| |
| Lead Management |
| Add, Edit and Delete Leads |
✔ |
✘ |
✔ |
✘ |
| Lead Sorting by Columns |
✔ |
✘ |
✔ |
✘ |
| Search Filter Leads |
✔ |
✘ |
✔ |
✘ |
| Note Feature |
✘ |
✘ |
✔ |
✘ |
| Client Management |
| Negative item management |
✘ |
✘ |
✔ |
✔ |
| Add, Edit and Delete Items |
✘ |
✘ |
✔ |
✔ |
| Change Item Status |
✘ |
✘ |
✔ |
✔ |
| Generate Item Specific Letters |
✘ |
✘ |
✔ |
✔ |
| Document Management |
| Add, Edit and Delete Documents |
✘ |
✔ |
✔ |
✔ |
| Document Type Management
( ID document, Other) |
✘ |
✔ |
✔ |
✔ |
| Workflow Management |
| Add, Edit and Delete Workflows |
✘ |
✘ |
✔ |
✘ |
| Search Filters and Sorting |
✘ |
✘ |
✔ |
✘ |
| Sequence and Triggers Management |
✘ |
✘ |
✔ |
✘ |
| Segment Management |
✘ |
✘ |
✔ |
✘ |
| Workflow Steps Management |
✘ |
✘ |
✔ |
✘ |
| Activity Management |
| Listings |
✘ |
✘ |
✔ |
✔ |
| Sorting |
✘ |
✘ |
✔ |
✔ |
| Search Filters |
✘ |
✘ |
✔ |
✔ |
| Reports |
| Display Transunion Reports |
✘ |
✘ |
✔ |
✔ |
| Display Experian Reports |
✘ |
✘ |
✔ |
✔ |
| Display Equifax Reports |
✘ |
✘ |
✔ |
✔ |
| Payment History |
✘ |
✘ |
✔ |
✔պիս>
|
| Credit Utilization Report |
✘ |
✘ |
✔ |
✔պիս>
|
| Alerts |
✘ |
✘ |
✔ |
✔պիս>
|
| Disputes With Credit Bureaus |
| Transunion Dispute |
✘ |
✘ |
✔ |
✔ |
| Letters of Reference |
| View Letters |
✔ |
✔ |
✔ |
✔ |
| Download Letters in PDF |
✔ |
✔ |
✔ |
✔ |
| Access |
| Access to all 3 Credit Bureau Reports & Scores |
✔ |
✔ |
✔ |
✔ |
| One Bureau Report and Score |
✔ |
✔ |
✔ |
✔ |
| Standard Monitoring |
| Transunion Monitoring |
✘ |
✘ |
✔ |
✔ |
| Experian Monitoring |
✘ |
✘ |
✔ |
✔ |
| Equifax Monitoring |
✘ |
✘ |
✔ |
✔ |
| ID Cover Dark web Monitoring |
✘ |
✘ |
✔ |
✔ |
| Alerts |
| Transunion alert |
✘ |
✘ |
✔ |
✔ |
| Experian alert |
✘ |
✘ |
✔ |
✔ |
| Equifax alert |
✘ |
✘ |
✔ |
✔ |
| Payment Integration |
| Payment Integration – Stripe & Others |
✘ |
✔ |
✘ |
✔ |
| Task management |
| Add, Edit and Delete Tasks |
✘ |
✘ |
✔ |
✘ |
| Task Assignment to Agents |
✘ |
✘ |
✔ |
✘ |
| Filter Tasks |
✘ |
✘ |
✔ |
✘ |
| Search Filters for Tasks |
✘ |
✘ |
✔ |
✘ |
| Legal agreements |
| Add, Edit and Delete Agreements |
✘ |
✘ |
✔ |
✘ |
| Assign Agreements to Clients |
✘ |
✘ |
✔ |
✘ |
| Listing Agreements |
✘ |
✔ |
✔ |
✔ |
| Download Agreements |
✘ |
✔ |
✔ |
✔ |
| Generate Dispute Letters |
| Add, Edit and Delete Letters |
✔ |
✔ |
✔ |
✔ |
| Search and Sorting |
✔ |
✔ |
✔ |
✔ |
| Add Negative Items to Letter |
✔ |
✘ |
✔ |
✔ |
| Fax Letter |
✘ |
✘ |
✔ |
✔ |
| Email Letter |
✘ |
✔ |
✔ |
✔ |
| Role Management |
| Add, Edit and Delete Roles |
✘ |
✘ |
✔ |
✘ |
| Permissions Management |
✘ |
✘ |
✔ |
✘ |