SC - Importing a Report

All right, now we're live on Facebook.

Once again, thank you for joining. Welcome to today's class. My name is Jorge and I will be providing you the information that you need to not only get your credit reports from your clients credit monitoring system, but also I'll show you a very important sales tool that is available from the software itself that will help you get those customers in droves. So before we begin, I would just.

Like to go with a quick introduction.

Of what we will be seeing on today's class and a few more things. So just bear with me for a moment while I share my screen.

There you go.

So again, welcome to today's class for Credit Heroes and just a little bit about myself.

My name is Jorge.

I'm 34 years old and before working with Credit Repair Cloud, I have quite some time of background experience with customer.

Service and also IT professional services. My biggest clients, I would say have.

Been Sprint for telephone services.

I've also done customer service for Microsoft.

As a client and I've provided the.

Same services for Hewlett Packard as well.

As IT professional services. I would like to bring that experience to Credit Repair Cloud so that I can help make sure that all the information we have for you and all the knowledge from the software gets put.

In into our software classes. And of course that you can learn.

From all of this to not only improve your lives, but also to change everybody else's lives. This is the whole purpose of Credit Repair Cloud and I hope we can achieve that with our software classes as well. When I'm not wearing my customer hero uniform, I also like to spend time with family and friends and probably my biggest hobby right now is going to.

Karaoke and sing some songs.

But I also like to play video games. I'm really a huge gamer. Ever since I started using a computer, I've loved computer games. So that's basically what I do when I have some free time available and I'm not working on changing everybody's lives.

But also today with me I have my colleague Jella. She is our moderator for today.

She also been working with the customer service environments for quite some time. She has more than five years of experience there.

She loves helping people and you can also see that on her posts.

When she moderates our Facebook community, she's always in a positive mood.

And of course her get it done.

Personality has made her a great asset for Credit Repair Cloud. But I would like to have Jella.

Introduce herself to our cloud and just give us a few words. Go ahead, Jella.

Thank you, Jorge. Hello everyone. Hello Credit Heroes. I'm very happy to have all of you here. I hope you learn as much as you can and I'll be right here for any questions. Thank you.

Awesome.

Thank you Jella as she mentioned, she will be moderating today's class as well.

She will be providing information in the.

Chat box and also providing any relevant links of what we will be seeing today. So if you have any questions that that come up during the class, don't worry too much about it. You can just post them in the chat in the Q and A box.

That we have for our Zoom session.

And if you're watching us on Facebook, go ahead and leave a Like or leave us a Love React if you like our software sessions and if you.

Have any questions, you can also leave a comment in the comment section of.

Today'S class in Facebook and we will be more than glad to go over.

Those questions and near the end of the class when we'll have our Q and A session.

So this is what we will be having for today's agenda. We will talk about the Simple Audit. I'll show you how you can use.

This as a sales tool for your leads and any clients that might be.

On the fence before purchasing your services. We'll also talk about importing a report and how we'll tag negative items on.

That report and so that we can begin the credit dispute process.

We'll also talk about what to do when we need to add dispute items manually in the event that you cannot use the one click import feature. We also got you covered in those scenarios. We'll also talk about generating the round.

One letters and adding custom letters to the library.

We'll show you how the process will work up until the point where you.

Have to print out the dispute letters.

That will be sent out to the.

Bureau's on behalf of your clients and.

Also the different options that you will.

Have available when working on these letters. At the end of the class we'll.

Have a quick Q and A session for any questions that may come up during this class.

But if you have any questions that.

Are not covered by today's topic, feel.

Free to send us an email@supportcreditrepaircloud.com so that we can give you assistance on.

Any other issues you have you may have, or if you have any technical.

Situations there, our support team is more than willing to assist. Just make sure you contact us via email and we'll be glad to do that for you.

But let's say that you need a recording of Today's class because you joined.

In a little bit late.

Don't worry about it.

You can also send us an email and we'll be more than glad to give you a link for today's recording.

So now that we have just a quick overview of what we'll be talking about in today's class, I'll go ahead.

And share my screen again, but this time to show you how this would look in the software.

So let's say for example, you've already done your pre work of getting a.

