This is the most requested feature we’ve ever had (besides credit report import) and we’ve been working on it for months. This feature is awesome because it gives you complete control over all emails sent to your clients and affiliates from your CreditRepairCloud.  Customize all automated emails triggered by events (like welcome letters, changes in a client’s account or invoice related emails, etc). It sends html emails and can also use the beautiful MailChimp templates and more.  Mandrill will replace your default credit repair cloud email system and you can replace any of the letters with your own.  When you activate the Mandrill integration, you’ll already see a different beautiful look to the new letters and content.  From there you can replace any templates as needed.  You can also monitor delivery and stats in your Mandrill account. To setup Mandrill integration in your Credit Repair Cloud You must be an Admin.  Click on My Company>Mandrill Integration.  A free Mandrill account allows you to send 12,000 emails per month for free.  Didn’t we say awesome?

More Mandrill Awesome-ness

You can also monitor deliverability and open-rate with mandrill and see which emails are bouncing and why (most common issue is sending to an email

address that does not exist).

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3/11/2014

The Recipe to a Lucrative Credit Repair Business!

Our Mandrill integration goes live in a few days and will be the most important feature we’ve launched (since credit report import). While our dev team does final testing, I’ve been busy writing. While this is not exactly a “new feature” you may find it interesting reading: Recipe to Scale a Credit Repair Business.

Daniel Rosen, Founder, Credit-Aid Software Culver City, CA

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3/7/2014

Goodbye SendGrid…Hello Mandrill!

For 15 months we’ve used SendGrid to improve deliverability of automated mail sent from Credit Repair Cloud.  SendGrid did it’s job but we wanted more. Now we’ve replaced it with Mandrill (from MailChimp) and it’s awesome. Apps use Mandrill to send “transactional” emails, which are automated one-to-one emails like password reminders and notifications. The Mandrill interface is awesome and it’s giving us more information about deliverability. Speaking of awesome, in a few days we will launch a new feature that gives you complete control over all emails sent from your CreditRepairCloud. It’s the most requested feature we’ve ever had (besides credit report import). With the upcoming Mandrill integration you’ll be able to customize all emails sent, create additional emails triggered by events (like changes in a client’s account or invoice related emails), send html mail, use the beautiful MailChimp templates and more. The Mandrill integration is in final testing and will launch in a few days.  

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3/4/2014

Issue for notification emails **Bug fixed same day**

**3/4/2014 SENDGRID BUG/ISSUE WAS CORRECTED**

Automated notification emails use a service called Sendgrid.  Yesterday Sendgrid was having an issue that affected generic automated notifications. The issue was resolved same day.  Since many people have asked: “Secure messages” are never sent by email (you must log in to see them) so “secure messages” were not affected.  The sendgrid issue only affected generic automated notifications. ***ISSUE WAS CORRECTED BY SENDGRID ENGINEERS YESTERDAY***

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3/3/2014

Import Credit Reports from new providers

We’ve added 2 new online providers for Credit Repair Import: Freescore360.com and Scoresense.com. To learn how to import credit reports, practice first with your Sample Client and Sample Report. Never learn with a live client.  Follow the instructions, watch the videos and understand that the technical part happens on another company’s website and the instructions are different for each web browser.   Personal assistance is available:  If you’re not a technical person and need 1-on-1 assistance to learn how to import credit reports schedule a session with Keenan.  

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2/25/2014

New CRM Sales Tools for Leads to improve your sales funnel

New productivity tools for new Leads help your Sales Team move potential clients through your sales funnel. When a Lead has expressed interest and is open to further contact, change their status to Prospect. It may take multiple contacts to convert a Prospect to a Client. A salesperson can speed this up by creating a sense of urgency. When a Prospect perceives a real and immediate need for the services offered, the process of moving from Prospect to Customer is accelerated. Add notes, change status, set follow-up reminders and more.  Reminders appear in your daily notifications and schedule. Today’s agenda can be emailed to you each morning if enabled in “My Company>Automated Notification Options.” CRM Sales Tools in Leads (Click to Zoom)

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2/19/2014

“Delete Client” added to the permissions module

Only an Admin or custom role with permission can delete clients or leads.

 

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2/12/2014

Credit Repair Cloud just got faster!

 

We’ve optimized our code and added additional super-fast cloud servers. Your client list and client searches are now 70% faster. With a broadband connection (and no wifi issues) your client list should load in a few seconds.  Fast responsive software is our goal, so if you’re not seeing it click here to optimize your browser.

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2/12/2014

Integrate with QuickBooks, FreshBooks and other 3rd party accounting software!

We’ve added more triggers and actions for Zapier!  If you’re not familiar with Zapier, it’s like a MatchMaker for Web Applications. Credit Repair Cloud users use Zapier to connect Credit Repair Cloud to Salesforce.com, MailChimp, ZOHO CRM and hundreds of other programs by easy point and click. Now integrate Credit Repair Cloud with your QuickBooks Online, FreshBooks and more. New Invoice Trigger: When an invoice is created at Credit Repair Cloud, it’s sent to that 3rd party accounting software via our API. Create Invoice Action: When an invoice is created at your 3rd party accounting software, it’s sent to Credit Repair Cloud and saved to your client’s record (providing the client’s first name, last name and email match in both software). *Note:  QuickBooks or FreshBooks do not yet send/receive payment information via API, so you’ll still need to update payments manually  as you do now. This is due to limitations for QuickBooks and FreshBooks.  As soon QB and FB release an API call for payment updates, we will add that feature, too.  We’re on it!

