Feature Requests

It would be VERY helpful to be able to add the additional documents that we have within the clients dashboard. For example, by default it automatically adds the drivers license and proof of address, however, what is the point of allowing us to add the additional documents to the clients dashboard (social security card, etc.) if we cant even add them to the clients dispute. I think this feature should be set as a top priority because its so inconvenient! right after the letters are generated, all the additional documents that are in the clients dashboard should pop up and we can just check or uncheck to add to the disputes.

I believe it would be beneficial to introduce additional options during the client onboarding process to make it more efficient. I've noticed that even after clients complete their onboarding, essential details such as address, last four digits of Social Security numbers, and date of birth often do not immediately merge on their profile. This necessitates that my staff and I double-check this basic information and sometimes reach out to clients for clarification. To improve this, I suggest implementing a requirement for clients to provide this fundamental information during onboarding or exploring a way to streamline/merge data collection when they verify their information with Credit Hero Score. This adjustment could save time, minimize repetitive questions and decrease the likelihood of manual data entry errors.

I have genuinely enjoyed the dispute system; however, I would like to suggest incorporating more customization options for each round. It would be beneficial to select specific responses tailored to individual credit bureaus. While Round 1 is fairly standard, the credit bureaus may respond differently within the first 30 days. For instance, TransUnion might delete certain items, Experian could request proof of identity, and Equifax might confirm that everything is validated. Since these responses vary, the current system restricts us to one template for all three bureaus in Round 2. If there’s a way to develop a feature that allows for this customization, it would greatly enhance our ability to provide targeted responses to each bureau's unique needs.

I would like to suggest having the option to remove the sponsor code from the sign up screen on Credit Hero Score. I have had a number of my clients have been confused by this option on the sign up form and it has caused some delays in the sign up process. Thank you for your consideration.

Hello I have several affiliates that I pay a piece of the monthly recurring fee to .. it gets a bit tedious at the end of month for accounting going thru each client to see if they have paid for each affiliate.. I was wondering if under invoices and payments you can add a filter for affiliate.. that way I can just pull up the affiliate and all thier active clients pop up

we should be able to brand it in be more customize for our customers & business needs

I would love if you can integrate myFICO as an import option for reports. It’s more accurate to what my clients need. I specifically work with mortgage brokers and this has all the mortgage scores. I don’t want to have to create my own software and would love to continue using CRC.