Client onto the software.

You've already added their profile, you already have their contact information. They are very interested in what you have to offer as far as credit repair services go.

But before your client is willing to sign up for the service, they would.

Like to know how their credit fares. You know, they want to know if it's really worth it to have your.

Services and pay for them. So what we can do in the software is share them the simple audit. And I'm going to show you that right now. So you should be looking at my screen now and this is basically how the software looks. When you just log in, you will.

Be taken to the homepage where you have a lot of different options that.

You can use to get to the.

Different parts of the software. So for the sake of the class.

Just for the explanation that we'll have today, I'm going to go ahead and click on my clients, which is right.

Here on the right side. But you can also access it from the tabs that are located at the.

Top of the page.

I'm going to go with one of our sample clients that we have already.

Created in the system.

Just remember that the client information will.

Be coming in in different ways in your software.

One of them is by manually adding.

Their information, by going to add new client or when you get any leads.

That is where also you can change.

The lead status from lead to a client and they will be listed in.

This part right here.

Now I'm going to go with Ms. Harpoons.

This is a client that we have.

Created just recently, but I'm going to.

Show you how this would look on your end. So once you have a client, a.

Customer created in the system, they go.

Through several steps to provide their information.

To you so that you can help them with the credit dispute process.

This is done through what we call the secure client. And this is something that we see.

More in detail in our classes for adding a new client. We have a class for that on Monday, I believe.

And we also have another class during the week. I'm not really sure when that is because we actually changed the classes for the afternoon a little bit.

What I would suggest is that you.

Go ahead and take a look at our webpage where we offer an option.

To schedule a seat for our classes.

And look at the schedule that we.

Have there so you know which class you can sign up for. And that way you'll be reminded of.

When the class is going to begin. So you have some time to prepare.

And join the session on Facebook.

You can also watch our past session.

Recordings that we have on our videos.

Section and we'll actually go through these topics, you know, once, once per day.

So at this time we already have.

A client, we have all of their information. They have gone through the onboarding steps.

To provide their login details for credit monitoring.

Again, this is something we see on that previous class. So what I'm going to do right.

Now is just go ahead and show.

You how you will import their credit reports. So what we do here, there's actually.

Two ways you can do this, but both of them work the same way. You will go ahead and click on one. Click Import and Audit here, or you can also click on the right side on Import Online Credit Reports. It'll take you to the same place.

But it's just there for you to.

Actually go ahead and just do it real quick. It's right there at the beginning. When you do that, you will be taken to the import credit report window.

Where the system will tell you if the client has already provided their credit.

Monitoring details for login. If you look at the edit credentials, you should see something like this, but for the sake of the class, I'm.

Going to go with a sample report.

So that you can see how this.

Would look without actually having to go with a real account.

So once you have those details, such as the username, password, phone number, security ward, this is sometimes required by the.

Credit monitoring providers, so make sure those.

Are also shared by your client through their secure portal. And this way you can avoid any.

Issues with the login credentials in the system.

Once we have all this, we'll just go ahead and click on Import Report and run Simple Audit. What this will do is connect to the credit monitoring service and download the latest credit report that is available from that website and analyze the information so that it is presented to you both as a simple audit and also as a report of the items that are considered negative. So you can then dispute those items with the credit bureaus. For now, we'll take a quick look at the simple audit that shows you.

A lot of information that you can take advantage of to go ahead and.

Close in on that sale with your potential client.

Now you may have some questions about how this would work out. You know, how do I get a.

Client to sign up for credit monitoring? What we suggest this case is that.

As soon as you are contacted by.

A potential client, you let them know that the best way to help them improve their credit is by signing up for credit monitoring.

In this way, not only you are helping your customers have the peace of mind that any changes that happen throughout.

The credit dispute process will be available to them. They can see them on their own.

But it will also help you go ahead and work on the dispute process on their behalf with the credit bureaus. So what the software will do for.

You is create an analysis of your clients credit score and also provide more insight as to how that credit score can affect them in their everyday life.

So once you scroll down, as you can see this will have your company.

Logo and also additional details like your company address.