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2/11/2014

Team Member Login

Your Team Member Login page has a new flat-design look. Many users requested a simpler login page for employees. Voila!  All login letters for Team Members have this link. Have team members add a shortcut on their desktop for https://www.creditrepaircloud.com/login

 

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2/10/2014

Add Colors to Custom Client Statuses

A few months ago we added the ability to set your own custom statuses to clients. Now  add colors to those custom statuses so they will stand out in your client list. Visit “My Company> Client Status Types.”  To add a color highlight to any “Custom” status you’re created: Click and choose the color and then click the save icon.

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2/4/2014

Add or Remove Account Owner’s name from Automated Notifications

Automated notifications are sent from the email address designated on the “My Company” page. Some business owners want their name in the signature and others don’t. These new options on the “My Company>Automated Notifications” page make this easier to manage and preview:

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2/3/2014

Client Payment Options for Invoices

Credit Repair Cloud has built-in accounting and invoicing but it’s important to remember that we are not a payment processor.  To take credit card payments or ACH transfers from clients you need a Merchant Account for Credit Repair.  If you have a hosted payment page from your Merchant Account or Payment Gateway, you can add a default link to your invoices in your “My Company>Client Payment Options” page.

 

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1/28/2014

MailChimp Integration

Credit Repair Cloud can now sync to MailChimp – a world leading email newsletter service. If you want to send a mass email or newsletter to many people at one time, we recommend MailChimp.  This integration syncs contacts from your Credit Repair Cloud to your MailChimp account. If you have 4 lists in MailChimp called; Leads, Prospects, Clients and Affiliates, you can set those same lists to sync and update daily to maintain up-to-date mailing lists in MailChimp for your monthly newsletter or mass mails.  At the time of this writing a free MailChimp account allows you to send 12,000 emails per month for free! **Note:  We are also working on a Mandrill integration that will  give you complete control over all mail sent from your credit repair cloud account, plus the ability to send timed or triggered emails set by events in a client’s lifecycle. Mandrill is another product from MailChimp for sending triggered/transactional emails.  Mandrill users can send 12,000 emails a month for free. We are putting the finishing touches on the Mandrill Integration.  This is a feature that many users have requested. It’s in final testing and should go live within the next 2 weeks.

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1/24/2014

The “My Invoices” tab

This was one of our most requested features on our UserVoice page.  At log in, you’ll see a new tab for My Invoices with a financial overview for all clients.  If you’re an ADMIN you’ll see status of All Clients, but if you’re not an ADMIN (or if  don’t have appropriate permissions), you’ll only see clients assigned to you.  Invoice data  syncs with the new Business Dashboard, giving you a 360 degree view and powerful tools (KPI’s) to scale a business.  It’s very intuitive and it runs much like Quickbooks. If you were using the old simple invoicing module don’t worry, your old data and old features are still there!  We’ve just added more. Here’s a screenshot with more details below:

If you used the old invoicing module, all your saved invoices are still there. If you saved invoice items with fixed prices, those are still there, too. Just click the buttons to add them when you’re creating a new invoice. You can also enter payments on outstanding invoices same as before. Here’s what’s new on the MY INVOICES tab:

• If you are an ADMIN and you log in and click MY INVOICES you will see status of ALL Clients
• You can filter by OUTSTANDING, PAST DUE and PAID by clicking on the colored headers.
• If you’re a team member who is NOT an Admin, you will only see stays of clients assigned to you.
• You can still access invoices (same as before) from within any client’s dashboard or account.
• The invoicing feeds data to the Business Dashboard (seen only by Admins) which gives you KPI’s to scale a business.

For any new feature: always practice first with your Sample Client. Never on a live client.  If you spend 5 or 10 minutes creating invoices for your Sample Client, then you will know your way around. It’s very intuitive.  If you use QuickBooks you’ll feel right at home. If you’re NEW to Credit Repair Cloud or want extra 1-on-one help in; setting up your account, learning to import credit reports, set online agreements, creating invoices, setting up a website, etc, you may want to consider a 1-on-1 Software Training with Keenan. Schedule it here: https://creditaid.acuityscheduling.com 

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1/17/2014

Bug Alert! Database Issue **Bug fixed same day** 

**1/17/2013 THE DATABASE ISSUE WAS CORRECTED**

Friday, January 17, 2014, some users reported issues with saved documents. New cloud servers had been added the night before to increase speed and functionality, but after the upgrade some databases had a wrong location for stored documents (this affected messaging and invoicing). Data is backed-up continually, so data-loss was not a concern, but it took our dev team a few hours to reroute databases. We apologize for any inconvenience. The issue was corrected. 

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1/15/2014 – Milestone

Happy Birthday Credit Repair Cloud!

