More Than Software
– A Complete Credit Repair
Business Platform
Start with a 30-day free trial. No credit card required. Unlock 9 certifications, bi-weekly masterminds, and all the tools to grow your business.
Upgrade for just $50 in your first month.
- Tailored Plans
- Transparent Fees
- Affordable Pricing
Pricing Plans for Every Business Size
STARTING
Beginners
Everything you need to launch your credit repair business with confidence and speed
$50 First Month
$99 thereafter
Cancel anytime. No Contracts
Includes:
- Clients 2500
The number of clients that you can add to the software.
- Employees 25
The number of employees that you can add to the software.
- AI & Metro 2 Letters in clicks
Quickly generate powerful AI and Metro 2 dispute letters with one click to save time and improve results.
- Portal, auto sign-up, & Billing
Give clients a smooth portal experience with automated sign-up, easy billing, and secure invoicing tools.
- Contracts, Mobile Application
Stay compliant with built-in CROA disclosures, service contracts, and a Spanish version for client needs.
- Imports, analysis, Progress
Easily import credit reports, run detailed analysis, and track progress with clear, professional reports.
- Zapier, Bulk Print, Alerts
Automate workflows with Zapier, print letters in one click, and keep clients updated with notifications.
- 9 Specialist certificates
Earn nine specialist certifications to strengthen your knowledge and build credibility in the industry.
- Business Masterminds
Join Bi-weekly mastermind sessions for training, support, and proven strategies to grow your business.
MOST POPULAR
GROWING
Intermediate
Scale your business with automation, advanced tools, and training to win more clients.
$149
Per Month
Cancel anytime. No Contracts
Starter features, Plus:
- Clients 3000
The number of clients that you can add to the software.
- Employees 35
The number of employees that you can add to the software.
- Pay-Per-Deletion Invoicing
Easily invoice clients only when items are deleted, with built-in pay-per-deletion tracking and billing.
- Self-Service Sign up
Let prospects sign up directly through your site with a self-service form that feeds into your software.
- Employee Management
Assign roles, set permissions, and track work to manage employees securely and efficiently.
- Affiliate & Referral Program
Grow faster by rewarding partners and clients with your built-in affiliate and referral program.
- 200 Ways to Grow
Access 200 proven strategies and resources designed to attract new clients and expand your business.
- AI Coach
Get instant business and credit repair guidance from your built-in AI coach for smarter decisions.
Enterprise
Established
Powerful features, team controls, and integrations for established credit repair leaders.
$199
Per Month
Cancel anytime. No Contracts
Growing features, Plus:
- Clients (Unlimited)
The number of clients that you can add to the software.
- Employees (Unlimited)
The number of employees that you can add to the software.
- Outsourcing & Spanish Features
Track employee and outsourcer time to monitor productivity and manage performance with ease.
- Affiliate Portals
View detailed dashboards with performance metrics, client progress, and financial reporting.
- Credit Monitoring
Seamlessly integrate credit monitoring services and payment processing via Authorize.net.
- Team Messaging
Give your customers a mobile app to track progress while you stay connected with secure in-app messaging.
- 12 Dispute Flows
Follow guided, step-by-step dispute flows for bureaus, creditors, and collectors to boost accuracy.
- Attorney assistance
Submit files to a partnered law firm when you believe a credit bureau has violated your customer’s rights.
Original Price is $5,566
Yearly (Value Bundle)
Unlock every feature, advanced tools, and extra resources to scale your business for less.
$997
Yearly
No Contracts
Growing features, Plus:
- Clients (Unlimited)
The number of clients that you can add to the software.
- Employees (Unlimited)
The number of employees that you can add to the software.
- AI Rewriter
Quickly rewrite letters using AI to keep disputes fresh, unique, and effective for every round.
- Smart Interviewer
Collect client details easily with smart interview questions that simplify onboarding and disputes.
- Push Notification
Send real-time push messages directly to your customers through the client portal mobile app.
- Unlimited Everything
Enjoy unlimited letters, clients, storage, and more with the all-in-one unlimited yearly plan.
- Beautiful Website
Get a professionally designed website to attract leads and build credibility instantly.
- Credit Repair Mastery
Master credit repair with advanced training modules designed to take you from beginner to pro.
