Feature Requests

I would love to have the ability to add a unique link to each affiliate that they can post on their site, or send to their list that allows their clients to sign up via the client self-service signup but gives them credit. This way it streamlines the referral process for our affiliates. I have several agencies that don't want to enter client information into a portal, just have a link to send a referral.

I'm always on the go and CRC really doesn't work on my phone when I'm out. An app would be appreciated!!

add to export feature all my clients to include the 3 credit beauru scores

I would like a feature in the Affiliate tab that allows me to follow up with my affiliates or set up reminders. This would help me manage my affiliate relationships more effectively and ensure timely communication.

For years I have had to enter Balance and Open date manually as the dispute reasons because I do not identify the dispute reason per account but within the overall letter. But it is important for better results to add the Balance and Open date of the disputing account so this is always the most tedious part of having to manual alter every letter I produce. We need other options.

What i am meaning is not just having Experian Equifax & Transunion ChexSystems CoreLogic nctuue the work number Innovis like them so that everything is dispute there credit cloud.

Currently, when exporting an affiliate report, it lists everyone assigned to a client, which can lead to inaccurate information about the referral partner of that client. It would be much easier if the report included a column with the referral partner information, similar to other data provided. This addition would streamline the process and ensure accuracy.

I want to charge existing clients immediately after adding their card details, but the current system requires setting a payment due date. I need an option to trigger an immediate charge once card details are saved, without waiting for the due date.

I find the current process of invoicing existing clients and collecting payments cumbersome. It involves multiple steps: creating a manual invoice, sending it for approval, and then separately collecting card information. I wish there was a streamlined process similar to the self-service client signup, where clients could review the invoice and pay immediately in one step.

I would like to have more customization options for my landing page, specifically in terms of layout and colors. Currently, I can only modify the image and the 'About' text, but having the ability to change colors would greatly enhance the visual appeal and branding consistency of my page.