One year ago, we launched Credit Repair Cloud, the world’s first cloud-based credit repair software.  It’s been a tremendous first year. Our user-base grew faster than we had ever dreamed. This enabled us to accelerate production and add new features faster.  We’d like to thank all of our amazing users. Feedback from brave early-adopters helped to shape the Credit Repair Cloud you see today. We continue that tradition on our User Voice Page, where all users post suggestions for new features they’d like to see. Other users vote on those ideas, we discuss them at developer meetings and many are added to our software. Credit Report Import was the number-one requested feature for 2013.  It took us 5 long months but we finally added it back in the Summer of 2013.  Click here to see all that we’ve added since launch. Back in 2002, when Credit-Aid Software first began, we spent a lot of money on advertising.  A few years ago we changed to NO Advertising. Instead of  full-page ads to hype our software, we put revenue right back into hiring more programmers.  “If you build it they will come.” As a result, Credit Repair Cloud is improved daily and our revenue grows only from word-of-mouth of happy users whose businesses thrive on our system.  No hype needed. Since launch, we’ve added 5 more full-time programmers to our mighty development team to add more exciting features to Credit Repair Cloud.  Highlights include Credit Report Import, Business Dashboard/KPIs, Digital Signature Capture  and the Credit Repair Cloud API which enables you to integrate Credit Repair Cloud with hundreds of other cloud applications. Your Credit Repair Cloud can now talk to your CRM, accounting software, send automated emails from other mail services, trigger SMS text messages and more. The possibilities are endless and much more is planned for the API. Our #1 goal in 2014 is to make it a successful and lucrative year for you and your business.

Thanks for being a Credit Repair Cloud user!

Daniel Rosen Founder,

Credit-Aid Software

Culver City, CA

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1/7/2014

Business Dashboard and KPIs!

The business dashboard feature is now live with real-time KPI’s (Key Performance Indicators) to track your sales growth.  Understanding your conversion rate, churn rate and average revenue per client are your key metrics for scaling your business.  The dashboard can be seen by any admin or a custom role with appropriate permissions.   New parts will be added to this module over the coming weeks to give you a 360 degree view of your business and team.  Stay tuned.

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1/3/2014

New Client List features that your Sales and Processing Staff will love!

On the client list we’ve added new client statuses, stages and a “Quick View” filter to show your salespeople Leads and Prospects to follow up on, as well as stages and status of all your paid clients; who needs follow up, past-due invoices, etc. Watch this quick video to see what’s new in your client list: https://youtu.be/bGwEN2jWraE

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12/24/2013

Real-time System Status and Uptime Reporting

Credit Repair Cloud runs on the world’s-fastest cloud servers and we’re very proud of our uptime record.  In 12 months since our January 2013 launch, we’ve maintained a 99.98% uptime rate.  Since adding additional cloud servers in early November, we’ve been at 100% uptime. We like to be as transparent as possible, especially when we’re experiencing an issue, so we’ve now setup real-time system status page where you can monitor Credit Repair Cloud Uptime 24/7.  In the event of a planned (or unplanned) maintenance, visit our live status page and pingdom for details and follow us on Twitter for live updates.   Alternatively, if you ever have a login or connection issue and see “all systems normal” on our status page, you’ll know the issue is probably on your end; click here to tune-up/repair your web browser. Need help?  Visit support.credit-aid.com.

 

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12/23/2013

Credit Repair Cloud now integrates with…EVERYTHING!  Thanks to Zapier

When we added Developer tools and API’s, it opened up a whole new world for Credit Repair Cloud users with in-house developers to build and develop their own applications to interact with Credit Repair Cloud. Today, we have partnered with Zapier, and now anyone can integrate their Credit Repair Cloud account with over 250 popular online applications, including Salesforce.com, ZOHO, Quickbooks online, Freshbooks, MailChimp and more.  Zapier is like a matchmaker for cloud applications, allowing you set triggers in one application to cause an action in another.  It takes just minutes to set up, no programming needed and it’s free to try with no time limit. Popular “zaps” would be:  Add a client to your Salesforce.com (or other CRM) and it will automatically create a client in Credit Repair Cloud.  Or, if a client doesn’t pay his bill, mark him as suspended in your CRM and the client will be automatically be suspended in credit Repair Cloud. Or, create a new clientin Credit Repair Cloud and have your MailChimp or aWeber send that client a customized welcome letter from you or have an SMS text agreement sent to the client’s mobile phone to respond with the word “AGREE”.  The possibilities are endless. Just remember, zapier will only do the actions you see listed. Currently our API calls will create leads, clients and change their status.  Next week we add invoice related API calls, for example; create a invoice or record a payment in QuickBooks Online, Freshbooks (or other accounting software), and the invoice information will update in your Credit Repair Cloud. The invoice statuses will also be connected to the new Business Dashboard we are launching shortly with real time KPI’s to scale your business. It’s going to be an exciting year in 2014.  Click here to learn more about Zapier integration.   https://youtu.be/Ng2AKc_2kP0

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12/5/2013  Bug Alert! ***12/6/2013 Bug was fixed***

BUG WITH IMPORTED SCORES NOT SAVING IS NOW CORRECTED

Yesterday, several users reported that imported credit scores were not saving to the client dashboard.  Scores would save, but then disappear. Thanks to a helpful user who sent source codes and steps to reproduce the issue, we were able to correct the issue fast. Have an awesome day!

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11/29/2013

New feature:  Save an Imported Credit Report as “Pending” and finish your work later

Many people have requested this one. When you import an online credit report it first appears in the “Preview Credit Report” Page, where you must tag and save the negative items.  We’ve now added an optional button to save the report as “Pending.” You can come back later to finish tagging the dispute items for the wizard. The credit items will not populate to the rest of the software (and the Wizard) until you return to finish your work. Here’s how to use this optional new feature in the Import Credit Report Preview Page: 1) Click the new button that says “Save this report as pending and finish later (optional).”