- 8 Growth Products
Unlock 8 extra growth tools and resources to expand your business and maximize your yearly plan.
Why We’re More Than Just Credit Repair Business Software
Software alone won’t grow your business. That’s why we include exclusive growth tools and training to help you attract clients, stay compliant, and scale faster.
Next-Level Dispute Strategies
- AI Workflow (Exclusive)
- Metro 2 Workflow (Advanced)
- Step by Step Dispute Flow
- Verified Response Strategy (Compliance Edge)
- Stall Letter Response (Problem-Solver)
- Double Attack Collector
- Double Attack Creditor
- Triple Dispute Flow
- FACTA Creditor Dispute Flow
- Factual Bureau Dispute Flow
Use AI to run a 6-month dispute workflow that removes inaccurate credit report data.
Apply a 6-month Metro 2 workflow to dispute inaccurate data with structured rounds.
Progress through 6 dispute rounds until inaccurate accounts are corrected or removed.
Dispute inaccurate verified accounts with new reasons, sub-fields, and escalate if necessary.
Respond to stall letters using law-based letters, proof, follow-ups, and escalation.
Dispute bureaus and collectors in parallel with rounds, documentation, and complaints.
Challenge creditors and bureaus step-by-step, escalating with complaints if unresolved.
Dispute bureaus, creditors, and collectors together with evidence, complaints, and steps.
Target creditors with FACTA disputes on account errors, escalating with complaints.
Dispute bureaus only by targeting factual errors, escalating with new evidence.
Your Business Growth Engine
- 9 Specialty Certificates (Credibility)
- Group Mastermind Bi-Weekly
- AI Coach (Innovation)
- Start-Run-Grow Training (Business Starter)
- 200 Ways to Grow Training (Growth Engine)
- Business Secrets
- Attorney Review
- Automation Service
Earn certificates in Credit Repair, FCRA, FICO, Business Funding, and more.
Join live mastermind sessions every 2 weeks to solve problems and share strategies.
Get AI-powered coaching to guide you in starting, running, and growing your business.
Learn step-by-step how to start, run, and scale your credit repair company.
Access 200 client-getting strategies designed to help grow your business fast.
Discover insider business tactics and methods to build and scale your company.
Partner with an attorney to review FCRA cases for possible legal violations.
Work with a 3rd-party partner to set up GoHighLevel automation for your business.
Features That Save You Time and Win More Clients
From onboarding to disputes and billing, every feature is designed to automate busy work, keep you compliant, and help your clients see faster results.
AI-Powered Dispute Letters & Metro 2 Strategies
- AI Dispute Letter Generator
- Metro 2 Attack Letters
- Campaign Letters
- Escalation Letters
- AI Rewriter
- Letter Vault
- Print Automation
- Proof & ID Uploads
- 297 Letter Templates
- Manual Letter Builder
Instantly create powerful, unique dispute letters in seconds with built-in AI intelligence.
Advanced Metro 2 strategies designed to challenge inaccurate data with multiple attack formats.
Automate your dispute rounds with structured workflows that escalate each step of the process.
Send stronger, law-based letters when accounts come back “verified” to keep the pressure on.
Quickly rewrite dispute letters to make each version unique, helping you avoid repetition and create fresh variations with ease.
Keep every letter safe and organized, with the ability to search, restore, and reuse anytime.
Print and mail hundreds of letters at once with one click, fully integrated with LetterStream.
Easily attach ID, SSN, or proof documents to support your disputes and speed up responses.
Start fast with a library of ready-to-use letters for bureaus, creditors, and collectors.
Upload and store up to 1,000 of your own dispute letters inside the software, with subcategories that keep everything organized and easy to find.
One-Click Credit Report Import & Deep Analysis
- Credit Analysis Report
- Credit Analyzer
- One-Click Credit Report Import
- Progress Reports
- Initial & Current Score Tracking
- 5 Credit Monitoring Imports
- Negative Item Labeling
- Re-Import Detection
- Credit Pull Date Reminder
- Pay-for-Deletion Good Faith Estimate
Generate a professional, client-ready report that clearly explains credit issues and progress over time.
Break down every detail of a credit report so you can spot problems, track trends, and plan effective dispute strategies.
Seamlessly import full credit reports from SmartCredit, MyFreeScoreNow, IdentityIQ, MyScoreIQ, and PrivacyGuard with just one click.
