Feature Requests

Overview: This proposal outlines a strategy to improve new user activation, engagement, and trust using Credit Repair Cloud’s existing email infrastructure. The goal is to increase sign-ups, reduce drop-off, and reinforce credibility without any product changes, just smarter lifecycle communication. Post-Signup Activation Flow (Days 0–3) Objective: Reduce early drop-off and guide new users to their first action quickly. Email 1 (Day 0): “Welcome & What Happens Next” : explain the credit repair process in simple steps. Email 2 (Day 1): Set expectations : timelines, realistic outcomes, reduce skepticism. Email 3 (Day 2–3): First action push : encourage users to submit their first dispute quickly. Early Momentum Triggers Objective: Keep users engaged and motivated during their first critical week. First dispute submitted: Trigger reinforcement email with “Next Steps” guidance. Inactivity after X days: Re-engagement email with simplified next steps to reduce friction. Progress updates: Periodic emails showing user milestones and achievements to maintain momentum. Trust & Retention Layer Objective: Reduce churn and build confidence in Credit Repair Cloud. Use testimonials and case studies at key drop-off points to demonstrate credibility. Proactively address doubts via emails about legitimacy, timelines, and expected results. Position Credit Repair Cloud as a guide rather than just a tool. Execution Notes: Leverages existing automated email workflows and customizable templates. Minimal copy updates and trigger configuration required. Metrics to track: activation rate, engagement rate, retention/churn, and first dispute completion.

I would like to customize my affiliate link to better align with my brand. Having a built-in solution within your system to change the URL would be beneficial, as it would ensure that the link reflects my brand identity while maintaining accurate tracking of referrals.

I think a glossary with everything listed in one place. Podcast, Trainings ect ect. Put them in ABC order by what they are about so newbies like me can quickly find answers. Some of the people in the group are rude so I don't want to ask anything in there again. Let's say you have a podcast on deleting collections, then a training about it, then free letters about it, ect ect , all listed under 1 name but can be able to click on whatever thing I'm looking for. Hope this makes sense. If CRC already has one, I haven"t found it yet and I need help quick sometimes.

The LPOA is included in the agreement but when sending third party letters it is unnecessary to send the whole agreement. A separate 1 page LPOA would be easier and save on paper

Dear Credit Repair Cloud Team, I'm writing to kindly request a new integration or feature that would allow us to pull clients' credit reports directly from Credzly.com within the CRC dashboard. Credzly is an all-in-one credit ecosystem that provides: Access to full 3-bureau credit reports (Experian, Equifax, TransUnion) Credit scores Credit monitoring and alerts Rent reporting to build positive credit history Many of my clients (and those in the credit repair space) are already using Credzly for monitoring, building credit through rent reporting, and tracking progress without traditional hard pulls in many cases. Being able to seamlessly pull fresh credit reports and data from Credzly into CRC would streamline workflows significantly by: Reducing the need to switch between platforms or manually upload reports Allowing faster dispute preparation and client progress tracking Enabling better automation for credit repair plans tied to real-time Credzly data Improving overall client experience and efficiency for CRC users like me who serve clients interested in credit building alongside repair If Credzly offers an API for report pulls or data access (similar to other monitoring services), integrating it via your existing API framework, Zapier, or a direct/pre-built integration would be ideal. Even starting with a simple import/upload option for Credzly-generated reports/PDFs would be a helpful first step. I've searched the current integrations and didn't see Credzly listed, so I believe this could be a valuable addition especially as credit building tools like rent reporting gain popularity in our industry. I'd be happy to provide more details, discuss use cases, or even connect you with Credzly's team if that helps move this forward. Please let me know if this is something your development team could consider prioritizing, or if there's an existing way to achieve similar functionality that I'm missing. Thank you for continuously improving CRC and for considering this suggestion. Your platform has been instrumental in scaling my credit repair services, and this integration would take it to the next level. Best regards, Farhan Qureshi

The least amount of access you can give a user is to restrict them to ONLY assigned clients and leads. So if you DO NOT assign them any leads or client you would expect that user account to have no access. But that's not the case... the account can still access: Affiliates - even when there is a clear permission for Affiliate Commission & Payment (add/edit/view). So an account that you specifically deny access can still see all your affiliate info. Cloud mail - account with no access can view cloud mail information digital signature records - account with no access can still view all past client signed contracts which have all the clients data. There is a clear lack of fundamental security on this platform, for a service that handles thousands of peoples financial data I'm very surprised and disappointed. And with the addition of the markethub you should expect people hiring admin teams that only need access to markethub and not CRC, so please implement the correct IAM controls.

I am disappointed that CRC does not have a simple way to block affiliate access. Inside the affiliate access it also allows them to see all of the customers the affiliates have sent. I request that Daniel Rosen be notified about this matter. I am sure he would quickly contact IT department for quick fix. Next, the cloudmail section is completely open and also shows back office paperwork sent out via cloudmail. Once you click "Everything" Tab you will see option to click on "All Cloudmail sent" button. Inside it has the option the click "View" and you can see all of the customers personal documentation. Shows literally everything. I am requesting to please have my cloudmail history completely deleted or blocked from my end if there is not a way to take off default access. I am excited to be expanding my business and bring on help but do not feel comfortable allowing them inside CRC software with such easy access to get so much information. I only want to bring on sales people that should only see what they generate. Since we deal with customers personal information this is an extremely important matter to me. Please let me know if you need any further details and what we can do to resolve this issue. Thank you again.

I am requesting the ability to customize the Clients tab by allowing users to reorder columns and hide columns that are not relevant to their workflow. Why This Feature Is Important Every credit repair organization operates differently. Some teams prioritize status tracking. Others focus on payment cycles, dispute stages, onboarding phases, or communication activity. The current fixed column layout does not allow businesses to tailor the dashboard to their operational priorities. A one-size-fits-all layout limits efficiency. Customizable column views would empower organizations to align the Clients tab with how their business actually functions. Current Problem At present, users cannot rearrange column order or hide columns that are not essential to their workflow. This creates visual clutter and forces teams to scan through unnecessary data fields to find what matters most. This causes: • Slower navigation when managing large client lists • Increased cognitive overload due to non-essential columns • Reduced visibility of high-priority data points • Inefficient workflow during high-volume processing When managing dozens or hundreds of clients, a rigid dashboard structure becomes a bottleneck. Benefits of Having This Built Allowing column customization would: • Increase operational efficiency by prioritizing relevant data • Reduce visual clutter and improve dashboard clarity • Allow teams to align the platform with their internal processes • Improve speed when reviewing, sorting, and managing client pipelines • Enhance overall user experience and long-term platform adoption Even simple functionality such as drag-and-drop column reordering and toggle visibility options would significantly improve usability for credit repair organizations managing high client volumes. This enhancement would make the Clients tab more dynamic, more strategic, and more adaptable to real-world business workflows.

Switching from IdentityIQ to Credit Hero has been challenging due to the need for extensive emailing and support. It would be beneficial to have a more seamless migration process that doesn't require manual intervention or extensive support, allowing for a smoother transition between systems.