You can also edit that later. I'll show you how you can do that.

But for now we'll take a look.

At the information that is provided by default.

As you can see, this is a document that you can download or print.

Out so that you can share that with your client in person. This is a great opportunity to let them know what their score looks like, to see how their credit score is affected.

And what's most important is that you can preface your introduction to credit Repair with this quick comparison between how much a person with a good credit score will end up paying for a brand.

New car compared to what somebody with a lower than, let's say average or.

Lower than fair credit score would have to pay in the end once the monthly payments and the interest rates are considered. Now as you can see here, we're.

Not making any personal comparisons between person.

A or person B as saying, you.

Know, this person does this, this person does that.

We just give the heart numbers as to somebody with a good credit score of let's say 730 would have to end up paying for interest rate, how much their payments would be and the.

Total amount of interest paid out in the end. And of course how much they will end up paying for the entire loan on the car.

And as you can see this all ties in with, with the, the psychology.

Behind what makes people buy things. Now you're probably wondering how we make.

Those decisions and, and there's a real.

Simple answer, but I would like to.

Just Ask you if you're following me.

On Facebook or if you're with me.

On Zoom, what do you think is the main reason? Or what do you think actually makes people buy things?

What do you think would be something that makes us buy stuff or purchase things? You can leave an answer in the.

Chat window if you want, but just.

Go ahead and let me know what you think is it that actually makes us go ahead and say, you know what, I'm going to buy this. I'm going to shell out my hard earned money and buy that thing that.

I'm seeing right here. Okay, I see. Erica says the feel of needing it.

Yes, you're very close with that answer, Erica. And that was basically what I was.

About to get to.

Most of our decisions when trying to.

Buy things are based on feelings, on emotions.

We have to feel something regarding that thing we're going to buy. For example, if it's a brand new car, we have to first feel or have an emotion on how we feel once we get this object, this thing.

We'Re going to buy. And after the feeling, after the emotion.

Then we go ahead and try to justify our purchase with more logical explanations. For example, I want to buy a new car, but if I already have an old car, I'll probably try to justify my purchase by saying, well, my other car is already busted up. There's a lot of things I need to fix on it. It's better if I just go ahead.

And sell it and buy a brand new car.

If I don't have a car, then I would first think about how good.

It would feel to just go ahead.

And move around with my own car.

Rather than using public transport or getting a ride from somebody.

But then we would justify the purchase by saying, well, it would be a.

Lot more convenient if I just go.

Ahead and use my car to get to the grocery store and making sure that my car is brand new so.

It'S more efficient with the fuel, and so on and so on and so on.

But yes, exactly, Jella, you buy things when you badly need them. But first of all, we feel that need. We have an emotion towards needing something. For example, if I'm hungry, I probably start to feel a bit anxious because I haven't eaten anything and I'll just go ahead and buy some food.

But yeah, it's pretty much all based on emotion. So this simple audit ties in with that feeling of appealing to the emotion of your client by letting them know that with a good credit score they'll be able to pay less. But the Way we present it is.

Also related to another psychology trick which we call loss aversion. We are more willing to avoid losing.

Something than gaining something in this case.

So by showing the comparison between these.

Two individuals, we can tell them that person A actually paying less. But if you're person B, you are losing money by having, you know, a lower credit score and having to end up paying $10,000 more.

Again, this is because people are more prone to reacting emotionally to a scenario.

Where they would be losing more money in this case.

So we just build that simple audit around this concept so that you can, you know, show your clients how much they can change their lives by having.

A better credit score. Now beyond that, this tool is also very useful in analyzing their behavior for.

Other credit related activities. For example, any type of derogatory accounts will be shown here based on their credit report, any public records will be showing.

And it also lets them know, you.

Know, what these records do or how they affect their credit scores. For example, any credit inquiries or, you know, whenever they apply for a credit score. They will also be affected in their score whenever they apply for a credit.

Loan or something else. So this is important because when you.

Are helping them improve their credit, when.

You'Re doing the whole credit repair process.

You should let your clients know that they should not be applying for any new credits, at least while the process is going. There are ways where they can actually get a credit and work on that credit if they don't have one.

