How the Free Consultation Process Works!
  1. BECOME A CRC REFERRAL PARTNER: In order to keep you updated on the progress of your client's consultation with CRC, we must have your email address and contact information in our database. Without this information, the consultation may be delayed beyond the 48-72 hour promise. If you have not signed up for our referral program yet, please go to www.creditresourcecorp.com and click on one of the "Join Now" links to sign up. It only takes a minute.

  2. PRE-EVALUATION REQUEST FORM: After receiving permission from your client, complete the "Pre-Evaluation Request" form and you can either fax it with a copy of your client's credit report to (949)975-8522, or you can email the documents by clicking on the email button at the bottom of the on-line form. Please be sure to send the form with the credit report. When the report is received by CRC's Secured Server, you will receive an email confirming that it has been received. (If you do not receive this email within 24 business hours, please re-fax the tri-merge or contact CRC to let us know.)

    IMPORTANT REMINDERS:

      • Please use the form. Without the form, we do not have the details needed to enter the request into our database system. A credit report without a pre-evaluation form may sit for days before we can figure out who sent it to us.

      • On the pre-evaluation request form you are asked to let us know what your CRC promo code is for tracking purposes. If you do not know what your Promo code is, please contact us at info@creditresourcecorp.com.

      • On the pre-evaluation request form, you are given the choice of having the CRC Credit Specialist call you, or your client. If you do not indicate which, we will automatically call your client. CRC can only give one free consultation. Please do not check both boxes.

  3. FREE CONSULTATION GUIDELINES/NEW CLIENT PAPERWORK: The next step is to send your client CRC's Free Consultation Guidelines (which includes our New Client Paperwork.) It is important that your client knows who we are and understands our program and fees before we can give them a free consultation. Remember, Consumers don't like surprises, and the more informed you make them, the more likely they are to be a loyal client.

    4. (Click here to open this document. Once open, please save the URL address to your Favorites Folder. We do not suggest saving the document itself, as we update our paperwork from time to time and we want to be sure that you always have access to the most current version of our paperwork for your clients.)

  4. SETTING THE APPOINTMENT: CRC will then call your client within 48-72 business hours to schedule their free consultation appointment with a CRC Credit Specialist.

  5. Four things can happen from this point:

      • We'll get in touch with your client immediately, give them a consultation and they will sign up for our program immediately. If this happens, you will be notified via email; or


      • We'll get in touch with your client immediately, but they may not be in a financial position to join our program. If this happens, we will send your client an email with access to information that will help them start working to improve their credit on their own, and you will be notified via email; or

      • We'll get in touch with your client immediately, give them a free consultation and send them our New Client Paperwork. If we do not receive the New Client Paperwork in one week, we will call your client to follow-up and put the file on hold for another week. If after the second week and second follow-up call we don't receive the New Client Paperwork, you will be notified via email so that you will have the opportunity to follow-up with your client. The file will be put into a 1-week hold file, and if we don't hear back from you or your client, after the 1-week hold, due to liability reasons, CRC will shred your client's credit information; or

      • We won't reach your client on the first call. If this is the case, we will make a second call in 2 days. If we still cannot reach your client, we will let you know after our second call so that you can follow-up with your client. The file will be put into a 1-week hold file, and if we don't hear back from you or your client, after the 1-week hold, due to liability reasons, CRC will shred your client's credit information.

We'd like to ask you to take the following into consideration when referring your client's to CRC for a free evaluation.

  • We only give one free consultation for each tri-merge. We prefer to give the consultation directly to the consumer, however, if you feel that you would like to be the liaison between CRC and your client, we can give the consultation to you. But please remember, we do give free consultations to both you and your client individually.

  • There are many times when none, or only part of your fax transmission will come through. If you do not receive an email confirming receipt within 24 hours (during the business week), please resend the fax, or call us to let us know.

  • We will do our best to get in touch with your clients as soon as possible. There will be times when we will not be able to connect with your client due to working schedules, etc. In these instances, if you feel that your client is serious about the program, please call us and we will set up a specific phone appointment time.

  • In 90% of the instances, CRC will call your client within the 48-72 hour deadline, however, there will be times when CRC gets behind on our consultation schedule, and it is for this reason that we ask you not to give your client a committed CRC call back date or time. It is better to indicate that our normal turn-around time is within 48-72 business day hours, and if for some reason, your client has not heard from us, please let them know that they can feel free to call us directly.

If you have any questions, please do not hesitate to call or email your questions to info@creditresourcecorp.com.

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