Feature Requests

I need the ability to automatically enable client onboarding when a client is added through the API, including Zapier and WP Forms, without requiring manual activation of the secure portal. Additionally, instead of requiring clients to receive an email and click a link, I need the ability to have the secure client access and Credit Hero Score links to be displayed directly on the onboarding page. The information that would typically be sent via email should be retrieved via API and shown immediately on the onboarding page while the client client is being created. This would allow for a seamless experience and increase conversions by providing instant access without extra steps. Please let me know if this can be enabled for my account or if there is a workaround. This is urgent as I am launching a campaign and need a smooth, fully automated client intake process.

I am requesting an option to automatically enable client onboarding when a client is added through the API, including integrations such as WP Forms and Zapier. Currently, the system requires manual activation of the secure portal, which disrupts the automation process and limits the efficiency of client management. This functionality is critical to my workflow as I am preparing to launch an advertising campaign, and this is the final issue I need resolved beforehand. The inability to automate onboarding affects my ability to scale my business, streamline operations, and provide a seamless experience for my clients. I would like to request either: A setting to automatically enable onboarding for API-added clients A workaround that allows for a fully automated client creation and onboarding process If customization is possible, I would like the flexibility to enable this feature for my account. Please escalate this request to the appropriate team and let me know if there is any way to implement this solution. I appreciate your prompt attention to this matter.

I would love if you can integrate myFICO as an import option for reports. It’s more accurate to what my clients need. I specifically work with mortgage brokers and this has all the mortgage scores. I don’t want to have to create my own software and would love to continue using CRC.

We need a way to send SMS alerts to clients, when their billing fails. in 2025, majority of people do not check their emails, nor want to talk on the phone/answer a random phone number (i'm the same way and much rather read a text later on). Previously, while using chargebee-We were able to build a ZAP in zapier, that sent a SMS text alert to clients when their chargebee billing failed, through a sms app called CLICKSEND (see attached). This worked perfectly, because clients would contact us almost immediately or they would at least notice a text, much faster than email alerts (that are probably sent to spam or a inbox with over 100+ unread emails). As of today, we use the self checkout feature (which sadly does not support chargebee payment plans as of now), so we lost access to our billing sms alerts, because we are forced to use CRC Billing for now. We can not build a zap for declined billing now, because CRC Billing is not in zapier AND CRC does not have a "payment declined" trigger in Zapier. I also searched Coastal Pay and NMI in Zapier (since these are the merchant/gateway for CRC Billing) and also found nothing! Answers to Keenan's Questions, that i'm sure he will ask: Why is SMS alerts important? Clients are more likely to see a text, instead of emails. How would SMS alerts be setup? Either CRC could build this within their software OR add a "declined payment" trigger/alert to zapier, so we can build our own zap as described in my request above, using 3rd party apps, such as CLICKSEND. What should the SMS say? Something in the lines of: "Your recent payment for (insert company name) has declined, please contact us to update your billing, etc" How often should a SMS be sent? Each time a payment declines, even during dunning. What benefit would this have on business? We have seen a decline in clients updating billing, since we were forced to use CRC Billing. When we had chargebee and was able to build a zap for SMS alerts, we recovered double the amount of payments.

QR CODE to wave on the screen for client to pay. This this will authenticate that the client made the payment so that they don’t tell their banks that it was fraud. This will save a lot of money to the industry.

An area where I can type how much they paid and all the times they paid with out card.

We should have the login information drop down menu to import clients credit reports. Instead of typing in all their personal information first then having to enter the login credentials after. That would save tons of time and just send the client a quick audit.

Please add a feature (banner, popup, etc.) that alerts you when CRC is about to time out. Have it setup with options asking if you'd like to stay logged in or not. This feature will allow you to keep working and not lose unsaved information, such as detailed dispute letters.

this is a nuisance that we can't switch a client from ex: identity iq to smart credit and also that you PUSH credit hero. we should be able to easily switch companies for our clients as needed

Clients are not able to enter middle name or suffix when they sign up on the self checkout feature. We need this added. I'm sure Keenan will see this and ask the following questions. I have already answered them for you:: Why is this important? For one, it saves us time by reviewing license/credit reports and going back to edit their name. If someone is a JR, SR, etc and it's not listed on our disputes, the credit bureaus may not verify their identity and not process disputes, if their full name isn't listed. What steps should be taken to add this to the self checkout feature? I'm not a software developer, so only CRC developers can answer this.