 

 

 

2) Return to the “Pending report” to finish your work by clicking this link in the client’s dashboard. 

 

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11/20/2013

We now have Premium Support and Software Training by Phone!

Most software companies have tech support by email only.  Starting today, we now offer Premium Support by phone.   Say hello to Keenan, our resident genius and the newest member of our Support Team. Starting today, here are your 2 options for tech support:

• FREE SUPPORT BY EMAIL:  Send a specific question, we will be happy to help you by email. Include details of what you’re trying to do and what’s going wrong. include your User ID plus client name (if related to a client). Write from the same email you signed up with so our records match. Please no support tickets from cell phones. Remember, we are not there with you so we rely on your communication.  Take time to write clear details (from a computer) so we can understand and help.Visit our support desk at http://support.credit-aid.com

•   PREMIUM PHONE SUPPORT AND SOFTWARE TRAINING WITH KEENAN:  Live one-on-one IT support and personalized assistance for Credit Repair Cloud, software questions, configuration, browser issues, windows and mac issues, web hosting, sitebuilder and more. Keenan can assist you directly on your computer using screen sharing. **If you’re just getting started, this personalized assistance is for you. Click here to book a session with Keenan!

*Premium Tech Support is not for legal advice or credit repair training. For credit repair training visit American Credit Repair Academy.  Paid cloud users  sign up for a free 20 minute mini credit repair session with Denise Wayne at the Academy. Paid Cloud users signup here, fill out the yellow box and choose option 2. Use the same email address you signed up with.

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11/21/2013

Account holders can now change their email address!

Many account holders have requested this because they have signed up with a personal email instead of their business email.  If you’re an ADMIN: Login to your account, click on My Company> Team Members and update any email address in your Team Member profile.   You can also set the company email name and address in the My Company Profile. *Please note that User IDs cannot change.  This same exists at Facebook, Gmail, Google, Yahoo, etc.  Too many database records depend on the User ID so that’s why it cannot change.

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11/15/2013

New Videos on the Quick Videos Page

We’ve add many new videos to the Quick Videos page. New additions are:

• How to Create an Online Agreement (for your client portal)
• Add Credit Items Manually
• Update Credit Items Manually
• Import Online Credit Reports
• View Source in Any Browser
• Add a Web Lead Form to your Web Site
• How to Create an Invoice
• Tune-Up Your Web Browser (recommended for everyone)
• And more.

If there’s a topic we haven’t covered in a video, please tell us and we will make a new one.

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11/11/2013

New Upload Button (alternate method) for importing a Credit Report Source Code

Every so often a credit report source code will be too large (if your computer has limited RAM memory).  This issue seems to happen most often in Chrome. If this happens to you, try one of these  choices:

1. Try a different web browser (we like Firefox)
2. Save your Credit Report Source Code as a txt file and use the new upload button shown in this picture:

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11/09/2013

Sample Credit Report Source Code (for practicing and learning)

We’ve added a sample “John Doe” Credit Report for practicing and learning how to import an online credit report.  First: create a test client named “John Doe.”  Then visit his dashboard and click the button that says “Import Online Credit Reports.”  You’ll see a link at the top for the sample Credit Report Source Code. Here’s a picture of it:

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10/25/2013

Dispute Items list now has option of “Credit Report View”

Once you’ve added or imported items from a Credit Report, you can see those items (and update their status) at that client’s “Dispute Items” tab.  On that same “Dispute Items” page, we have now added a new “Report View” which shows these items in Credit Report format.  In the “Report View” you can click to update status, reason or instruction for any dispute item. To see the new “Report View,” visit any Client Dashboard, click the “Dispute Items” tab to see that you can now toggle between “List View” and “Report View.”  Items imported from a credit report (or manually) will display in a Credit Report format.

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10/23/2013

Affiliates can now update their own contact details

Affiliates can now update their own contact information directly from their affiliate portal login.

 

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10/22/2013

Additional (faster) cloud servers for improved performance

In the 9 months since we launched Credit Repair Cloud, our app has grown considerably. All summer (and most of fall) we’ve worked to complete our most important 2 features: APIs and Credit Report Import. These 2  features propelled our signups and our company. Last night, to handle the extra traffic, we added additional (faster) cloud servers.  The good news for you is that the app will be faster, and revenue from  signups helps us to add more coders to our dev team, to speed up production and push out new features faster. Because the code has changed and databases are now on a new server, please run CCleaner on your browser.  It’s free and will speed up your system.  We run it daily here.  http://support.credit-aid.com/entries/23577522-Fix-Internet-Browser-Problems.  The next big thing we’re working on is a Business Dashboard for an overview of your company with full reporting.  We hope to have that live sometime next month.  If you have any ideas of features you’d like to see in a Business Dashboard, please post them on our “New Feature Request Page.”   “Click on Help & Support > New Feature Requests.”   We pay close attention to user requests posted there and we add many of them. Want to know more about our adventures in bootstrapping? Here’s a blog posting I wrote over the weekend for our 9 month birthday.   Thanks for being a Credit Repair Cloud user.