Because credit utilization is also something that affects both negatively and positively on their credit score.

And this is what I'm talking about.

Credit utilization is usually good when they.

Don'T go above 30% of what their credit allows. So if they don't have a credit, that may also be an option for.

Them to help them increase their credit.

Score by running, let's say, one or.

Two credit lines, but making sure these.

Lines don't go above that 30%, otherwise.

Their scores may be impacted negatively. And of course, there's an explanation of.

That right here on the paragraphs.

And you can definitely use this to.

Your advantage, let them know that whatever they have in their credit score on their credit report will affect them somehow.

And this credit analysis will give you all those details.

It also is a good option to.

Educate your clients and how they can work towards improving their credit. And it's just basically an overall useful.

Tool for you whenever you are talking.

To your potential clients about the benefits.

Of having somebody take a look and.

Working on repairing their credit in this case.

So once you have gone over this information with your client, we're pretty sure that they will be more than willing to go ahead and sign up for your services.

So once you have done this, then you can move on with the next step in the workflow in this case, which is taking a look at the actual negative items in the credit report. So once you click on that next button, you can go ahead and take a look at the newest report, which is right here. But if this is a client that.

Has already been working with you, you.

Will also be able to re import a brand new credit report from the credit monitoring agency so that you can.

See any change that have happened throughout the credit repair process. Usually this is done probably once a.

Month or so to make sure that.

You know, the credit dispute process takes.

Enough time to show these changes whenever you dispute items. But for now, we'll just go with the pending report, which is what we just imported for this client. This will be shown to you as.

A list of different items that you can work on. For example, if you have any personal information that is not accurate or that is, you know, unrecognized by your client.

You can simply select it. Let's say, for example, that the year of birth is not correct on, let's say, one or two of the reports.

You can just go ahead and select it so you can dispute that later on. Inquiries can also be disputed. These are not added by default, again because they may be valid inquiries.

So it's always important to check with your client to make sure these are.

Something that they did on their own. We know that there's scenarios where clients could be affected by identity theft. So it's very important to go over.

These details with your customers.

And then we have the public records. These are basically records of accounts that were either closed off, written off, you.

Know, bankruptcies, you name it.

All of these items that actually affect.

Their credit score, as you can see.

The software will automatically tag these items.

As negative and then you'll be able to choose a reason as to why you want to dispute those those records.

There's plenty of different reasons that you.

Can choose here, but if the reason is not listed, if you have a very unique reason that you wish to add to the list, you can just.

Go ahead and do so by typing.

It right here and then clicking on Choose Reason. Otherwise, you can just go with any.

Of the ones we have listed here. So for the sake of the class, I'm just going to go with random reasons real quick.

But you should go over these with.

Your Client and make sure that any negative items that need to be either.

Deleted or disputed because incorrect or they're.

Inaccurate, make sure that you go over.

These with your, with your customers. So let's just go and choose these. And the reason we have to choose this reason and this instruction is because once we have chosen this, the software will also include the relevant information and the dispute letters.

And I'll show you how that looks.

Once I'm done choosing these reasons. It looks like we're done here. I'm just going to go ahead and choose one of the inquiries. As you can see, once you choose.

It, it'll be selected as negative.

So you'll go ahead and choose a reason and an instruction. Okay, looks like we're done here. So what you will do in this case is go ahead and click on.

Save my work and continue to the.

Wizard or go ahead and show the dispute items. I suggest that if this is the.

First time you're doing it, that you.

Go with the wizard.

So it takes you step by step through this process.

So once we have clicked there, we.

Will be shown the actual steps you.

Can follow to create the dispute letters. So as you can see here, we're.

Back on step three, which is the.

Dispute errors portion of it. And this is where we will begin creating the dispute letters that will be sent out to the credit bureaus. So in pretty much all cases, if.

This is the first time your client is working on repairing their credit, you.

Will go ahead and go with round one. This is basically the initial communication that will happen between your client and the bureaus so that the credit dispute process can begin. This is where you let the bureau's.

Know that your client has found items in their credit report that are either inaccurate, incorrect or simply they should not be there. And this is when we ask the Bureau's to review that information and either.

