Customer Information Screen
Customer Overview
Easily track your customers’ progress and give them the updates they need, right when they need them.
- View dispute statuses at a glance to stay on top of progress.
- Update and manage credit monitoring details without hassle.
- Compare old and new credit scores to showcase tangible improvements.
Activity Log & Notes
Keep all your customer communications and notes in one place, eliminating the need for third-party tools.
- Maintain detailed credit audit notes for accuracy and transparency.
- Record general notes to keep track of customer interactions.
- Import and export notes effortlessly for added flexibility.
Client Tracking
Manage all client activity from a single location, giving you more time to focus on growing your business.
- Monitor dispute round activity for each customer.
- Track client auto sign-up progress in real time.
- Stay updated on SMS communications with customers.
Testimonial
“I want to instill upon you how phenomenal CDM program is. The minute you log in, you are met with an orientation off the layout, the screen where everything is, and the next step is that you'll walk through each section. This is everything from A to Z. It's just unseen in the industry and there's no catch too. This is a one-time investment, an awesome investment.”
Dwight Nembhard
FAQ
Yes! The Customer Overview screen gives you quick access to dispute statuses and credit score changes, allowing you to provide real-time updates.
By consolidating all communication and notes in one place, you no longer need third-party tools, saving time and improving efficiency.
Absolutely! You can easily export or import notes to keep your records organized and professional.
You can monitor dispute rounds, auto sign-up progress, and text message statuses—all from a single, streamlined interface.
Tracking score changes allows you to clearly demonstrate progress to your customers, building trust and reinforcing the value of your services.