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Credit / financial services

CRM for credit and financial services, from the first consultation to an enrolled client

Credit files, bureau disputes, enrollments and loan applications each get a list. Every prospect is a deal on one board.

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The Credit / financial services deals board · example data
  1. 01New lead
  2. 02Consultation booked
  3. 03Report reviewed
  4. 04Agreement sent
  5. 05Enrolled
  6. 06Lost

A week of reports, letters and follow-ups

  • Every client comes with a goal.

    On the client you record the goal (buy a home, buy a car, business funding, lower rates or rebuild), the starting score and the current score, and how they found you. The consultation is about their goal, not a blank form.

  • A credit file is a snapshot you can come back to.

    Each credit file keeps the report date, the three bureau scores, utilization, the number of negative items, the monitoring service and the goal. The report itself is attached to the record as a file.

  • Disputes run in rounds, and the dates matter.

    A dispute records the creditor, the last four of the account, the bureau, the type of item, the round, the date the letter was sent and the date a response is due. Then the result: waiting, deleted, updated, verified or no response. The letter and the bureau's answer are files on the same record.

  • Plans and applications run alongside.

    An enrollment holds the plan, the setup and monthly fees, the next payment date and whether the agreement is signed. A loan application holds the type, the amount, the lender and where it stands from preparing to funded.

Your lists, and what each is for

Credit / financial services adds these lists to the Clients, Companies, Deals, Tasks and Notes you already have.

  • Credit files

    Use it each time you pull a report, so you can compare scores from one date to the next.

    • Report date
    • Experian score
    • Equifax score
    • TransUnion score
    • Negative items
    • Credit report

  • Disputes

    Use it for every item you dispute, with its round, its due date and its result.

    • Creditor
    • Bureau
    • Item type
    • Round
    • Response due
    • Result

  • Enrollments

    Use it when a client signs on: the plan, the fees and the signed agreement.

    • Plan
    • Setup fee
    • Monthly fee
    • Next payment
    • Agreement signed
    • Status

  • Loan applications

    Use it when a client applies for credit, from preparing the file to funded.

    • Loan type
    • Amount requested
    • Lender
    • Applied on
    • Status
    • Documents
See every field4 lists, 42 fields

Fields on each list

Credit files

  • Report date · Date
  • Experian score · Number
  • Equifax score · Number
  • TransUnion score · Number
  • Utilization % · Number
  • Negative items · Number
  • Monitoring service · Text
  • Goal · DropdownBuy a home, Buy a car, Business funding, Lower rates, Rebuild
  • Credit report · Files & photos
  • Notes · Paragraph

Disputes

  • Creditor · Text
  • Account (last 4) · Text
  • Bureau · DropdownExperian, Equifax, TransUnion, All three
  • Item type · DropdownLate payment, Collection, Charge-off, Hard inquiry, Repossession, Bankruptcy, Public record, Wrong personal info
  • Round · Number
  • Letter sent · Date
  • Response due · Date
  • Result · DropdownWaiting, Deleted, Updated, Verified, No response
  • Dispute letter · Files & photos
  • Bureau response · Files & photos

Enrollments

  • Plan · DropdownIndividual, Couple, Business
  • Setup fee · Money
  • Monthly fee · Money
  • Start date · Date
  • Next payment · Date
  • Agreement signed · Yes / No
  • Status · DropdownActive, Paused, Completed, Cancelled
  • Signed agreement · Files & photos

Loan applications

  • Loan type · DropdownMortgage, Auto, Personal, Business, Line of credit
  • Amount requested · Money
  • Lender · Text
  • Applied on · Date
  • Interest rate % · Number
  • Term (months) · Number
  • Status · DropdownPreparing, Submitted, Under review, Approved, Declined, Funded
  • Documents · Files & photos

Extra fields on what you already have

On Clients

  • Credit goal · DropdownBuy a home, Buy a car, Business funding, Lower rates, Rebuild
  • Starting score · Number
  • Current score · Number
  • How they found us · DropdownReferral, Social media, Google, Event, Other

On Deals

  • Service · DropdownCredit repair, Funding, Debt settlement, Coaching
  • Monthly fee · Money

Where new work comes from

A form on your website and a page where customers book. Both are set up in Settings.

Starts like this

The first minutes, as they go when you sign up.

  1. Step 1: Pick Credit / financial services

    One step adds 4 lists, 42 fields and 6 deal stages. Anything you already have is left alone.

  2. Step 2: Add sample records, if you like

    9 credit files, 9 disputes, 9 enrollments and 8 loan applications. Around them, a made-up business: clients, companies, deals in every stage, tasks, appointments and notes. All made up, so the Home page, board, lists and reports have something to show on day one. One button removes every sample.

  3. Step 3: Add your first client

    Add the person who booked a consultation, then put a deal on them in Consultation booked.

  4. Step 4: Start the trial

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What stays the same

Other industries

Don't see your trade? Start without a template and make your own lists and fields. They work the same way. See all templates.

Try CybrRM set up for credit / financial services

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