Daniel Rosen walks through Credit Repair Cloud's workflow: import a credit report, run an automated audit, and create disputes across all three bureaus in one click. The Simple Audit Report educates clients and helps close sales.
Okay, now we get into the fun parts. Import, audit, and tagging. Okay, this next step is very easy because your client has already shared their login details to the credit monitoring account that they have just opened. Okay, now, in the past, this is what used to take so long. We used to have to retype all the data from the credit reports, and that would take hours and hours. And by spending so much time on one client, there's no time for any other clients. So here's why Credit Repair Cloud is so awesome. We go into the client's dashboard and we click this button that says one click import and Audit. Up here, we see the client's login details to Credit monitoring, and they're already saved because the client already added them. Now we click this big button that says, one click import and run Simple Audit. And Credit Repair Cloud starts to work its magic. It connects to the credit monitoring site, it accesses the report data, and then it imports and analyzes that data. And now it's created this awesome credit audit report. This Credit audit report explains all the issues on our potential client's report. It's kind of like when you take your car to the dealership and they give you this big printout telling you all the things wrong with your car. This is the same for your client. It shows all the issues on their reports and how they are hurting their score. It explains how credit repair works, all the benefits, what you can do to help them, and all the things they can do to help speed up the process. This Simple Audit Report makes the whole process very, very clear and very transparent for your client. And what's even cooler is it gives you the perfect script for your sales consultation. Because everything you need to say, it's right there in the report. You just read it out loud with your client and close the deal right then and there. This Simple Audit report is your greatest sales tool ever. And that's why I believe that giving them something of value like this for free is the very best way to close the deal. Now, once you've gone through the Simple Audit Report with your client, then we move on to the next step, tagging and saving all of our disputes. Remember how we imported that credit report in the earlier step? Well, we didn't quite finish the process. That report is now saved as pending. So now we want to go view that report. So to do that, we just click here where it says, after sharing audit Next. And we click this green button that says, view my newest pending report. And now we see all the data that Credit Repair Cloud has imported from the three bureaus, Equifax, Experian, and transunion. Up here at the top is all the personal information for our client. Now, here's a tip. If there's information up here, like names or addresses that your client does not recognize, that is a sign of identity theft. So we want to remove those. So if we want to dispute something in this personal information section of the report that isn't correct, we just click on it, and it creates a dispute. Then we scroll a little further down, and we can see all the inquiries. And if we want to dispute any inquiries, we just click on them, and that creates another dispute. And then down here, we just follow the red arrows. Here we choose a reason that we're disputing the inquiry, like, this inquiry was not authorized, and we choose an instruction to tell the bureau what to do. Like, please remove it from my credit report. And then we scroll further down, and you can see that credit Repair cloud has analyzed the reports, and all the negative items have been highlighted in red. So now we just go through the report looking for items in red. And for each red item, we choose a reason of why we're disputing this item. We might say, please validate this account, or one of these other choices, and we add an instruction of what we want the bureau to do. Like, please remove this from my credit report. And as we scroll down, we repeat this for each item that's flagged in red. And then when we get to the bottom, we need to save our work. Both of these buttons will save it, but to save time, I'm going to choose this button on the left that says save and continue to the wizard. And now we've saved all of our work, and we've just planned out the entire life cycle of our client. So let's move on to the next step.