Update it or delete it from the client's credit report. Now what you will do here, and.

This is based on what we've already.

Imported from the previous step, is go ahead and click on add saved or pending items. And here you will see the items.

That we have tagged on the previous.

Step and we'll just go ahead and select them.

Now there's a lot of debate in the credit repair community and in the.

Industry as to how many items you can dispute at a time.

We at Credit Repair Cloud, we're not, we actually focus a lot in the software, but we've also been in touch.

With the credit repair companies to make.

Sure that our software is actually Good enough, you know, and that it's actually.

Good for the credit repair business. So what we have heard is that the best approach of disputing items is.

By going with either three to five items at a time to avoid an issue that has been known as having the credit bureaus deem your disputes as frivolous. It happens that, you know, when you try to dispute too many items at.

Once, the bureau's will get back to you with that response and it will.

Be quite difficult to get back from that situation. So if you're not sure as to how many items you should dispute at a time, we definitely suggest going with three to five. But if you have any further questions as to how you can better approach the credit dispute process, I would definitely.

Suggest that you reach out to our online community on Facebook.

We have over actually already have crossed the 7,000 member mark just recently. So you can go ahead and either.

Look into the posts from the community and try to find, you know, questions.

About this that have already been answered because I'm sure there's a lot of questions about that. Or if your question is not there, you can just go ahead and ask.

It as a post and you will.

Have a lot of people taking a look at what you have to say.

And providing their own experience into the.

Mix so you have a better, a better background as to how you can approach these.

But for now, as part of the class, we'll go with just five items. For now we're not going above that and we're gonna go ahead and click on continue. What this will do is show you.

The items that you're going to dispute.

And it shows you, for example, that.

Some of these items are only showing.

For one or two credit bureaus. And that is what will determine the amount of letters that will be created. And of course also what type of items will be sent out as a dispute for the credit bureaus.

And now it's in this part where I would like to talk about what.

Happens when you cannot import a credit report. Right.

Because you know, let's face it, there's.

People out there that even though we're.

At 2019 already and everybody has a cell phone, there's a lot of people.

That are not too tech savvy or.

Might be a little bit afraid of technology. So they would rather have, you know.

Something on paper that they can show you.

Or you know, they might be technically savvy, but they're not signed up for credit monitoring just yet. But they already have a credit report.

For you that you can review and of course work with it.

It's really simple. You can just go ahead and add those items manually.

So the way you would do it.

The easiest way to do it.

For example, if you're already on the.

On this part right here, you can just go ahead and click on add.

New item and then you'll select the.

Credit bureau where the item is showing.

And then you can select from a list of creditors or furnishers that we.

Already have available for you.

But don't worry if you don't see it listed. You can also manually add the creditor and furnisher with their details right here.

You can also choose to add that creditor to a master contact list so.

That it shows up in the drop down if you are going to see.

That creditor or furnisher a lot more.

Times in the future. But for now we'll go with a random one. We'll just choose an account number and then as before, as we saw in.

The previous step, we'll go with a.

Reason as to why we're disputing the item and an instruction to the bureau.

So that they can go ahead and.

Work on getting that fixed for your client.

Now there's a few more things you can add if needed by clicking on more detail.

So for example, if you want to.

Choose this to be just for the same for all bureaus or different for.

Each one of them, you can go ahead and do so.

Usually you don't have to choose this.

The system will help you, you know.

Get these items disputed. You can also add another dispute item.

Once you have this one or otherwise you can just go ahead and continue. Once you do this, the new dispute item will be showing in the list of items to to add to your dispute letters. So let's go ahead and just wait for the system to process it. And just so you know, once you.

Do this, it will be listed right here. As you can see, we've already added this item.

We can select it and add it to the letters.

So once we select it and click.

On next, let's go ahead and go.

With the items we already had.

The letters will be updated so that you can dispute those items along with.

The ones you already have.

Now this is how the letter looks.

Before you actually save it. This is a text editor that you.

Can use in case you need to add, let's say additional words in case.

You want to modify something.

For example, the text that is up here, you can just go ahead and delete it for those letters. And as you can see Each one of them is customized to show only.