Showcase results with automatically created reports after the second import — highlighting score changes and deletions.
Monitor your client’s starting score versus current score to prove progress and build trust.
Import credit reports directly from five major monitoring providers — SmartCredit, MyFreeScoreNow, IdentityIQ, MyScoreIQ, and PrivacyGuard — giving you flexibility and no lock-in with a single service.
Automatically tag negative accounts for disputes, saving you hours of manual review.
Avoid duplicate reports — the system automatically recognizes if a credit report has already been imported.
Stay compliant and on schedule with automatic countdown reminders for the next credit report pull.
Quickly generate a good faith estimate for clients when offering pay-for-deletion agreements.
Automated Client Onboarding System
- Self-Service Sign-Up
- Client Auto Sign-Up
- Auto Sign-Up Lead Link
- Customizable Lead Forms
- Multi-Step Workflow Pages
- CROA Disclosures
- Spanish Templates
- Family Referral Sign-Up
- Document Upload Sign-Up
- Payment Authorization Form
Let clients sign themselves up from start to finish without you lifting a finger.
Automated onboarding workflow with steps for agreement, payment, credit monitoring, and document uploads.
Send prospects a direct link that walks them through the entire sign-up process step by step.
Embed branded lead capture forms on your website and route sign-ups directly into your software.
Fully guided pages (Welcome → Agreement → Payment → Monitoring → Docs → Thank You) to ensure nothing is missed.
Compliant agreements built right into the workflow with secure electronic signature capture.
Enable Spanish-language sign-up options to serve more clients.
Allow clients to easily refer friends or family who can sign up directly through the same automated flow.
Clients can securely upload IDs and required documents as part of the initial onboarding process.
Capture and store payment authorization securely as part of the sign-up workflow.
Branded Client Portal & Mobile App
- Branded Client Portal
- Client Tracking Mobile App
- Two-Way Push Notifications
- 2-Way Messaging
- Progress Tracking Dashboard
- Client Document Uploads
- Spanish Language Templates
- Client Referral Tracking
- Client Status & Task Updates
- Education Section
Give your clients a professional experience with a portal that features your own logo and brand colors.
Clients can track progress, upload documents, and message you directly through a fully branded mobile app.
Keep clients instantly updated with push notifications sent straight to their mobile devices.
Stay connected through secure two-way messaging, whether clients log in via portal or mobile app.
Clients can log in anytime to see their score improvements, disputes, and account status in real time.
Clients can securely upload IDs, proof of address, or other required documents directly into the portal
Offer clients a bilingual experience by enabling Spanish versions of your portal communications.
Allow clients to refer family or friends and track the referral process inside their portal.
Show clients where they are in the dispute process and what actions are pending.
Deliver extra value by pushing educational articles and videos directly into your client’s portal.
Smart Billing & Flexible Payment Options
- Recurring Billing Setup
- Interval Billing History
- Failed Recurring Notifications
- Pay-Per-Deletion Invoices
- Credit Card Authorization
- Good Faith Estimate
- Credit Card (Authorize.net)
- 5 Merchant Providers
- Invoice Creation & Editing
- Check & Cash Payment
Easily set up recurring payments so clients are billed automatically without manual work.
Keep track of all recurring billing cycles with a detailed payment history log.
Get notified instantly when a client’s recurring payment fails so you can act quickly.
Bill clients only when items are deleted from their credit report with built-in pay-per-deletion invoicing.
Automatically send clients a secure authorization email to capture and store their credit card details for future billing.
Generate and deliver Good Faith Estimates directly inside the system for compliance with PPD billing.
Process secure credit card payments through Authorize.net for all of your clients.
Get connected with five trusted merchant account providers that specialize in helping credit repair companies secure payment processing.
Quickly create, edit, and resend invoices with full control over client billing.
Record and track check or cash payments alongside electronic transactions for complete billing history.
Automation That Works While You Sleep
- Zapier Workflow Automation
- Print Automation
- Score Improvement Emails
- Email, SMS & Messenger
- Follow-Up Letter Tracking
- Client Signup Alerts
- Affiliate Signup Notifications
- Calendar Reminders Notifications
- Task & Reminder Management
- Automated Email Nurturing
Connect CDM with hundreds of apps to automate marketing, workflows, and client tasks instantly
Send and track letters with one click — fully integrated with LetterStream for bulk printing and mailing.
