Client Consultation Booking Page

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.

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

Mobile App (Client Portal Version)

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

Integrate ChargeBee

Another option of a payment processor

Monthly Progress Reports

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

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

Notes + Tasks + Reminders

Metro 2 Letters

Schedule Tool

Allow potential leads to schedule a consultation with teams Integrate a 2 way connection between Google Calendars

PDF Credit Report Upload

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

Credit Report Summary Analysis Report

Trigger a job on credit report import

On Credit Import create a new job record that details when they started the import

Client Chat Page Update

Also include the last message that was sent in the scrollbox

Limit freemium role

Only allow imports via SmartCredit No access to all letter templates AI Remix functionaility is paid only No tradeline page access

Learning Center 2.0

Update the current learning center to also include software navigation

Refactor HeroMailer

AI letter remix

Allow the option to remix letters to make them more unique and not just a template

Integrate Tradeline supply

Lead Pages

In addition to client portals we’ll offer lead generation pages where teams they can direct traffic to view their credit repair company

MyScoreNow Integration