The items that are relevant.

For those. I'm sorry, for those credit bureaus, all.

Three letters will be just slightly different based on the items you're going to be disputing.

And because of this is a round one letter. Whenever you print these, you will also include your client's photo ID and utility.

Bill as method of identifying your client.

With the dispute process.

This is automatic. You don't have to do anything manually to add this information.

But if needed, on round two letters, you can go ahead and include those documents if needed.

But for this, for the round one.

That would be automatic for you.

So once you're happy with how the.

Letter looks, just so you know, this.

Will also show your client's signature at the end. Now, this is something that is set.

Up by your client in the secure portal.

This is something we see on the, on the classes for adding a new client.

But just so you know, this is also automatic.

You don't need to worry about that. Just make sure that the letter is right, that the reasons for the dispute.

And the instructions included in the letter are correct. And once you're happy with how the letters look, you can just go ahead and save those letters. From here, you'll just add a title for the whole, for all of the three letters. So, for example, in this case, we're going to go with round one. Brittany. As you can see, you can choose whether it's round one, two or three.

Usually you just go back and forth between round one and two and then you just stay on round two. But you have these options as well if you want to add more details.

To what the letters are for.

And this is something I want to bring up.

Once you save the letters, the system.

Will generate a task in the software.

So that you follow up with this.

Client and, and an amount of 30 days.

So this should be enough time for your client to receive a reply from the credit bureau stating whether an item was updated or if an item was.

Verified and of course, if an item.

Was corrected, if it was incorrect.

So it's very important that you stay in touch with your clients during this.

Process so that you know when they receive these letters and they bring them to you or share them with you.

This can also be done through the secure portal.

They can attach files.

If your clients are confident enough to, you know, upload images over the Internet.

They can do that, or they can just, you know, visit you and, and give you the letters, you know, physically.

But this is a good way to make sure that whenever you need to.

Follow up with a client, you will.

Be reminded of it through the software.

And I'll show you where you can see this.

The notifications will be the third icon.

On the top of the page.

They have a check mark icon, but it's a bit covered because we have a lot of unread notifications on our test account. But this is where you will be.

Able to see those. So once you save the letters, you.

Will be taken to the list of.

Letters for this client so that you can take a look at them. For example, by clicking on my saved letters, you will be able to see the list of letters that have been created for this particular client.

And you can either give them a.

Quick preview before you print them out.

You can also choose to print them.

Here, or you can edit them further before you send them out to the credit bureaus.

Now, there is a lot of questions regarding this as well. Like, and this is of course from.

From new clients, from new users that.

We get on credit repair cloud is you know, who sends these letters?

Is it the client that does it?

Is it us?

Can we send them electronically? And the answer is you are the one to send the letters. You're doing it on behalf of your client. And of course this is completely normal.

This is the process to follow.

What will happen is that the response from the credit bureaus will be sent to your client, not to you in this case.

Now, the only drawback here is that, you know, our software is very high.

Tech, but the credit bureaus are low tech.

They actually handle all of the inquiries.

Through physical mail, through snail mail.

So we still have to follow that process at this time. So for now, what you need to.

Do is just make sure that the letters are accurate, that you print them out and send them on behalf of your client.

And as you can see here, when.

You, when you look at the letters.

It'S pretty much the same text editor. You can just go ahead and work on, you know, completing any details that.

Might have been missed or making sure.

That you know, the language here is.

Appropriate for what you're looking for in obtaining with the credit dispute process. And once you're happy, you can just go ahead and save the letter once more.

And this is pretty much it as far as the import process and the letter creation process goes, what happens afterwards is that you will go ahead and.

Print out the letters.

You can either export them as PDF.

Files or as word documents and go ahead and send them the way of the credit bureaus.

We usually get questions about, you Know, what's the best way to format these letters?

Or whether I can. Whether you can format the letters to fit an envelope.

And that is something a bit outside of what the software does. But, you know, for example, you have the option of exporting the letter as a Word document so that you can work further on, you know, making sure.

The format of the letter fits an envelope.

Office and especially Word have functionality that allows you to do that, but that.

