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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
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.
Trigger a job on credit report import
On Credit Import create a new job record that details when they started the import
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
Limit freemium role
Only allow imports via SmartCredit No access to all letter templates AI Remix functionaility is paid only No tradeline page access
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.
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
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
AI letter remix
Allow the option to remix letters to make them more unique and not just a template
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
Funding page (WAY FUTURE)
In addition to credit repair we also want to allow our users the ability to offer funding to their clients