Feature Requests

Why is this feature important? Nothing speaks louder than real results from real people. Having a dedicated testimonial section directly on the landing pages would allow us to highlight successful removals and credit score jumps. It’s about social proof, showing potential clients that we aren’t just promising a service, but consistently delivering results. What problems does it cause with your use of our product? Currently, there isn't a streamlined way to display these "wins" within the ecosystem provided. This forces us to use third-party plugins or manual workarounds on external sites to bridge the trust gap. What benefits would you gain from having this feature? The primary benefit is a significant boost in conversion rates. By having a testimonial section with the ability to show "before and after" snapshots or star ratings, we build instant authority. It transforms the platform from a functional tool into a powerful sales asset. It would save us time on manual marketing and help close the deal with hesitant leads who just need that final nudge of seeing someone else who started in their shoes and came out ahead.

ISSUE: We need a way to market referrals and affiliates better. This week alone, 7-8 clients asked for some sort of sponsor code or link they can share with family members, coworkers, friends, etc. I always say "just tell them to mention your name and we'll credit your account". Let's be honest, this is impssible to keep up with, most new clients never mention someone else's name as they're focussed on their own credit details during consultations, plus it's too hard for us CRC users to remember who referred who! Also, too many affiliates refuse to partner with us because of our current affiliate program. So many realtors, social media influencers and loan officers stated "it feels like a part time job" having to create an account and manually type referrals one by one. No one is doing this is 2026! This method was maybe worth doing in 2016-2020 maybe.... All affiliates should have their own link to add to their website OR sponsor code, so it's easy for CRC to automatically track them and we already see who referred them. IDEA to start: We need to start with sponsor codes. When clients enroll into crc self checkout feature, it should instantly ask for a sponsor code when asking for the client's name on the very first page of the sign up form. This sponsor code needs to be displayed next to the client's name or somewhere on the dashboard, so we know how to credit them and/or who to give a payout/discount to. We also need to add "sponsor code" to the sort list for clients, so if we ever needed to count how many clients is under one sponsor code, we can check. This is the easiest way to start, offer sponsor codes and we can at least modify things on the back end. In the future, maybe we can focus on automating these sponsor codes or referral links, to automatically credit clients, etc. But for now, we just need something to alert us that they were referred by someone, so we can make affiliates or clients feel like its stress free and no work to refer someone. REMINDER: Referals/affiliates is our BIGGEST pipeline to new leads!!! Let's make their job easier! View attachment for an example!

When a new client hits the dashboard, they can't fully onboard unless they're in a client status. The issue is they aren't a client yet. They're a lead or a prospect. But in the lead or prospect status they cannot onboard. We're being billed at the maximum CRC billing model, yet half our "clients" aren't clients. They need to onboard before we can do any work for them. There should be a way to keep them in prospect status until onboarding is fully completed and then have the system automatically flip them to client status. That's truly when the client should be added to the monthly count for billing to occur within CRC. The issue is 2-fold. Any client on any status other than Lead or Prospect is considered a "client" for billing purposes. So creating a new status doesn't prevent us from being billed. This is a VERY manual process to have to flip clients from one status to another to prevent billing. No bulk editing. We don't know a client is fully onboarded until we get the email confirmation that specifies they've fully onboarded. They cannot onboard unless they are in a "client status" and portal access is on correct? once again, this problem creates a very manual process of having to sort through clients and should be done by the system, itself. Suggested steps should be: *"Potential client" is registered into CRC as a Lead. *Once they create their password and login to CRC they become a Prospect. *Once they have FULLY onboarded with documentation, then they become a "Client". All of this should be done by the system itself. Automatically. *It's then up to US to decide if this is no longer a paying or active client and we want to close their file/change their status for some reason (IE. work completed, customer cancels. billing issues etc)

Submitted on behalf of Whitney Phillips ( wmbryant327@icloud.com ), who shared this in the CRC Community Facebook group. Today the main statuses are Lead and Client, which doesn't cover real-world stages like "referral that hasn't paid yet," "trial," or "paused." Users are creating custom statuses (e.g., "Client - Pending Payment") to bridge the gap, mainly because Lead status blocks portal login and Client implies they're already paying. What would help: Either additional built-in statuses for common in-between stages, or the ability to control portal-login permission per custom status. Why it matters: A user described having to create a "Client - Pending Payment" custom status specifically because real Lead status doesn't allow portal login. They mass-email these contacts so the contacts can log in and pick a plan. More flexible status options (or login-permission control on custom statuses) would remove the workaround. Source: https://www.facebook.com/groups/creditrepaircloudcommunity/permalink/4318001891862003/

Submitted on behalf of Whitney Phillips ( wmbryant327@icloud.com ), who shared this in the CRC Community Facebook group. Right now the affiliate referral form doesn't let the referred client pick a plan when they sign up. Affiliates have to bring people in, then chase them down separately to choose a plan and start paying, which slows everything down and creates drop-off. The current workaround: A user is moving referrals into a custom "Client - Pending Payment" status (since real Lead status doesn't allow portal login), then mass-emailing them with a link back to the portal asking which plan they want. It works but is manual and fragile. What would help: Plan selection built directly into the affiliate referral signup flow, so the client picks Gold / Platinum / etc. at the moment of signup and payment can be collected immediately. Why it matters: For users running affiliate-driven acquisition, this is the difference between a clean handoff and a multi-step recovery sequence. Whitney noted 70% of her new clients come through affiliates, so the referral form is effectively the front door. Source: https://www.facebook.com/groups/creditrepaircloudcommunity/permalink/4318001891862003/

I would like to be able to see the credit report side by side in the dispute portal. You're not able to see accounts that are reporting different amounts, etc so that you can include that in your disputes. The only way to know what to dispute, you pretty much have to print off the credit bureau report and then write out your disputes on paper and then apply it to your CRC dispute. Being paperless is the way I would like to be able to do my disputes.

So many times throughout the month, two things happen: Clients want their CHS payment to be the same as our service payment (the payments get off-track due to chs having a 7-day trial) Clients are low on funds and need their billing date to be changed, yet they still get charged for CHS since we can't control that. To eliminate future billing issues and to gain trust in the client, CHS needs an option to change billing due date in the client's account OR allow us to change it in the affiliate portal.

It would be great if on the specific customer billing card on their profile, it were possible to enter a one-time discount in either dollars or percentage, that can be used as an incentive for customers to give referrals, to offer a discount for new customers, or a holiday promotion, etc...

You need to have an option so that when you complete the Web Lead / Affiliate Signup Forms that you can have the client redirected to a URL instead of the basic Thank You message displayed. This would enable us to redirect to calendar booking pages or display better thank you pages.