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10/18/2013

Online Agreements with Client’s Digital Signatures can now be exported as PDF

This was a user suggestion posted by Mark in our our UserVoice “New Feature Request” page.   Thank you Mark!  Access this feature in  “My Company > Digital Signatures.”  The PDF button is next to the print button.

 

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10/17/2013  Bug Alert! ***10/18/2013 Bug was fixed***

***NEWS ALERT — BUG WITH FREESCORE IS NOW CORRECTED***

Yesterday we announced that import was available for new report providers.  But that same day, FreeScore made a change causing issues with FreeScore reports imported.  We have corrected the issue and freeScore is working fine.  If you had an issue yesterday, pleas run free CCleaner and try to import again.

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10/17/2013

Credit Report Import is now available for 6 Credit Report and Score providers!

 

See details below this graphic  Credit Repair Cloud will now import online credit reports  from:

• Privacyguard
• creditchecktotal
• enhanced.wellsfargoprotection
• IdentitySecure
• FreeScore

We are very proud of this feature and it definitely works, but it involves some more advanced computing skills so it does take a little trial, error and practice the first time.  You will see instructions and videos.  See more videos at www.creditrepaircloud.com/videos.  Now that we have accomplished these 6 providers, we will focus on other new features currently in production. Always learn with your own report first and your SAMPLE client.  Do not test and learn with a LIVE client!   To find the Import Credit Report feature, login to your SAMPLE CLIENT and click the “Import Online Credit Report” Button.

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10/15/2013

Credit Report Import is now available with reports from IdentitySecure!

Credit Repair Cloud will now import online credit reports and scores from: Privacyguard.com creditchecktotal.com enhanced.wellsfargoprotection.com IdentitySecure.com We are also adding freescore.com  soon, they are in final testing.  To find the Import Credit Report feature, login to your SAMPLE CLIENT and click the “Import Online Credit Report” Button.  You will see instructions and videos.  See more videos at www.creditrepaircloud.com/videos .

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10/11/2013

Change the master name and email for automated notifications sent from your company account

This is one of the most-requested features we’ve ever had!  By default, the account holder’s name and email address are used for automated notifications, such as login details, updates, etc.  You can now assign a master name and email for all notifications sent from your company account.  It can be a person’s name, a company name, a department name, whatever you choose to type into the field.  Please be sure it’s a working email address.  See “My Company > Automated Notifications.”

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10/9/2013

New or Custom Status Types for clients

We have added additional client status types such as “Suspended” or add custom status types of your own.  Change a client’s status in their client’s profile.  We will be adding more functionality to this and the API in the coming weeks.  See My Company > Client Status Types for details.

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10/7/2013  Bug Alert! ***10/8/2013 Bug was fixed***

Symptom: Wizard won’t display Saved Dispute Items that were previously saved. Solution: This bug was fixed. Please run free CCleaner to clean the old code from your browser.

• Learn about free CCleaner here:  Fix-Internet-Browser-Problems
• We run Free CCleaner every morning to clean out our web browsers.
• You should also run Free CCleaner every morning on your computers.

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10/3/2013  Bug Alert!  ***10/4/2013 Bug was fixed*** 

Symptom: Credit Report Import works but items will not SAVE for the wizard. Solution: This bug was fixed. Please run free CCleaner to clean the old code from your browser.

• Learn about free CCleaner here:  Fix-Internet-Browser-Problems
• We run free CCleaner every morning to clean out our browsers.
• You should also run Free CCleaner every morning on your computers.

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9/9/2013

We  added new credit report providers for the new “Credit Report Import” feature.  We added new videos to show you the steps.

We now import online reports and scores from: Privacyguard.com creditchecktotal.com enhanced.wellsfargoprotection.com We are adding more providers over the next few weeks. We recommend that try with your own report first and your SAMPLE client.  To find the Import Credit Report feature, login to your SAMPLE CLIENT and click the “Import Online Credit Report” Button.  You will see instructions and videos.  We have more videos at www.creditrepaircloud.com/videos

 

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8/15/2013

BIG NEWS!  This week we just launched 2 very big new features that we’ve been working on all Summer; “Developer API” and “Credit Report Import.”

The API is for for developers to build custom apps or have 3rd party applications integrate with your Credit Repair Cloud.  If you’re a developer click here for Developer Access:  https://www.creditrepaircloud.com/webapi/  Credit Report Import is the most requested feature we have ever had and we’ve been working round the clock to bring it to you.  With this new feature you can import all the data from an online credit report, as well as the scores!  This will save you hours of typing!  It’s the most requested feature we have ever had, so it’s kind of a big deal for us. Here’s a video to show you how it works! http://www.youtube.com/watch?v=PNtu_waoHcU Steps are:

1. Client (or you, on behalf of your client) will sign up for a free trial and access a 3 bureau credit report and scores.
2. Copy the code from the page and paste it into Credit Repair Cloud.  All the data will import from all 3 bureaus (no more typing!)
3. The negative items will be flagged and saved as dispute items for the letter wizard.

The first 3 bureau report (and scores) are free (or $1 depending on the provider).  If your client decides to keep the “credit monitoring” service with that company, they will be charged $12-15 per month until they cancel that service.  We have no relation whatsoever to the credit monitoring services, so remember to cancel if you don’t want the service.  To use this Credit Report Import feature you will need to use one of the services that are supported.  Credit reports come from hundreds of providers in many formats.   We will continue to add more credit report providers.  They are all different formats so this will take some time. After this, we have 2 more very big new features to launch this summer.  Stay tuned!

