Feature Requests

Please allow clients to pay using cards already saved in their Apple Wallet or Google Wallet. This would create less friction during checkout, especially on mobile, because clients could pay in just a few taps instead of manually entering their card information. It could also help reduce abandoned payments and make onboarding smoother.

Please add a feature that allows Credit Repair Cloud to automatically send clients their initial credit audit and ongoing credit updates directly through CRC. (Email) and text too if possible. It would be helpful if CRC could: Send the initial credit audit after the credit report is imported. Automatically notify clients when a new credit report is updated. Show score changes, deletions, updates, and newly reported items. Send updates by email and/or text message. Allow us to customize the message before it is sent. Let us choose whether updates are sent automatically or require approval first. This would reduce manual work and give clients a clearer view of their progress without needing our team to prepare and send every update individually.

I need a Credit Repair Cloud LPOA form or template that I can generate, send, or upload for an existing client. Right now I was told I have to create or obtain my own document outside the CRM.

I need a client's billing view or invoice output to clearly show which monthly subscription payment is past due, such as the missed July payment.

Please add a feature that automatically reviews credit reports, dispute history, bureau responses, and supporting documents to identify potential FCRA violations and bankruptcy-related reporting issues. Examples could include inaccurate information remaining after disputes, failure to properly investigate, reinsertion without notice, mixed files, identity theft accounts, reporting discharged debts as currently owed or past due, and continued collection activity on debts included in bankruptcy. When potential violations are detected, CRC should create an organized case summary containing the account information, dispute timeline, bureau and furnisher responses, certified-mail records, credit reports, damages reported by the client, and the specific issues identified. With the client’s written consent, the complete case package could then be securely submitted through CRC to participating consumer-law or bankruptcy attorneys licensed in the client’s state. The system should allow users to select an attorney, track the referral status, and receive updates inside CRC. The software should clearly label these as potential violations requiring attorney review—not guaranteed legal claims—and attorneys should make the final determination about whether a case can be accepted.

I need a way to efficiently reassign tasks from an inactive team member to a new team member. Currently, I have to edit each task individually, which is time-consuming. It would be beneficial to have a bulk or mass reassign option to streamline this process.

I love your software, but I have not signed up yet. I'm looking for software that includes a DIY portal for clients. I see more and more people doing their research and attempting to get by without professionals. Although it's not what most professionals are looking for, I believe that we can accommodate to both and when the time comes, UPGRADE them to the Agency service. where we step in to help. Pretty much it would be the McDonald's effect let's give them the Burger which is consistent across the board but if they want the Fries and Coke for the perfect meal, for a few dollars more, we have it.

this is a nuisance that we can't switch a client from ex: identity iq to smart credit and also that you PUSH credit hero. we should be able to easily switch companies for our clients as needed

I need historical reports to be stored forever instead of only being available temporarily. Downloading PDFs is not enough for how I want to keep permanent client records.

I want to customize the CSS of the self-service signup page so I can control the design and create a better-looking customer experience.