Client Onboarding and Document Submission Guide
Introduction
This guide outlines the process for onboarding a new client and ensuring all necessary documents are submitted for their credit repair file. By following these instructions, you will be able to efficiently verify and collect all required documents, ensuring a smooth start to the client's credit repair journey.
Step-by-Step Instructions
Initial Client Contact and Portal Access
After the initial consultation, clients will receive portal access via email within 24 to 48 hours. It's important they log in as soon as they receive this access.\
\
Before the call, check for whatever documents they have sent: \
GHL - Text Message \
CRC \
Email
\
\
Signing the Agreement
Once logged into the portal, the client must sign the agreement. This is a crucial step before they can proceed with uploading documents.
Document Upload Process
Upon signing the agreement, clients are redirected to a page where they can upload the required documents. These include proof of ID, proof of address, and their full social security number. Active credit monitoring documentation may also be required.
Required Documents
- Proof of ID: Acceptable forms include a driver's license, state-issued ID, or passport. Ensure the ID is current and the photo is clear.
- Proof of Address: This can be a recent utility bill, bank statement, or pay stub. Only one document is needed unless the ID address is outdated.
Checking Document Status
To verify which documents have been submitted, access the onboarding tab. Unhighlighted client names indicate missing documents. Check the CRC for completion status, which can be determined by the presence of checks in the document list.
Verifying Document Validity
Ensure that the uploaded documents are valid, clear, and free of issues. If everything is in order, update the corresponding boxes on the sheet.
Following Up on Missing Information
If any documents or information are missing, contact the client to request the necessary details. If they do not answer, leave a voicemail and send a text message, then update the call status in the system.
Completing the Onboarding Process
Once all documents are verified and submitted, highlight the client's row in green on the sheet to indicate completion. Update the call notes to reflect that all documents have been received and the process is complete.
Conclusion
By following this guide, you ensure that all necessary client documents are collected and verified, allowing the credit repair process to begin without delay. This organized approach facilitates a smooth onboarding experience for both you and the client.