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CreditWinPro 2009
Before You Get Started
The Credit Repair Business
A Credit Primer
About Credit Reports
The 3 Credit Bureaus
Credit Report Re-sellers
What's in a Credit Report?
How Mistakes are Made
Credit Inquiries
Missing Accounts
Fixing an Error
Investigating
Average Credit Statistics
About Credit Scores
FICO or FAKO Score?
What's in a FICO Score?
What's Not in A Score?
How Scoring Helps
Tips for Improving Scores
Score Facts and Fallacies
3 FICO Scores?
Clients Rights
Knowing Your Client's Rights
E.O.C.A.
Fair Billing Act
Fair Debt Collection Act
What to Expect
What Not to Expect
Quick Start
Installation
Installation Window
Install Location
Installation Confirmation
Installation Complete
Initial Logon
New Password
What's New in CreditWinPro 2009
New Interface
Importing Credit Reports
Business-to-Business Center
Credit Repair Forums
Importing Credit Reports
Add a Client
Start A Dispute
Dispute Follow Up
Get Familiar With the Software
Navigation and Components
Main Screen Components
Top Navigation Controls
"File" Button
Save and Close
Back Button
Export Button
Exit Button
"New" Button
New Client
New Collection Agency
New Credit Agency
New Dispute Status
New Dispute Type
New Creditor
New Creditor Type
New Document Type
New Online Service
New Payment Status Type
New Payment Type
Save and Close Button
"View" Button
"Tools" Button
"Reports" Button
Resources & Training Button
Client Dashboard & Credit
Left Navigation Panel
Clients
Client Button
Dispute Tracking Button
Dispute Follow Up Button
Client Events Button
Client Tasks Button
Client Invoices
Security
My Details Button
Pro Users Button
Rolls Button
Configuration
Creditor Button
Creditor Type Button
DIspute Status Button
Dispute Type Button
Credit Agency Button
Agency Result Type Button
Collection Agency Button
Payment Type Button
Payment Status Type
Document Type Button
Company Set Up Button
Online Services Button
Reports & Letters
Reports & Letters
Web Browser Panel
Client List
Client Detail Panel
Basic Information
Credit disputes
Credit Scores
Client Invoices
Client Events
Client Notes
Client Documents
Client Tasks
Change History
Email Clients
Follow Up Event
Client Dashboard
Trade Lines
Credit Agencies
Credit Scores
Client Overview
Customize Views
Changing Themes and Panes Sizes
Color Themes
Resizing Panels
Maximizing Web Window
Customizing Tables
Customizing Toolbars
Changing the Way Data Appears
Sorting Data
Regrouping Data
Custom Sorting and Trees
Creating Custom Columns
Filter Editor
Adding / Deleting Columns
Company Setup
Accessing Company Set Up
Company Set Up
SMTP Set Up
Rolls and Security Settings
Administrator
Accessing Administrator Settings
Administrator Settings
Administrator Permissions
Edit Administrator Settings
Processor
Add New Processor
New Processor Window
Setting the Role
Processor Settings
Processor Permissions
Edit Processor Settings
Sales Reps
Add New Sales Rep
New Sales Rep Window
Setting the Role
Sales Rep Settings
Sales Rep Permissions
Edit Sales Rep Settings
Referral Partners
Add New Referral Partner
New Referral Partner Window
Referral Partner Settings
Referral Partner Permissions
Edit Partner Settings
Client
Add New Client
New Client Window
Client Settings
Client Permissions
Edit Client Permissions
Audit Trail
Accessing the Audit Trail
Audit Trail Settings
Clients
Adding New clients
Access New Client Screen
New Client Screen Components
New Client Screen - Basic Info View
New Client Screen - Address
New Client Screen - Employer
Editing Client Information
Edit Client Information
Changing Client Status
Deleting a Client
Delete Client
Credit Reports
Importing Credit Reports
Accessing Credit Reports
Credit Report Set Up
Access TrueCredit for New Account
Access TrueCredit for Existing account
TrueCredit Data Load Times
Access Other Credit Bureaus
Access Other Bureaus
Other Bureau Set Up
Use Existing Report
Free Credit Report / FTC
Free Report Website
Credit Report Laws and You
Creditors
Accessing New Creditor Window
Set Up New Creditor Type
Credit Disputes
Start a New Dispute
Access Credit Dispute Window
Creditor Details View
Credit Agencies View
Settlement View
Audit Trail View
Dispute Types (Reason for dispute)
Setting Credit Dispute Type
Dispute Settlement (Debt Settlement)
Accessing Dispute Settlement
Dispute Settlement Window
Dispute Status
Dispute Status View
Dispute Status Window
Setting Dispute Status
Credit Dispute Notes
Dispute Notes from Bureaus
Letters and Templates
Types of Letters (Templates)
Template Number
Series 100 Letter
Series 200 Letter
Series 300 Letter
Series 400 Letter
Series 500 Letter
Series 600 Letter
Series 700 Letter
Series 710 Letter
Series 800 Letter
Adding a New Letter
Editing a Template
Printing Letters
Printing the Letters
Data Filters
Data Filter Window
Data Operators
Data Values
Filter Editor
Filter by Date
Filter by Creditor
Filter by Dispute Status
Filter by Account Number
Filter Clients by Status
Filter by Processor
Communicating With Clients
Send E-mail to Clients
Emailing clients
Send Newsletters
Scheduler
Adding an Event
Reports
Client Reports
Credit Dispute Status
Client Start-Up Form
Consumer FICO Information
Management Reports
Client Payment History
Sales Rep Report
Modifying Reports
Report Designer
Accounting
QuickBooks Integration
Client Statements
Client Payments
Collection Status Report
Business-to-Business Solutions
Accessing the B-2-B Center
Online 2009 Additional Help
Starting a Credit Repair Business
Home-Based vs Office
Capital Requirements
Corp. vs LLC vs Sole Prop.
Licensing Requirements
Software Considerations
Staffing / Employees
Attracting Clients
Accounting Considerations
Legal Implications
Referrals
Financial Rewards and Expectations
Credit Repair Lexicon
Trouble Shooting Guide
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