Automatically send motivational emails that show clients their score progress and keep them engaged.
Stay connected with clients through instant updates delivered across multiple channels.
Never let a dispute stall — the system automatically reminds you to send follow-up letters on time.
Get real-time notifications every time a new client completes the sign-up process.
Stay updated the moment a new affiliate joins your program and starts sending referrals.
Create and manage reminders that sync with your calendar so you never miss an important task.
Automate task assignments and reminders for you and your team to keep workflows on track.
Automatically send personalized email sequences that keep clients engaged, build trust, and strengthen retention — from welcome messages to ongoing education and reminders.
All-in-One Client Management Hub
- Customer Import/Export
- Client Overview Dashboard
- Dispute Tracking
- Smart Interview Tool
- Customizable Client Statuses
- Archive & Restore Clients
- Customer Deletion Tracking
- Activity Log
- Time Tracking & Permissions
- Digital Contract Management
Quickly import or export client data in bulk with simple CSV uploads — save hours on manual entry.
View a complete snapshot of each client’s credit scores, disputes, progress, and documents all in one place.
Keep every dispute and client document organized, searchable, and easy to access when needed.
Clients onboard themselves by reviewing their credit accounts, providing reasons for inaccuracies, and submitting the results directly to your company.
Create and manage your own client statuses to match your workflow and track progress more accurately.
Safely archive inactive clients and bring them back anytime without losing history or documents.
Protect client data with OTP validation before deletion — ensuring compliance and preventing accidental loss.
Monitor every action taken in a client’s account — from billing to disputes — with full accountability.
Track employee time spent per client and control access with role-based permissions.
Store, manage, and retrieve signed digital contracts securely inside the client’s profile.
Capture, Track & Convert More Leads
- Website Lead Capture Forms
- Customizable Form Fields
- Auto Move Website Leads
- Leads Overview Dashboard
- Portal Referral Leads
- Archive & Restore Leads
- Lead Referral Tracking
- Lead Notes & History
- Update Lead Statuses
- Lead Notifications
Create branded lead capture forms to collect prospects directly from your website.
Design forms with the exact fields you need and set custom redirect pages for a smooth experience.
Automatically transfer new website leads into your active lead list — no manual steps required.
See every lead’s status, communication history, and assigned employees
at a glance.
Track client referrals from your portal separately so you always know the source of every lead.
Archive inactive leads and restore them anytime without losing information.
Filter and track referrals by partner to see exactly who is driving new business.
Add notes and review lead history to keep every detail organized and easy to reference.
Quickly change lead statuses to track where each prospect is in your sales process.
Get real-time alerts whenever a new lead comes in so you can follow up right away.
Affiliate Tools to Grow Your Business Faster
- Affiliate Sign-Up Form
- Affiliate Portal
- Commission Tracking & Reports
- Affiliate Quick Link
- Affiliate Status Filters
- Affiliate Conversion Tracking
- Commission Status Management
- Affiliate Portal Branding
- Referral Source Tracking
- Affiliate Notification System
Create branded affiliate sign-up forms that make it easy for partners to join your program.
Give affiliates their own portal to track referrals, view stats, and monitor revenue in real time.
Automatically calculate and report affiliate commissions with full accuracy and transparency.
Give affiliates a simple shareable link they can use to send referrals instantly — no portal login required.
Organize affiliates by status so you know who’s active, who’s new, and who needs follow-up.
Track exactly how many referrals convert into paying clients — and which affiliates perform best.
Easily manage commission statuses, from pending to paid, right inside the system.
Customize your affiliate portal with your logo, colors, and resources for a fully branded experience.
See where referrals come from so you can measure and optimize affiliate performance.
Receive instant alerts for new affiliate sign-ups, referrals, and commission updates.
Manage Your Team & Outsourcers With Ease
- Employee Role-Based Permissions
- Time Tracking per Employee
- Internal Chat History
- Team Messaging (broadcasts)
- Assign Clients & to Employees
- Task Assignment & Tracking
- Outsourcing notifications
- Task Completion Log
- Prevent Client Deletions (OTP)
- Internal Notes & Task History
Control access by assigning roles and permissions to each team member or outsourcer.
