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Feature Requests
Please be as descriptive as possible of how you’d imagine the feature to work in CRC and your reasoning behind the request. We’re excited to review your idea!
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Automatic saving of documents to Additional Documents
It would be beneficial if documents uploaded through the client secure portal could be automatically saved to Document Storage > Additional Documents. This would streamline document management and ensure all relevant documents are easily accessible for the disputing process.
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Hi a request for an action plan to be implicated that I can send to my clients on what they need to work on on their end, like paying down utilization, if they choose to do a pay to delete etc, when to apply for a credit card how they can help the process thanks
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Mobile app for viewing email inbox
I would like a mobile app that allows me to view my email inbox from Credit Repair Cloud. Currently, there is no dedicated mobile app for this purpose, and accessing emails through a mobile browser is not as convenient. Having a mobile app would greatly enhance the user experience by providing easy access to emails on the go.
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Internal communication for team members
I wish there was an internal communication feature within Credit Repair Cloud for my virtual assistant and team members. It would be beneficial to have a built-in chat system for seamless communication among team members, similar to how the secure client communication works. This would streamline our workflow and reduce the need for external tools.
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Host client-facing courses on CRC platform
I would like to create a course for my clients to learn about credit building and personal finance. It would be beneficial if Credit Repair Cloud could host these client-facing courses directly on the platform, allowing seamless access for clients.
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Edit HTML for Self-Service Client Signup Page
I want to improve the appearance of the Self-Service Client Signup Page, but I'm unable to edit the HTML or change the page layout. It would be beneficial to have the ability to customize the HTML to make the page look more professional and aligned with our brand.
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CRO Mobile App
It would be a great idea to have a CRO Mobile app, just in case we're not around our computer, so we can look at the app and provide the information our clients need, rather than having to wait until we get to the computer.
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Automated Dispute Letter Generation
I want to automate the generation of dispute letters in Credit Repair Cloud (CRC) without manual intervention. Ideally, the system should automatically create letters when a new client is added, using saved dispute items. This would streamline our workflow and reduce manual effort.
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Assign specific billing plans or special pricing for referrals from a particular affiliate
I need the ability to assign specific billing plans or special pricing for referrals from a particular affiliate. This feature would allow me to offer customized pricing to clients referred by specific affiliates, enhancing my partnerships and potentially increasing referrals.
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Add letter to Onboarding process
I want to upload a letter as part of my onboarding process and send it to existing clients. Currently, it's not possible to add a letter to the Onboarding process, which limits my ability to streamline client communication. It would be beneficial to have this feature to enhance the onboarding experience.
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