The feature ledger
Every Feature, Line by Line
From the AI consultation agent to review automation — each workflow is logged, tuned for credit-repair operators, and posted to your account in the one-time price.
01 client-onboarding A compliant onboarding flow that moves a new client from a signed CROA agreement to a client portal login to the first credit report pull — without your team chasing paperwork. Included 02 credit-report-monitoring A monitoring workflow that flags changes, updates, and deletions across a client's credit reports the moment they appear — so your team acts on movement instead of hunting for it. Included 03 dispute-letter-automation A round-based system that prepares bureau and furnisher dispute letters, queues them for your team's review, and tracks every send and response window to the exact day. Included 04 lifecycle-emails Automated email journeys that welcome new clients, educate them through a long process, and re-engage the ones going quiet — keeping clients enrolled and informed without manual sends. Included 05 compliance-documentation An automated documentation layer that delivers CROA contracts and disclosures in the right order and timestamps every step into an audit trail your team can stand behind. Included 06 milestone-celebrations Automated, TCPA-aware texts that congratulate clients the moment a deletion is detected or a dispute round advances — turning quiet wins into retention and referrals. Included 07 monthly-recurring-billing Recurring subscription billing wired for CROA realities, with automated dunning that recovers failed payments before they become churn — without your team chasing cards. Included 08 payment-recovery An automated payment-recovery workflow that catches failed and expired cards, retries on a smart schedule, and nudges clients to update — recovering revenue before a decline becomes a cancellation. Included 09 progress-tracking A client-facing timeline inside the portal that shows rounds completed, items in progress, and report changes over time — so clients can see momentum without calling your team. Included 10 referral-program An automated referral workflow that invites happy clients to refer at the right moment, captures every referral with attribution, and tracks rewards without manual spreadsheets. Included 11 review-automation An automated review workflow that asks happy clients for Google and Facebook reviews at the right moment, routes unhappy ones to your team first, and builds public proof over time. Included 12 two-way-sms A two-way texting workflow that routes client messages into a single team inbox, drafts TCPA-aware AI replies for fast response, and keeps every conversation on the client record. Included