Monitor employee productivity with built-in time tracking tied to client activity.
Keep records of employee chat conversations for accountability and reference.
Send messages to your entire team at once for quick updates and announcements.
Easily assign clients or leads to specific team members for organized workflow management.
Create, assign, and track tasks so nothing slips through the cracks.
Get instant alerts when your outsourced staff complete or update client tasks.
View a detailed log of completed tasks to measure performance and accountability.
Adds OTP verification before deleting a client, protecting your business from unauthorized removals.
Maintain detailed internal notes and task history to document team activity on every client file.
Why We’re More Than Just Credit Repair Business Software
Software alone won’t grow your business. That’s why we include exclusive growth tools and training to help you attract clients, stay compliant, and scale faster.
Next-Level Dispute Strategies
AI Workflow (Exclusive)
Use AI to run a 6-month dispute workflow that removes inaccurate credit report data.
Metro 2 Workflow (Advanced)
Apply a 6-month Metro 2 workflow to dispute inaccurate data with structured rounds.
Step by Step Dispute Flow
Progress through 6 dispute rounds until inaccurate accounts are corrected or removed.
Verified Response Strategy (Compliance Edge)
Dispute inaccurate verified accounts with new reasons, sub-fields, and escalate if necessary.
Stall Letter Response (Problem-Solver)
Respond to stall letters using law-based letters, proof, follow-ups, and escalation.
Double Attack Collector
Dispute bureaus and collectors in parallel with rounds, documentation, and complaints.
Double Attack Creditor
Challenge creditors and bureaus step-by-step, escalating with complaints if unresolved.
Triple Dispute Flow
Dispute bureaus, creditors, and collectors together with evidence, complaints, and steps.
FACTA Creditor Dispute Flow
Target creditors with FACTA disputes on account errors, escalating with complaints.
Factual Bureau Dispute Flow
Dispute bureaus only by targeting factual errors, escalating with new evidence.
Your Business Growth Engine
9 Specialty Certificates (Credibility)
Earn certificates in Credit Repair, FCRA, FICO, Business Funding, and more.
Group Mastermind Bi-Weekly
Join live mastermind sessions every 2 weeks to solve problems and share strategies.
AI Coach (Innovation)
Get AI-powered coaching to guide you in starting, running, and growing your business.
Start-Run-Grow Training (Business Starter)
Learn step-by-step how to start, run, and scale your credit repair company.
200 Ways to Grow Training (Growth Engine)
Access 200 client-getting strategies designed to help grow your business fast.
Business Secrets
Discover insider business tactics and methods to build and scale your company.
Attorney Review
Partner with an attorney to review FCRA cases for possible legal violations.
Automation Service
Work with a 3rd-party partner to set up GoHighLevel automation for your business.
Features That Save You Time and Win More Clients
From onboarding to disputes and billing, every feature is designed to automate busy work, keep you compliant, and help your clients see faster results.
AI-Powered Dispute Letters & Metro 2 Strategies
AI Dispute Letter Generator
Instantly create powerful, unique dispute letters in seconds with built-in AI intelligence.
Metro 2 Attack Letters
Advanced Metro 2 strategies designed to challenge inaccurate data with multiple attack formats.
Campaign Letters
Automate your dispute rounds with structured workflows that escalate each step of the process.
Escalation Letters
Send stronger, law-based letters when accounts come back “verified” to keep the pressure on.
AI Rewriter
Quickly rewrite dispute letters to make each version unique, helping you avoid repetition and create fresh variations with ease.
Letter Vault
Keep every letter safe and organized, with the ability to search, restore, and reuse anytime.
Print Automation
Print and mail hundreds of letters at once with one click, fully integrated with LetterStream.
Proof & ID Uploads
Easily attach ID, SSN, or proof documents to support your disputes and speed up responses.
297 Letter Templates
Start fast with a library of ready-to-use letters for bureaus, creditors, and collectors.
Manual Letter Builder
Upload and store up to 1,000 of your own dispute letters inside the software, with subcategories that keep everything organized and easy to find.
One-Click Credit Report Import & Deep Analysis
Credit Analysis Report
Generate a professional, client-ready report that clearly explains credit issues and progress over time.
Credit Analyzer
Break down every detail of a credit report so you can spot problems, track trends, and plan effective dispute strategies.