Have a happy Summer!

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8/5/2013

New videos in the Quick Videos page

So far we have added 9 videos to the quick videos page.  These are short videos to show you brief demos of features in Credit Repair Cloud.  Click here:  https://www.creditrepaircloud.com/videos

6/28/2013

Affiliates can upload or change their own photos

Affiliates can now log into their client portal and upload or modify their own photo or logo.

6/26/2013

Quick Videos

We’re creating many short videos to demonstrate how a certain feature or page works in your Credit Repair Cloud account.  More videos are coming.  If there is a specific task you’d like to learn more  more information about, please let us know. See the Quick Videos at https://www.creditrepaircloud.com/videos

6/18/2013

Receive your daily schedule of events (by email)

If you’ve opted to receive Daily Agenda notifications (for reminders and and appointments in your Credit Repair Cloud), they’ll be sent out via email at approximately 5 AM, local time. To receive these agenda emails each morning, with your daily schedule, follow the steps below. To turn Daily Agenda emails on/off, follow these steps:

1. Log in to your Credit Repair Cloud account
2. Click on My Company
3. Click on Automated Notifications
4. Check or uncheck send daily agenda (recommended)

6/13/2013

Improvements to Wizard 3 (Radio 2/Round 2/add-saved-items):

Creating a Round 2+ letter (with saved items) is now an easier task. Here’s what improved:

1. You will now see additional status information for each item.
2. You will now see checkboxes for each bureau reporting the item (to choose which bureau to write to).
3. Saved dispute items that are tagged with a positive status (i.e.:positive, deleted, repaired, updated) will now be unchecked by default.

This will now make Round 2+ letters easier and faster to create. Here’s how you’ll use it:   You’re in Wizard 3 creating a Round 2+ letter with radio button 2 (for creating letters about “Saved Dispute Items” (items that you’ve already disputed before).  If one bureau has deleted/updated/removed an item (and it’s status is now “Positive”), but now you want to write to the other bureau(s) about the same item that they’re still showing as “negative,”

1. Choose Wizard 3, Round 2 (Choose Radio Button 2 for “All other letters”)
2. Choose “PREVIOUSLY SAVED/PENDING ITEMS” and select the entire dispute item with the checkbox on the left
3. Click next (as illustrated in this picture)
4. On the next page you can check or uncheck the items as needed.  By default negative status items will be pre-checked and items with positive status will be unchecked.
5. Choose your letter and click next to see your letter.

Here are 3 screenshots:

6/11/2013

Affiliates can include a memo when referring new clients to you.

The client referral form in the affiliate portal now has a memo field for the affiliate to include special notes or instructions the new lead.

6/9/2013

Create a letter with no dispute items

A small number of letters in the library do not require dispute items.  An example would be the Chexsystems letters.  If you want to use a library letter that does not need dispute items, use this new special link.  If the letter has placeholders for your clients name and address, those will auto merge into the letter and you can make any changes needed when it appears in the editor.

 

6/6/2013

Edit/Modify the Resources and Credit Info in your Client Portal

Your client and affiliate portal comes preloaded 2 pages of useful links and credit information.  If you would like to change or edit these pages to add your own text or links, (and if you are an ADMIN), click on MY COMPANY — CLIENT/AFFILIATE PORTAL OPTIONS and click on these 3 tabs to edit the content.

5/27/2013

Team Member Chat

Down in the bottom right corner of your screen you will see Team member Chat.  To start using it, just click on “Team Member Chat” and then click on the team member’s name that you would like to chat with.  Then start typing.

 

5/18/2013

Team Members Receive Automated Lead Notification Emails

When a a new lead appears in your Facebook style notifications (which means it was sent by an affiliate or from a user filling out your Web Lead Form on your site), all ADMINS will now receive an email notifying them of the new lead.  An Admin can  change who receives these Lead Notification Emails by clicking on “MY COMPANY” — “AUTOMATED NOTIFICATIONS” — “SEND LEAD NOTIFICATION EMAILS TO”

5/13/2013

Import CLIENTS, LEADS, AFFILIATES, CREDITORS or FURNISHERS  from any other Software or Database!

Have a database (or list) of LEADS, CLIENTS, AFFILIATES, CREDITORS or FURNISHERS that you’ve exported from any other software or database?  Visit your Client Page, Affiliate Page or Creditor/Furnisher Page and use the new Import CSV tool.  Follow the onscreen instructions to map the fields and choose the records to import.  This tool enables you to import bulk lists from any other software, database or service, provided they are in CSV format (the industry standard).

4/26/2013

Add company name and phone to the footer of Automated Notifications

We have added new options to add your company name and phone number to all automated notifications sent to clients and affiliates.  You will find these new options in MY COMPANY — AUTOMATED NOTIFICATIONS.

4/15/2013

Our super-fast cloud servers just got faster!

Some of you may have experienced a few minutes of downtime today when we upgraded our main server (which has maintained 100% up-time since Nov 2012). We’ve now completed a major upgrade and our server is noticeably faster.  If you’re not experiencing faster speeds, try these tips:

• Ditch Internet Explorer and switch to Firefox or Chrome (they’re free!)
• Don’t have too many programs or windows open (they eat up memory)
• Restart your computer daily.It frees up memory.
• Occasionally shut down your router, too (same time as the computer).
• Run CCleaner to clean temp internet files, history, cookies (great and free!)
• Click here to read all my browser optimization tips. They work!