Would be something you can, you know, do separately on those. On those letters.

And that's pretty much it for now as far as the information on the class goes. But before we move on with the.

Rest of the sessions, I just wanted.

To show you a little bit more.

About the Simple Audit in this case. Now, as I said before, your Simple Audit will show you the logo, but.

It won't do it automatically. You actually have to put in your logo first.

The way you do that is by going to my company.

And from here, you can do a lot of different things with how your company information is presented.

But in this case, for the actual Simple Audit, what we will do is go here on the left side on Simple Audit. And from here, we can not just.

You know, upload our logo for the.

Simple Audits, but we can also create additional audits if we want to customize.

How this audit will look.

And we can also set one as.

A default audit if you wish to do that.

So, for example, here we can go ahead and choose a file to change the logo.

Let me see if I can find a file real quick to. To do just that.

Okay, let's see. I think I have one that might be useful for today's class. Just bear with me for a second. Once you choose the file and, and.

Upload it, it will be automatically changed.

And just so you know, this change will apply to any new audits that you generate using the import tool.

So if you already have previous audits, they won't be showing the new, the new logo just for you to be aware of that. But you can go ahead and add.

A new Simple Audit template here on.

On the right side at the top.

And the best part of it is.

That you can go ahead and go.

With the default text for the audit.

So you can just customize that instead of having to build one from scratch. So it's gonna take just a few more moments. And as you can see, there's brackets where the information should be presented.

Again, this is because this is a.

Way to quickly add that information. And if you wish to add additional brackets, you can Just go ahead and.

Copy and paste these onto the text. And when you save this audit, you.

Can choose to have it as your default audit for the, for the sales.

Process, or you can just keep it as an option before you, before you.

Put it, you know, as a default audit for your clients.

But this is just a way to.

Edit it, you know, a lot easier. And from here you can also change some information here.

For example, the, the car picture can be replaced. You can just go ahead and delete it and paste a new image.

But the numbers that we have here, we don't have, let's say, different types of.

Loan comparisons in this case.

But this would be a good opportunity to actually get in touch with local.

Businesses in your area that might be able to give you those details. That way, not only you'll be able.

To create a simple audit that is, you know, built towards many different types.

Of clients, but it's also a good.

Opportunity to establish, you know, relationships with.

Businesses that may become affiliates for you.

This is something that we don't talk about in too much detail in our.

Classes, but just so you know, there.

Is a way for you to create, you know, communications with other businesses that.

Can help you bring in leads, and.

That is by having affiliates.

The way you can do that.

I'm just going to go ahead and.

Click on back here because again, it's just a simple text editor.

There's really not much to talk about.

On the audit editor. But when you have affiliates, you will.

Be able to give them access to.

A secure portal just like a client would. And these affiliates will be able to.

Gather potential client information for you and.

Send it your way using the software.

Instead of having to, you know, email.

You back and forth.

The great thing about this is that.

The way you do, you can do this. You could just go ahead and reach.

Out to a local business, let's say.

A car dealership or a mortgage broker.

You could even talk to local banks.

In your area and have them become.

An affiliate for you. And you can make, you know, business arrangements as to whenever you have somebody sign up under your service, you can, you know, give them some type of commission. But the great thing about it is.

That they'll be able to send you messages through the secure portal as well.

Let's see if I have an example here.

On all messages, I believe we have a couple of affiliates. Yes.

For example, you can break down the.

Messages you receive on the software by affiliates, and they can either let you know of a potential client and give you their details. And also upload information, or they could.

Simply just go ahead and upload a.

Lead directly into your software that will show up under your new leads notifications.

That way you can just go ahead.

And take a look at the profile.

And if you have somebody that takes care of processing those clients for you, you can just go ahead and let.

Them know, hey, here's a lead.

It's been updated and it's assigned to you. Go ahead and make that sale.

Right?

So this whole process integrates the software.

And allows you to scale your to.

Ensure that you have not only a good stream of incoming leads from your web lead form. We talk about this also in the classes for setting up your website, but.

Also by having affiliates sending you those potential clients your way. And it all ties in with the ability to scale your business to make it grow and of course, if possible.