One-Click Credit Report Import
Seamlessly import full credit reports from SmartCredit, MyFreeScoreNow, IdentityIQ, MyScoreIQ, and PrivacyGuard with just one click.
Progress Reports
Showcase results with automatically created reports after the second import — highlighting score changes and deletions.
Initial & Current Score Tracking
Monitor your client’s starting score versus current score to prove progress and build trust.
5 Credit Monitoring Imports
Import credit reports directly from five major monitoring providers — SmartCredit, MyFreeScoreNow, IdentityIQ, MyScoreIQ, and PrivacyGuard — giving you flexibility and no lock-in with a single service.
Negative Item Labeling
Automatically tag negative accounts for disputes, saving you hours of manual review.
Re-Import Detection
Avoid duplicate reports — the system automatically recognizes if a credit report has already been imported.
Credit Pull Date Reminder
Stay compliant and on schedule with automatic countdown reminders for the next credit report pull.
Pay-for-Deletion Good Faith Estimate
Quickly generate a good faith estimate for clients when offering pay-for-deletion agreements.
Automated Client Onboarding System
Self-Service Sign-Up
Let clients sign themselves up from start to finish without you lifting a finger.
Client Auto Sign-Up
Automated onboarding workflow with steps for agreement, payment, credit monitoring, and document uploads.
Auto Sign-Up Lead Link
Send prospects a direct link that walks them through the entire sign-up process step by step.
Customizable Lead Forms
Embed branded lead capture forms on your website and route sign-ups directly into your software.
Multi-Step Workflow Pages
Fully guided pages (Welcome → Agreement → Payment → Monitoring → Docs → Thank You) to ensure nothing is missed.
CROA Disclosures
Compliant agreements built right into the workflow with secure electronic signature capture.
Spanish Templates
Enable Spanish-language sign-up options to serve more clients.
Family Referral Sign-Up
Allow clients to easily refer friends or family who can sign up directly through the same automated flow.
Document Upload Sign-Up
Clients can securely upload IDs and required documents as part of the initial onboarding process.
Payment Authorization Form
Capture and store payment authorization securely as part of the sign-up workflow.
Branded Client Portal & Mobile App
Branded Client Portal
Give your clients a professional experience with a portal that features your own logo and brand colors.
Client Tracking Mobile App
Clients can track progress, upload documents, and message you directly through a fully branded mobile app.
Two-Way Push Notifications
Keep clients instantly updated with push notifications sent straight to their mobile devices.
2-Way Messaging
Stay connected through secure two-way messaging, whether clients log in via portal or mobile app.
Progress Tracking Dashboard
Clients can log in anytime to see their score improvements, disputes, and account status in real time.
Client Document Uploads
Clients can securely upload IDs, proof of address, or other required documents directly into the portal
Spanish Language Templates
Offer clients a bilingual experience by enabling Spanish versions of your portal communications.
Client Referral Tracking
Allow clients to refer family or friends and track the referral process inside their portal.
Client Status & Task Updates
Show clients where they are in the dispute process and what actions are pending.
Education Section
Deliver extra value by pushing educational articles and videos directly into your client’s portal.
Smart Billing & Flexible Payment Options
Recurring Billing Setup
Easily set up recurring payments so clients are billed automatically without manual work.
Interval Billing History
Keep track of all recurring billing cycles with a detailed payment history log.
Failed Recurring Notifications
Get notified instantly when a client’s recurring payment fails so you can act quickly.
Pay-Per-Deletion Invoices
Bill clients only when items are deleted from their credit report with built-in pay-per-deletion invoicing.
Credit Card Authorization
Automatically send clients a secure authorization email to capture and store their credit card details for future billing.
Good Faith Estimate
Generate and deliver Good Faith Estimates directly inside the system for compliance with PPD billing.
Credit Card (Authorize.net)
Process secure credit card payments through Authorize.net for all of your clients.
5 Merchant Providers
Get connected with five trusted merchant account providers that specialize in helping credit repair companies secure payment processing.
Invoice Creation & Editing
Quickly create, edit, and resend invoices with full control over client billing.
Check & Cash Payment
Record and track check or cash payments alongside electronic transactions for complete billing history.
