Planned
Credit Freeze Letters + Bureaus
The 3 main bureaus are equifax,transunion and experian but there are other bureaus where we want to send letters such as credit freezes
J 6 months ago
Planned
Credit Freeze Letters + Bureaus
The 3 main bureaus are equifax,transunion and experian but there are other bureaus where we want to send letters such as credit freezes
J 6 months ago
Client Referal system
setup a referral system for clients potentially allow clients to refer others and they can get some type of incentive? customizable in the teams function.
J 7 months ago
Client Referal system
setup a referral system for clients potentially allow clients to refer others and they can get some type of incentive? customizable in the teams function.
J 7 months ago
In Progress
Redesign Document Page
Removing agreement assignment off of client info page and assigned to document page. Upload page includes 3 separate sections now Proof Of Identity (Id cards,driver license etc..) Proof of address Support docs Show a table for this users can upload multiple instead of 1 like proof of address or identity
J 7 months ago
In Progress
Redesign Document Page
Removing agreement assignment off of client info page and assigned to document page. Upload page includes 3 separate sections now Proof Of Identity (Id cards,driver license etc..) Proof of address Support docs Show a table for this users can upload multiple instead of 1 like proof of address or identity
J 7 months ago
Completed
Limit freemium role
Only allow imports via SmartCredit No access to all letter templates AI Remix functionaility is paid only No tradeline page access
J 7 months ago
Completed
Limit freemium role
Only allow imports via SmartCredit No access to all letter templates AI Remix functionaility is paid only No tradeline page access
J 7 months ago
Free trial expired email
After the trial period has ended (7d) Notify the user via resend if they haven’t already signed up for a subscription Check subscription table if they have a record or are apart of a team that is active if not notify them.
J 7 months ago
Low Priority
Free trial expired email
After the trial period has ended (7d) Notify the user via resend if they haven’t already signed up for a subscription Check subscription table if they have a record or are apart of a team that is active if not notify them.
J 7 months ago
Low Priority
Better Notis
Ability to notifiy clients when changes happen on their reports ex. Importing a new credit report let them know an analysis is available for view, Updated Statuses or even if we sent out letters on behalf of them. Teams can enable / disable these notifications in the management system
J 7 months ago
Better Notis
Ability to notifiy clients when changes happen on their reports ex. Importing a new credit report let them know an analysis is available for view, Updated Statuses or even if we sent out letters on behalf of them. Teams can enable / disable these notifications in the management system
J 7 months ago
Client Portal Onboarding
Update the flow for client portal onboarding. We can setup a step form that lets users come in and confirm information, upload docs, monitoring and sign agreements
J 7 months ago
Client Portal Onboarding
Update the flow for client portal onboarding. We can setup a step form that lets users come in and confirm information, upload docs, monitoring and sign agreements
J 7 months ago
Credit Builder
Implement a DisputeTitan credit builder option that users will be able to offer their clients we can offer them an affiliate % for having users sign up
J 7 months ago
Credit Builder
Implement a DisputeTitan credit builder option that users will be able to offer their clients we can offer them an affiliate % for having users sign up
J 7 months ago