4/9/2013

New “Placeholders” (parameters) give auto-populate functionality for custom Library Letters

New “Placeholders” (parameters) have been added to the Library letters for Round 2.  These parameters will now allow all Round 2 letters to populate with saved creditor details and account number (when used in Wizard 3).   This now allows for all library letters to populate from within the wizard.  These new parameters can also be used when creating your own new custom library letters to auto populate from within Wizard 3.

4/7/2013

Web Lead Form (capture leads from your web site)!

We added this by request of users in our “feature request” Help–Feedback page.  Add a signup form to your company web site.  When a visitor fills out this form, it will import to your Credit Repair Cloud Account as a new “Lead.”  Visit MY COMPANY — WEB LEAD FORM to copy the code for your web site.  Simply copy and paste the code into an html page in your website or send the code to your IT person or web designer (If you use our hosting and our sitebuilder tools, you can drag the Script module into your web page, paste the code and publish your site). Here is what the “Web Lead Form” will look like on your site:

4/4/2013

“New Features” notifications

Each time we list a new feature here on this page, you will see a red notification on your top menu bar.

 

4/3/2013

View Signed Client Agreements in the Client’s Dashboard

In addition to viewing signed agreements in the Company Profile, you can also view them in the Client’s dashboard page:.

 

3/29/2013

General Settings for Agreement Options

Choose one agreement to use by default for all clients to sign on their first login.  Or choose no agreement, if you prefer to not have your agreement online.  You’ll find these new controls in your MY COMPANY — CLIENT AGREEMENT.

3/26/2013

Added Internal Notes/Memo to Affiliate Profiles

You can now add notes when speaking with Affiliates.

3/26/2013

Added Internal Notes/Memo to Leads

You can now add notes while following up with new leads.  You’ll see this when you have a new LEAD in your CLIENT LIST.  Just click on the little pencil icon next to a new lead.

3/24/2013

Team Members can now change User ID and name

For many of you who like to change your name as often as your shoes, this feature is for you.  Click on MY COMPANY — MY TEAM MEMBERS and click on your TEAM MEMBER PHOTO or name.

3/18/2013

Team Member Login Page

All team members may now log in at https://www.creditrepaircloud.com/login .  All emails to team members that provide cloud login details will now be sent give this new team member login link instead of our home page.  All cloud users will now log out to this same team member login page. We added this by request of users in our “feature request” Help–Feedback page.

 

3/16/2013

We have Phone Extensions

We have no added phone extension fields in all the logical places:  for profiles clients, affiliates, team members and furnishers.

 

3/13/2013

Instant Search Functionality in Creditor/Furnisher’s page

Start to type a creditor’s name in the CREDITOR/FURNISHER search box you will instantly see  search results.

3/12/2013

Multiple Addresses for 1 creditor/furnisher

You can now add as many addresses you like for the very same creditor/furnisher.

3/4/2013

Parameters in Client Agreements

Now you can use parameters to automatically merge your client’s name and company information into your default client agreement. You’ll find this in your My Company Profile — Client Agreement.

3/4/2013

Admin Email Options

Have a CC copy of all automated emails that are sent to clients. Have a copy of all emails sent to the team member assigned to those clients…or turn off those features from here in your My Company Profile — Email Options.

3/3/2013

Account numbers in Client Detail Page

By popular request we have added account numbers to the client’s dispute detail page

2/21/2013

Signature Capture for Client Agreements

Clients can add their real signature to your client agreement.  These save with timestamp and IP in your company profile (under “Digital Signatures”). Try it yourself:

1. Click here to see a page about the client portal.
2. Click the blue button that says “Login to Client Demo”.
3. Once you’re in the client portal demo, scroll down and try the digital signature.

(Click to zoom)

2/19/2013

Couples sharing one email address can both have client access.

By popular demand, we have made it possible to have multiple clients (such as married couples with 2 user IDs) who share one email address.  While we do think it’s odd to share an email address with your spouse, we understand it’s common and we have made changes in our application to allow for this strange and unusual phenomenon..

2/07/2013

Digital Signature Records are being saved in Company Profile

Digital signature records in MY COMPANY PROFILE — DIGITAL SIGNATURES: Records are now listed with time-stamp, IP, etc., plus a preview of the agreement. We will soon be adding “real” signature capture. This is already in progress and currently undergoing testing.

2/07/2013

Admin is copied on all emails to clients

ADMINS are now copied on all automated emails sent to clients from your account to assure you that the email was sent properly. Emails do not get lost and there is no waiting period for emails.  If your client has not received their copy of an email sent, verify the email address you typed in their profile, instruct them to look in their spam/junk/bulk email folder and mark you as as “safe sender or just forward this email to them. The issue is on their end.  Many clients use free email services like (yahoo, AOL, Hotmail, etc) and they do not understand that important emails can go to their spam folder.  Many are not aware they even have a spam folder.  These issues are 100% on the clients end.  Since you have a copy of the same email, you can help them find their spam folder or forward your email to them and instruct them on how to find their spam folder and mark you as a safe sender.

