Feature Requests

There is no DOB, ADDRESS or SSN on the self-checkout form. The point of self-checkout is to make our business EASIER, not HARDER! It's tough enough only being able to contact clients by email, but most of them do not check their emails regulary and also may end up in spam. We can not send dispute letters without this information.

Many people randomly submit their information on the website over night and think they are done. It would really help if the client can upload their docs, sign agreement (based on the payment plan they select) and complete credit monitoring throughout the initial online sign up process on the website and allow them to fully create their portal, without waiting for us to send the work tasks. There has been many times a customer will sign up on the website after business hours and by the time we're awake the next work day, the client changes their mind, doesn't respond or simply don't check their email to complete the enrollment. Signing up should be a 1 step process and be easier for the client and the CRO.

I recently received a notice that TinyMCE is in read only mode, which basically means I no longer can edit my letters online. Can someone help me with a fix on this?

I'm facing a challenge with potential clients only inputting 3 digits of their SS# during sign up, instead of the required 4. This prevents us from converting them into clients. I suggest a feature that would prevent potential clients from proceeding if they only input 3 digits. Ideally, they should be stopped with a red warning that they must input 4 digits.

Why did we lost all very important client Memo's? This is a crucial part to provide proper help to the clients. Not all are the same. Please retrieve that data.

Please put the newest message at the top. It is time consuming to scroll all the way through all the messages to get to the one that is relevant. This needs to be done on all ends, the Client's, affiliates, and the messages we receive.

add a client search button in the top of every page

Hi I am the owner of my credit business I would like to monitor my team member message to client to make sure each client is being handled appropriate