Automation That Works While You Sleep
Zapier Workflow Automation
Connect CDM with hundreds of apps to automate marketing, workflows, and client tasks instantly
Print Automation
Send and track letters with one click — fully integrated with LetterStream for bulk printing and mailing.
Score Improvement Emails
Automatically send motivational emails that show clients their score progress and keep them engaged.
Email, SMS & Messenger
Stay connected with clients through instant updates delivered across multiple channels.
Follow-Up Letter Tracking
Never let a dispute stall — the system automatically reminds you to send follow-up letters on time.
Client Signup Alerts
Get real-time notifications every time a new client completes the sign-up process.
Affiliate Signup Notifications
Stay updated the moment a new affiliate joins your program and starts sending referrals.
Calendar Reminders Notifications
Create and manage reminders that sync with your calendar so you never miss an important task.
Task & Reminder Management
Automate task assignments and reminders for you and your team to keep workflows on track.
Automated Email Nurturing
Automatically send personalized email sequences that keep clients engaged, build trust, and strengthen retention — from welcome messages to ongoing education and reminders.
All-in-One Client Management Hub
Customer Import/Export
Quickly import or export client data in bulk with simple CSV uploads — save hours on manual entry.
Client Overview Dashboard
View a complete snapshot of each client’s credit scores, disputes, progress, and documents all in one place.
Dispute Tracking
Keep every dispute and client document organized, searchable, and easy to access when needed.
Smart Interview Tool
Clients onboard themselves by reviewing their credit accounts, providing reasons for inaccuracies, and submitting the results directly to your company.
Customizable Client Statuses
Create and manage your own client statuses to match your workflow and track progress more accurately.
Archive & Restore Clients
Safely archive inactive clients and bring them back anytime without losing history or documents.
Customer Deletion Tracking
Protect client data with OTP validation before deletion — ensuring compliance and preventing accidental loss.
Activity Log
Monitor every action taken in a client’s account — from billing to disputes — with full accountability.
Time Tracking & Permissions
Track employee time spent per client and control access with role-based permissions.
Digital Contract Management
Store, manage, and retrieve signed digital contracts securely inside the client’s profile.
Capture, Track & Convert More Leads
Website Lead Capture Forms
Create branded lead capture forms to collect prospects directly from your website.
Customizable Form Fields
Design forms with the exact fields you need and set custom redirect pages for a smooth experience.
Auto Move Website Leads
Automatically transfer new website leads into your active lead list — no manual steps required.
Leads Overview Dashboard
See every lead’s status, communication history, and assigned employees
at a glance.
Portal Referral Leads
Track client referrals from your portal separately so you always know the source of every lead.
Archive & Restore Leads
Archive inactive leads and restore them anytime without losing information.
Lead Referral Tracking
Filter and track referrals by partner to see exactly who is driving new business.
Lead Notes & History
Add notes and review lead history to keep every detail organized and easy to reference.
Update Lead Statuses
Quickly change lead statuses to track where each prospect is in your sales process.
Lead Notifications
Get real-time alerts whenever a new lead comes in so you can follow up right away.
Affiliate Tools to Grow Your Business Faster
Affiliate Sign-Up Form
Create branded affiliate sign-up forms that make it easy for partners to join your program.
Affiliate Portal
Give affiliates their own portal to track referrals, view stats, and monitor revenue in real time.
Commission Tracking & Reports
Automatically calculate and report affiliate commissions with full accuracy and transparency.
Affiliate Quick Link
Give affiliates a simple shareable link they can use to send referrals instantly — no portal login required.
Affiliate Status Filters
Organize affiliates by status so you know who’s active, who’s new, and who needs follow-up.
Affiliate Conversion Tracking
Track exactly how many referrals convert into paying clients — and which affiliates perform best.
Commission Status Management
Easily manage commission statuses, from pending to paid, right inside the system.
Affiliate Portal Branding
Customize your affiliate portal with your logo, colors, and resources for a fully branded experience.
Referral Source Tracking
See where referrals come from so you can measure and optimize affiliate performance.
Affiliate Notification System
Receive instant alerts for new affiliate sign-ups, referrals, and commission updates.
Manage Your Team & Outsourcers With Ease
Employee Role-Based Permissions
Control access by assigning roles and permissions to each team member or outsourcer.
Time Tracking per Employee
Monitor employee productivity with built-in time tracking tied to client activity.
