Client Onboarding and Dispute Process

This video tutorial guides users through the process of transitioning clients from onboarding to their first round of disputes using Dispute Fox. It covers the client onboarding process, including setting up automated communications and pricing, initiating the onboarding campaign, and importing the client's first credit report. The tutorial also explains how to categorize items for dispute, build dispute letters using different systems, and manage the sending and tracking of these letters. The video emphasizes the importance of updating client status and maintaining communication throughout the process.

What is the first step in the client onboarding process in Dispute Fox?

• Sending a welcome email

• Setting up the client agreement

• Adding the client manually or converting from a lead

• Assigning a sales representative

Which of the following is NOT included in the automated onboarding campaign?

• A link to sign up for monitoring

• Client portal login and password

• Instructions for document uploads

• A link to download the mobile app

What should be done after receiving the credit monitoring login information from the client?

• Assign a sales representative

• Send a welcome email

• Initiate the onboarding campaign

• Import the client's first credit report

In the dispute process, how are items from the credit report categorized?

• As verified and unverified

• As important and unimportant

• As disputed and undisputed

• As positive and negative

What is the purpose of the factual letters building system?

• To categorize credit report items

• To use pre-built letter templates

• To assign sales representatives

• To automate the dispute process

Which system automatically handles reasons or instructions for disputes?

• Factual letters building system

• Metro 2 system

• Client portal system

• Onboarding campaign system

What flexibility is provided during the letter preview stage?

• Changing the client agreement

• Modifying the letter template for each bureau

• Reassigning the sales representative

• Altering the credit report categories

What should be done before downloading or printing letters?

• Re-categorize the credit report items

• Re-initiate the onboarding campaign

• Reassign the sales representative

• Ensure no additional letters are needed

What happens after downloading or mailing the letters?

• The client is removed from the system

• The client agreement is updated

• The letters are moved to the active letters section

• The onboarding campaign is re-initiated

What is the final step in the dispute process?

• Re-importing the credit report

• Re-categorizing the credit report items

• Sending an automated email to the client

• Reassigning the sales representative