Feature Requests

It would help to have the ability to add the sign up form not in a way where they will have to scroll on my website I’d like to be able to have the simple sign up page like the generic site on my website and have it take them to payment after in a way that’s smooth and looks clean

On the generic website there are plans clear and outlined. When I make a website there’s not a way to use that same clean page for plans. It would help to have a nice and clean option to add the plans to my website.

A BUTTON ON THE SIDE THAT SAYS WHERE THE CLIENT CAME FROM WHICH AD. We can make the buttons just like making the client buttons. Example: Referral Facebook Instagram Google And on the client we click one of these. So we always know and calculate our lead source and how well they are doing

When a client enter their card to pay for the $1 trial on credit hero score, it will DECLINE if the card has a different billing address than their current address. It is very draining having multiple clients sign up each day, then claim their card declined while trying to pay for the $1 trial on Credit Hero Score. Some clients quit and give up, then we're never able to get in contact with them. Others call, being aggravated their card is declining for some reason. This takes HOURS out of our day, having to walk clients through fixing this issue. SEE ATTACHED: When signing up, there is NO OPTION for the client to use the correct billing address. Even when the card fails, there is still no option. ALSO ATTACHED: We then have to advise the customer to log out, then log back in and a different payment screen will appear, giving them the option to update their billing address. I had to do this for at least 10 new customers this week and it wasted hours of my work day, emailing them instructions, walking them through it, explaining nothing is wrong with their card, etc. SOLUTION: We need to include "use different billing address" on the initial card info screen as attached. BONUS: It would really help if there could be a note, advising to be sure to use the correct billing address and we can not use pre-paid cards for credit monitoring.

It would be very helpful if CRC would add a trigger to zapier, that notifies zapier when a payment decline for a customer. This allows us to automate a SMS text through our texting app, built into zapier. We currently use this with our chargebee clients and so many clients THANK US, by having it setup to where they receive a text alert, when their payment fails. So many people today, do not check emails and most go to spam. Please consider adding a trigger to zapier, when a payment fails and allow name/phone number/email totransfer over, so we can build the best automations for this.

On the old sign up form, clients had the option to add a spouse. It is not available on self-checkout, meaning a couple has to sign up twice and put their card on file TWICE. This makes a client feel uncomfortable adding their card on file twice, along with making it confusing for us to know who their spouse is, if they sign up days later.

We should modify the step 4 page, during credit hero score. Noticed on the first screenshot attached, it tells the client their identity has been confirmed and sample scores at the bottom. This makes many clients think they have completed the enrollment and they don't scroll down to pay. Now take a look at my second screen shot, showing how it could potentially look with the payment section showing at the top, letting the client know there are not complete yet. This could help those who are rushing to sign up and don't scroll down to see they have to add their card on file again, for CHS.

I was able to make adjustments to the names, logos and addresses of the Credit Bureaus in my CRC trial period that ended last month. Below is a screenshot of how it represented the 3 Credit Bureaus I work with in Jamaica. How can you help me to get this done now in my Masterclass CRC account? Attached are pictures of what I was able to do before, and now I am only being allowed to change the address after signing up for the Masterclass.

When a client comes into the system, they are technically not a "client" until we have everything we need to start. ID, POR, SSC and log in credentials to credit monitoring. It would be nice to identify in the client list who is ready and who is not. Perhaps the client is grey and then turns to a blue color when all steps have been completed. To me this is a much easier way to identify who still needs to complete something. PLUS, we should not have to switch that customer to a different status internally for CRC billing purposes. They are not really a client yet and should not count towards the client total for CRC monthly billing purposes.

Needs area in client portal where they can take a picture and upload documents. Once uploaded and added should go to document storage area on crc portal so i can see them. It needs to be big and easily accessible. Also needs to be adjusted if i want to attach other documents to letters outside of address pic and ID. I can upload the document on dashboard but i can only attach jpegs when sending mail. needs to allow PDFs as well.