Please allow the client to upload their own Social Security card at the same time that they upload their ID and proof of address (utility bill, etc). When I send in their 1st round I have to send their Social Security card in with the letters. I'm not sure why this was not an automatic document for the client to upload from the beginning anyway. So please integrate that.

Also, can you include an "Upload Documents" section in the client portal where they can upload documents there that would come directly to me? Each round when the client receive letters from the credit bureaus they have to send it to us anyway. Right now I have my clients to email it to me then I have to sort through my emails to find the right one for that client. I feel this is the best way for us to receive all of their correspondence that they are receiving from the credit bureaus and it would be right in their portal, no sorting my email trying to find which email is theirs. Also, most credit monitoring systems even Credit Hero Score, they do not show all of the accounts the person have and it does not show all of the inaccurate names and addresses that the person really have. I normally have my clients to email me a copy of their credit report from annualcreditreport.com so I can see what extra stuff is on there that I would need to dispute that did not come up on the credit monitoring services. It would be nice for the client to be able to upload their credit reports and all documents that they receive in the mail that needs to turned over to us, they can upload them right into their portal and we can retrieve it from there.

Also, I know Credit Hero Score is your credit monitoring service that is intergrated into our CRC system which that is working great and it eleviates us having to ask the customer for their username and password from other monitoring services and the errors that may come about. However, Credit Hero Score and the others do not give everything that is actually on the clients credit report. I have had clients that when I have them to pull a full credit report from annualcreditreport.com I see they have at least 5 or so name variations, 7 or 8 addresses, several work history jobs that did not come up on Credit Hero Score but it's on their real credit report. So how can we dispute the ones that are on annualcreditreport but did not come up on Credit Hero Score and all of the other montoring services? I know we want all CRC Owners to use Credit Hero Score which that's my "GoTo" for my clients, yet at the same time, it's not giving us all that we need and making more work for us. So what I'm asking, is there a way that annualcreditreport can be integrated into our system where the information to dispute comes from annualcreditreport.com and our client can still sign up for Credit Hero score for the benefit of getting their scores?

I look forward to hearing from you. Thank You!

-To meet our onboarding requirements, we must ensure that clients can submit 3 forms of identification, not just two. Presently, the CRC doesn't support the upload of a third form of ID during enrollment. It's crucial to enable this feature to accommodate all formats, not limited solely to image uploads.

Hello,

I'd like to have my clients able to upload their SSN card during their onboarding process in their portal. How can we implement that as one of the criteria?

Thanks