2/06/2013

Memos and Notes in Leads

This is useful for following up on a lead by phone.  Anyone with ADMIN privileges can click the pencil icon on the lead in the client list and jot down notes.  Later, if the lead is converted to a client, the same note will appear in the internal memo field in that client’s dashboard.

2/04/2013

All email addresses can be changed by an Admin

• All team member email addresses can now be changed by an Admin.
• We also added a new field in MY ACCOUNT for the account holder to change the email address used or billing and communication (about the cloud account)

2/03/2013

Delete clients from the master client list

An admin can now delete clients with the “x” delete button in the client list.

1/30/2013

New time-saving shortcut for finding saved creditors fast (in Wizard 3)

If you have hundreds of creditors/furnishers saved to your account this will be a great time-saver.  When you are in Wizard 3 and choosing a creditor from your list, click “Select Furnishers” and start to type the first few letters of the creditor’s name.  The dropdown list will jump right to the record you are looking for. Click to zoom

1/20/2013

Import/Export CSV

Import/Export of CSV.  This tool is very useful, especially if you are transferring clients over from Credit-Aid version 8 or version 9.  This tool will import your entire client list.  It’s also handy for exporting your client list for use in other programs, such as Quickbooks.  This tool is located in your Client Page on the top right. Credit-Aid Pro 9 has built in CSV Export.   If you have Credit-Aid Pro 8 and want to create a CSV list of your clients, visit www.credit-aid.com/export for instructions and a utility to create your Client CSV to use for import to CreditRepair Cloud

 

1/09/2013

Bonus materials, Marketing Materials and over 100 Credit Dispute Letters!

• Denise Wayne (at American Credit Repair Academy) has compiled the very best of her expert credit dispute letters. A full library of 100+ letters are now available for paid subscribers.  Thank you Denise!

• Our legal team have been compiling the Bonus materials (contracts, power of attorney, and many other important documents, you will need).

• Our art department has been putting the finishing touches on the Marketing Materials.

This premium content is now available for all paid subscribers.  To compile these yourself would cost thousands of dollars.  We are very excited to have this all available for you! PS: Thank you Denise!  Be sure to visit American Credit Repair Academy for courses and certification for you and your staff!  If you are a new Credit Repair Cloud Member, once you activate your full membership, don’t forget to sign up for your free mini-session at the academy!     

1/07/2013

Happy New Year!   Credit Repair Cloud is now live!

We are not yet running any advertising or promotion, but signup is live and users have been joining for the past 5 days.  Interesting to note is that that zero support requests have come in.  Ads and promotion start next week, so we are doing our last minute adjustments and quickly updating the help pages and documentation to reflect new features as they launch

12/30/2012

Private Label Client and Affiliate Portal “SecureClientAccess.com” is now live.

A client Portal is the most important tool a credit repair specialist can have, because it gives your business and services an organized face, clients understand the work being done, it saves you many unnecessary calls…and most important of all: it makes you money, because many affiliates require a portal before they will refer you clients.  Working with affiliates is the quickest way to scale your business.

How this Private Label Portal works

You and your team will log in continue to log in and work at CreditRepairCloud.com but your clients and affiliates have their own private login at www.secureclientaccess.com.  Clients and Affiliates can send secure messages and attachments.  Affiliates can refer clients to you, and those new clients will appear as “Leads” within your Credit Repair Cloud interface, for your sales staff to follow up, or for you to begin working with them. The first time a client signs into your SecureClientAccess.com portal account, they must click I AGREE to your agreement, giving their digital signature of acceptance to your terms. “Private Label” means that no information about our company is visible to your clients and affiliates.  Your clients and affiliates will only see your logo, your company, and their own credit account information. Additionally, clients cannot see other clients and affiliates cannot see other affiliates.  A client will only see the affiliate who referred them to you (and vice-versa). Our data center is SAS-70 Compliant and protected by armed guards. We use bank-level encryption to protect your data. Login and password are required to see messages and attachments (just like when communicating with a bank). See a live demo at http://demo.secureclientaccess.com

11/26/2012

New Documentation added to the “Documentation Drop Down” menu

Credit Repair Cloud App Documentation, Credit Repair Guide, Marketing Guide, American Credit Repair Academy Training Guide, Founder’s Blog

11/24/2012

Recent Login Activity

Because of the sensitive client data stored in this system, we have implemented a security feature on the Admin Home Page to show if unusual login activity has occurred (ie: anyone logging into your account with your user ID and password. ) User ID and Password cannot be shared, so if your user ID and password are used from 2 different locations the account will be flagged safety and security of your client data.

 

11/23/2012

Business Stats Charts

Charts and graphs to display and monitor number of Active Clients, Affiliates, Leads, Revenue and Client Success have been added to the Admin Home Page.

 

11/22/2012

Drag and Drop Sort Feature for Library Letters

Library letters can now be moved and sorted by drag and drop.

11/10/2012

Facebook-Style Notification Icons

We added Facebook-style notification icons, for new leads, new messages (from clients, affiliates and team members) and reminders.  These really add a great aesthetic to the software and make it super easy to understand and use.

11/05/2012

Calculators

We added an assortment of financial calculators to help your client:

• Standard Calculator
• Mortgage Calculator
• Savings Calculator
• Credit Card Payoff Calculator

These new calculators can be found the “finance” tab once you’ve logged into a client.