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Dispute process streamlined
for Canada users.
We have added a number of features to
our software to make it fully compatible with Canada
laws, and to allow the user to adapt the software to
the Credit Repair Business the way it is done in
Canada. Some of the features include:
- Configure the software
to use:
- ZIP code or Postal Code
(Canada).
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SSN or SIN (Canada)
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Postal codes: now the program is provided
with the complete list of Canada's Postal Codes.
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Dispute wizard: now the program includes a
complete set of data content that is used by the
dispute wizard process to generate unique
letters. This new content includes the sections
of the Canadian Credit Reporting Act.
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Country auto selection: with the
implementation of the Canadian Postal Codes, the
system will automatically select the country
(USA / Canada) and automatically propose the
best dispute letter based on the selected
country, selected item and reason of dispute.
This streamlines the dispute process and
prevents users from selecting the incorrect
dispute style involuntarily.
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Canada dispute style letters:
w
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CR: 08/02/2012: Auto email to clients
when a dispute is "printed".
CR: 08/01/2012: Routing number lookup
CR: 07/31/2012: Welcome Letter button added to
sCases1.
CR: 06/25/2012: CASES073.FRX new
CR: 06/25/2012: CASES033.FRX format updated. (more
fields)
DR: 06/14/2012: CASES038.QPR new (Created for Tony
Nassim)
CR: 05/09/2012: Added Delete Importer CR in Cases1
CR 01/16/12: Save Credit Report when the lead is
saved.
CR 01/12/12: Cutomers to upload
CR 01/12/12: When a case is reassigned, customer
should be able to select a case status.
CR: 12/05/11: CASES007 (excel) and ARCHIVE010
(excel) created.
CR: 10/14/11: CASES005: Updates with totals per
status. This is a complex report.
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Bank lookup by routing
number.
Don't waste time selecting and validating your
customers' bank accounts. Now you can easily locate
bank account by entering the routing number. The
system is loaded with a complete list of routing
numbers and their corresponding banks.
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New macros.
The following list of macros has been added to the
system:
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@BANK_NAME@ |
Customer's bank account: Bank name. |
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@BANK_BRANCH@ |
Customer's bank account: Branch name. |
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@BANK_STREET@ |
Customer's bank account: Branch: Street
address. |
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@BANK_CITY@ |
Customer's bank account: Branch: City. |
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@BANK_STATE@ |
Customer's bank account: Branch: State. |
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@BANK_ST@ |
Customer's bank account: Branch: State. |
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@BANK_ZIP@ |
Customer's bank account: Branch: ZIP
Code. |
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@BANK_ACCOUNT@ |
Customer's bank account: Account number. |
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@BANK_ACCT4@ |
Customer's bank account: Last 4 digits
of account number. |
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@BANK_ROUTING@ |
Customer's bank account: Account routing
number. |
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@BANK_TYPE@ |
Customer's bank account: Account type. |
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Improved speed of the
Creditors search.
The Creditor's search method was completely
redesigned to improve its speed. Now you can search
through the 7,000+ Credit Reporting Agencies
database in seconds (incremental search with sear by
example).
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Auto identification of
derogatory items imported from credit reports.
This new feature works within the credit report
importing module. Now the system has ability to
identify items that show derogatory information in
the credit report (30, 60, 90 CO, RF, etc). These
items are identified in red
in the leads module so the user can
easily spot them and ask questions to the Client.
This new feature makes identifying derogatory
information even easier.
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One-click dispute filtering
makes browsing easier.
Imagine a file with over 20 derogatory items being
disputed. Now by clicking on EquiFax logo (or any of
the others) the system will filter the dispute
letters (from all rounds and all the items)
belonging to that selected Credit bureau. This make
it easier for the user to find items to respond or
follow up, reducing the time required for
processing.
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Letters to data furnishers
(Creditors, Collection Agencies).
Now it is easier than ever before to send dispute
letters and validation letters directly to the Data
Furnishers (rather than to the Credit Bureaus).
Simply click on the new "Furnisher" check box and
the system will auto generate a Furnisher's dispute
letter with specific content.
With this update, the software will also download a
set of new dispute letter styles and a database of
content to make those letters unique, just like the
letters sent to Credit Bureaus.
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One-click multi item
response.
This new module allows you to enter responses to
multiple items from credit bureaus with just one
click.
Now, when you click on "Response" the system will
detect if the dispute letter that you selected has
multiple items, if so, the system will open a new
screen that allows the user to select the responses
to all (or part) of the items originally disputed
with just one click.
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If the items were repaired of deleted: the
system will generate a "Per Item Fee" invoice
(if needed), update your Client's account and
update the item accordingly. |
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If the items are still in the credit report: the
system will generate the dispute letter for the
next round automatically for you. |
This is a very easy to use feature that increases
efficiency by reducing the time required to process
responses from credit bureaus. |
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Detailed case status
tracking system.
This new feature allows you to track the number of
days that each case spent on each status of your
pipeline. Now every time you change the status of a
case, the system registers:
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Date and time in
which the status of the case was changed. |
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Number of days
that the case stayed in the previous status. |
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User that changed
the status of the case. |
This new feature is also provided with a set of new
reports that allow you to identify possible bottle
necks in your process!
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Automatic emails to clients.
Do you want to send an email to your clients when
their cases reach a certain point in the pipeline?
Now this can be done automatically.
This new feature allows you to specify the subject
and body of the email that will be automatically
sent to your clients when their cases reach a
certain status. You do not have to do anything,
simply change the status of the case and the system
will send the email to your client automatically.
All what you need to do to activate this feature is
to enter the text of the body of the email for the
desired status in the Catalog of Statues and Tasks.
You can also enter macros by simply right clicking
on the text box and selecting the macros from the
drop down menu. These macros will be replaced with
the corresponding value before the email is sent.
Some macros include complete Client's information,
Sales Rep. name, Processor's name and more.
This is a useful feature that guarantees that your
client is aware that his case is moving along the
pipeline.
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Report filtering.
Your software offers a long list of reports that are
grouped by sections (Leads, Active Cases, Archive
and more). Now with the new filtering option you can
enter a portion of the name of the report and the
system will filter the list of report showing those
which names contain the string that you entered.
This helps you find reports more easy improving the
usage of the system.
For example, if you enter "Status", the system will
show all the reports that contain the word "status"
in its description like:
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General - Case average time per status. |
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General - Cases per Status. |
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General - Cases registered between dates by
status. |
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