Features

Client Management

  • Manage your entire client base within an easy to use search panel.
  • Documented detailed entries on client files. Clients get emailed instantly upon entry. Instant Professionalism.
  • Track status such as Active, Pending, Completed, Canceled and Scheduled.
  • Easily track which clients have not sent in results.
  • System automatically contacts clients that are overdue for results (optional setting).
  • Track which clients are past due on payments.
  • System can contact non-pays for you automatically.
  • Get paid by your clients quickly and easily using TrackStar’s integrated Demand Draft feature.
  • Login and access a client record in 3 seconds with our powerful Autosuggest Record Search.
  • Customized note “hot links” allow you to store frequently used notes. Add note to file easily with a click of a mouse. Upon entry, email notifications go out to the client and referral partner.
  • Manage your company from any internet connection!

Dispute Management

  • Store unlimited number of dispute templates.
  • Letters easily editable “on the fly” for customized disputes.
  • Second to None, TrackStar™ allows lighting speed data entry. Chose whether tradeline is on one bureau or ALL THREE (or all three for both client and spouse) One data entry can turn into a max of SIX tradelines!
  • Easily label which accounts are fixed, deleted, open or on hold. Fixed/Deleted accounts are grayed out to easily identify which accounts remain.
  • Updated accounts are available to client on their client portal login.
  • Print dispute letters in under 10 seconds! (watch video).
  • Store address and SSN proofs in each client file for easy use. Address proofs print out right behind the dispute letter!
  • Powerful GUI Editor to create beautiful custom dispute letters.

24/7 Online Access

  • Have your clients login to track the status of their account.
  • Eliminate 80% client support phone calls.
  • Referral partners can login separately to track their pipeline or commissions earned.

User and Employee Management

  • Create an unlimited number of employee users.
  • Set customized authority levels based on employee’s access needs. Restrict to just client support or give full access, processing, sales only, etc.
  • Restrict employee’s login privileges to certain time of day.
  • Easily allow access credit repair software access to employees that work from home.

Automatic Email & SMS/Text Message Notifications

  • Each entry in the Credit Repair Process section results in a summary email being sent to your client, as well as any referral partner tracking the status.
  • Set each automated email to remind user of login credentials.
  • Clients set in an NSF status get periodic emails reminding them to resolve payment problems.
  • System automatically sends customized welcome emails to any Client, Prospect, Broker or Affiliate upon account creation.
  • Clients can receive automatic SMS/Text message notification with account updates.

Customized Welcome Emails

  • Setup welcome emails to automatically send out to clients, prospects, brokers and affiliates upon account creation.
  • Insert pictures and use the same GUI editor as shown above.
  • Easily personalize the email with the recipient’s information with the Drop Down Tag feature.

Robust Sales CRM

  • Keep an unlimited amount of leads in your system.
  • Sales people can setup appointments with the built in follow-up system.
  • Each sales person has his/her own Calendar system. Appointments are stored by user.
  • Track which leads came from which referral source.
  • Keep detailed notes on conversations had with prospective clients. Sales notes allow multiple sales people to contact leads without calling multiple times per day, since they can see when the last time they were called and what was talked about.
  • Each note is date stamped and has the name of the sales person that entered it.
  • Convert lead into Single or Joint client with a few clicks.
  • Have personalized, timed emails go out to your leads on the day they were enrolled (optional Autoresponder upgrade).
    Referral partners can login separately to track their pipeline or commissions earned.

Affiliate Management System

  • Keep track of your affiliate referrals and what each has earned and what has been paid out.
  • Affiliates can login to our credit restoration software and see what leads have converted and what was earned.
  • Sales notes are viewable by Affiliate so they are motivated to refer more business.
  • Assign a different commission to different affiliates.
  • Maximize your sales force by offering an affiliate program.

Three Tiered Referral Management System

  • Have your referral partners recruit other referral partners and pay them for all the leads that close.
  • Double and Triple your referral partner network by compounding your business development efforts.
  • Use in conjunction with the Affiliate Management System and destroy your competition with little effort.

Revolutionary Broker Portal

  • Under one login, the broker can see ALL clients referred to you and the status of each.
  • Utilizing our optional Replicated Lead Capture Page system, your brokers can submit prospects directly into your Lead Management System, ensuring the prospective client stays with the broker the entire time.
  • Ability to tie affiliates to brokers so that every client submitted by the broker can result in a commission to the Affiliate.
  • Automatic email notifications to your brokers each time a client’s account has been updated in our online credit repair software.

There are numerous benefits of using web-based online credit repair software vs. traditionally installed software to run your business.