Turn you into one of our millionaires for courier repair. And this is just a quick segue into what we'll be talking about once we're done with the Q and A session. So we're pretty much done with today's class. I just want to go over our Facebook comments section to see we have any questions. If you have any questions and you're.

With me on zoom, just go ahead and leave the question either on the chat box or in the Q and A box and we'll be more than.

Glad to go over those.

So let's see here. Okay, let's see.

All right, I see that Jela has been providing a lot of links for what we have seen so far. Thank you very much, Jela. Thank you for providing the links also.

In the chat box.

So, yeah, it looks like we don't have any questions right now.

But before I end the class, I.

Would like to talk about an event.

That is coming up and that is a huge deal for us at Credit Repair Cloud.

If you haven't gone to our Expo for credit repair, I definitely suggest that you take a look at our Expo website.

My colleague Jela will be posting a link for that also in our chat window and in the comments section.

But basically our Credit Repair Expo is coming in on May and it's going to happen in Dallas, Texas.

We're going to have a lot of.

People from the credit repair industry coming in and provide, you know, their, their expertise to talk about their experiences with credit repair. And most importantly, we'll have plenty of.

Our credit repair millionaires join us in our Expo for May and they will.

Be talking about, you know, their, their.

Strategies for growing their business.

You know, they'll talk about growing up using our software as part of their.

Business tools to do that. And right now, since it's still a.

Long way to go before May, we.

Still have like what, six months, something like that.

You can still reserve the tickets and get early bird pricing. But beyond that, I would like to say that this is a unique opportunity for you to, you know, get in.

Touch with people that have been successful in the industry that have been able to change not only their lives, but.

Also their customers lives by fixing and.

Repairing their credit scores.

And basically we'll just have a lot of fun. The Expo will go for three days and we'll talk about many different things.

For example, on day one, we'll be.

Talking about what is it that you.

Need to make sure your business has.

Good foundations and of course, strategies to make sure you can achieve that. On day two, there'll be discussions about.

How you can grow your business, how you can serve thousands of people for credit repair, and also how you can.

Grow your business revenue without having to add additional clients. And of course, on day three, we'll have our speakers show you their secret strategies behind what they do to be.

Successful in the credit repair business and.

How they use our software to automate.

Their processes so they can both make.

More money and also give more to their communities and of course make a.

Bigger impact in the world. Again, if you are interested in joining us in the Expo on May, you can go ahead and visit this website, reserve your ticket.

There's also additional information about, you know, our previous speakers that joined us in our 2019 expo. But you also have. We'll also have a questions and answers section and any further updates about who.

Will be joining us as a speaker.

And the topics that will be discussed.

During the Expo will also be provided through this page.

So I definitely suggest that you go ahead and take a look at it and if you have any questions about the Expo, or if you have any questions about anything that is related to this great event that happens once a.

Year, you can definitely send us an.

Email that would be supporteditrepaircloud.com and we'll be more than glad to help with that. Just so you know, this is a limited availability event. We only have about a thousand tickets. So as these tickets start to run.

Out, the pricing will also change.

So make sure you take advantage of, you know, the early bird pricing right now. And of course, if you have any.

Questions about the process, about vendors.

Because if you want to be a.

Vendor for the event, you can also get in touch with us and we'll.

Be more than glad to take care.

Of you in this case. Let's see if any other questions came.

Up during this time just to be sure. I'm not leaving anybody behind.

Okay.

Erica, thank you very much for your comment.

I'm glad that you are enjoying the class.

Let me just check Facebook once more because I'm a Facebook addict and I.

Love checking the statuses every 30 seconds or so. Okay. No, it looks like we're good on Facebook. Well, that's awesome.

I'm glad I was able to deliver.

This information for you so that you.

Can, you know, improve your processes in.

Your credit repair business and that you.

Can take advantage of our software to do just that to make sure you don't have to spend too much time focusing on, you know, how things work and you can focus on taking care of your customers. So it looks like we're out of time already.

I want to thank you all again for joining us on today's class and.

I hope I can see you next time. Once again, thank you and hope you.

Have a great day. Bye. Bye.