Internal Chat History
Keep records of employee chat conversations for accountability and reference.
Team Messaging (broadcasts)
Send messages to your entire team at once for quick updates and announcements.
Assign Clients & to Employees
Easily assign clients or leads to specific team members for organized workflow management.
Task Assignment & Tracking
Create, assign, and track tasks so nothing slips through the cracks.
Outsourcing notifications
Get instant alerts when your outsourced staff complete or update client tasks.
Task Completion Log
View a detailed log of completed tasks to measure performance and accountability.
Prevent Client Deletions (OTP)
Adds OTP verification before deleting a client, protecting your business from unauthorized removals.
Internal Notes & Task History
Maintain detailed internal notes and task history to document team activity on every client file.
Customer Support
Support & Training That Has Your Back
No guesswork, no frustration. Get real answers, live training, and 24/7 support so you and
your team always know exactly what to do next.
your team always know exactly what to do next.
We've got your back
All the automations you need
Automate various parts of your business to save time and money with our powerful Zapier integrations.
Phone and in-software chat
Get help from our award-winning support team via personal walkthroughs or 24/7 email day or night.
Help
Grow your business with our dedicated resources such as on-screen training videos and live training.
Here is What Others are Saying about the
Client Dispute Manager
Jamar Ra
“I haven’t been disappointed since day one. I first took him up on the offer of the 30-day free trial run. While I was there, I was able to interact with the customer service department on more than one occasion, several times. And it was definitely a very great experience since day one.”
Antonio D. Calzado
“Every time my clients add something to their home, they send me pictures of it because they’re so happy that they were finally able to get home, and I was able to do that using the Client Dispute Manager software program.”
Paola Paul
“Before the software, I had to match the credit dispute letters to the credit dispute inaccuracies for my clients. And I also had to do them one by one, writing the letters. The software saves you time. Everything is just a click away, so you don’t have to match any letters anymore.”
Jessie Charlot
“Client Dispute Manager has been a game changer, automating many of the manual and repetitive tasks that used to consume my time. It has not only enhanced my efficiency but has also streamlined my communication across different platforms. This powerful, versatile software handles complex workflows and logic seamlessly.”
Ricardo Ramirez
“I’m very happy. For anyone who has, or is thinking about starting, a credit repair company to help consumers improve their credit scores, if you have the opportunity to watch the program ‘Client Dispute Manager Software’, please do not hesitate. Making this decision will be the best decision for your business.”
Colleen Jeffrey
“So I am a Platinum member with Client Dispute Manager, and I don’t regret making that purchase. I love the software, and I love Mark and Rose. They’re amazing people, and they’ve helped my business tremendously. So if you’re on the fence about getting this for your business, I highly recommend that you do it.”
"Trusted by credit repair professionals across the country"
Questions You Might Ask
Yes, we use the latest state-of-the-art security.
Visa, Mastercard, and American Express.
You can contact our support by phone, website chat, software in-application chat, email and Facebook messenger.
You simply pick a plan and click on the “Try it for free” button.
The free trial is for 30 days.
Yes, you can upgrade and downgrade at anytime.
If you cancel during the 30-day period, we will provide a partial refund on all monthly plans, provided there are no chargebacks.
It depends on where you are at in the industry. If you are just starting out, the Starting Plan is perfect. We recommend the Yearly Plan if you have customers and want more robust features.
If your company grows, you can upgrade your plan to our yearly or platinum plan. If your company shrinks, you can always downgrade to our lowest plan.
Yes, you can upgrade directly within the software.
Yes, you can do it within the software.
We have multiple website you can choose from. Click here to learn how to purchase a website.
We have multiple automations that will help your company grow, such as Zapier integrations. These automations will allow you to connect with 1,000 third-party applications. For a full list of our automation, check out the “compare all” feature list just above.
We use 5 compatible credit monitoring services to import your clients’ credit reports via quick or manual import. You may use either: Smart Credit, Identity IQ, MyScore IQ, Privacy Guard or MyFreeScoreNow. We recommend Smart Credit. Click here to learn more.
You just pay your monthly plan fee.
Yes, you can. Many customers start this way as well.
A bit more about Client Dispute Manager Software
Walkthroughs & Support 5 Days a Week for 24 hours
99.99% Uptime for the last 12 months
Software protected
by Armor
