HOW TO USE THE "VIEW CLIENTS" OPTION

This is a great new feature that is offered to our Referral Partners. We know you are busy and may not always have time to go through your email, so we now offer access to your clients' accounts with CRC on-line. Our systems are highly secure and in order to protect the confidentiality of our clients information, we do not post social security numbers OR full account numbers.

Once you receive your CRC log in information, all you have to do is log in and click on the View Your Clients button (see below):

 
   
After logging in, the first screen is a list of the clients and prospects you have referred to Credit Resource Corporation.
   
Here are some notes on how to navigate this page:
  • Names in blue are Clients, and active links. When you click on the clients name, you will be taken to their Unique Credit Score Analysis and a detailed statement of how the Credit Repair (35% of the program) process is going.
  • Names in black are Prospects, and are not active links.
  • Click on this icon to see our contact log with that particular client.
  • The minus numbers in red are a total of items that have been corrected or deleted. If the number is 0, please look at the start date of the file. On average, we do not start receiving updates from your client for 8-10 weeks after starting the program.
  • START SCORES are only entered if they are provided to CRC by you at the start of the program.

When you click on the a clients name, their individual Unique Credit Score Analysis will come up. This page also includes a detailed statement of how the deletion process is going, which is 35% of the program.

 

On both of the above pages, when you click on the Log Icon for a particular client, the following page will come up giving you access to CRC's contact log with your client. When was the last time we contacted your client, are they behind on updates and much more.
 

Each page offers you links to Print and to Email CRC directly if you should have questions or want more detailed information on your clients account.