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Add Client
First Name
Email
Recurring Payment Date
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Date Entered (format: MM/DD/YYYY)
Birthday (format: MM/DD/YYYY)
Employee Name
Employee Phone Number
Employee Email
Your Full Name
Credit Soft ID
Add Client - EP
Person Information
First Name *
Email *
Employee Name
Creditor Name *
Please select a creditor name
Disclosure Email- Auditing
Approved Audit
Contact Needed
Employee Email
Change existing lead to client
Email
Recurring Payment Date
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Birthday (format: MM/DD/YYYY)
Date Entered (format: MM/DD/YYYY)
Your Full Name
Proposal Declined Email
Email
Proposal Declined Reason
Proposal Payment
Proposal Creditor
Your Full Name
Proposal Accepted Email
Email
Proposal Payment
Proposal Creditor
Your Full Name
Payment Disbursed Email
Email
Your Full Name
Payment Received Email
Email
Your Full Name
Missed Payment Reminder
Email
Your Full Name
Cancellation Request Email
Email
Your Full Name
Change Payment Date
Email
Recurring Payment Date
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Your Full Name
Cancellation Follow Up
Email
Your Full Name
Referral Request
Email
Your Full Name
Client Services - Proposal Declined Above $10
Proposal Payment
Proposal Creditor
Proposal Revised Payment
Email
Your Full Name
Client Services - Proposal Declined Below $10
Proposal Payment
Proposal Creditor
Proposal Revised Payment
Email
Your Full Name
Call Us Letter
Email
Account Number
Contact Reason
Creditor Name
Your Name
Proposal Status Benefits Verification Info
Email
Your Name
Contact Reason
Proposal Status Benefits POA
Email
Contact Reason
Creditor Name
Your Name
Pending Charge Off
Email
Account Number
Creditor Name
Your Name
Loan Letter to Lender
Email
DMP_Payment Amount
Your Name
Inactive Warning Letter
Email
Your Name
Inactive Warning Letter (3 Missed Payments)
Email
Your Name
Completion Letter To Creditor
Email
Account Number
Creditor Name
Your Name
Charge Off on DMP Notice
Email
Account Number
Creditor Name
Your Name
Cancellation Request
Email
Cancellation Date
Your Name
88,000 in Debt
Email
Your Name
Authorized Speaker
Email
Authorized Speaker
Your Name
Account Verification
Email
Account Number
Creditor Name
Your Name
Account Paid in Full Letter
Email
Account Number
Creditor Name
Your Name
90 Days Inactive Cancellation
Email
Cancellation Date
Your Name
Proposal Accepted
Email
Proposal Payment
Proposal Creditor
Your Name