• Send Email
    • Email Lead Did Not Reach You
    • Closing Lead Out
    • Email Client Positive Tradeline Info First Progress
    • Email Client Student Loan Rehab Info
    • Email Lead Client 3Scores Instr
    • Email Lead Client Program Start Questions
    • Email DIY Free Link
    • Email Aff Lead Rcvd
    • Email Aff Bad Contact Info
  • Add Note
    • );">Spoke With Person
    • );">Called -Left Msg
    • );">Called - No Msg
    • );">Emailed Person
    • );">Sent Text Msg
    • );">Contacted Affiliate
    • );">Asked For A Referral
  • Add To Do
    • );">Call
    • );">Text
    • );">Set Appt
    • );">Email
    • );">Meet
    • );">Call Affiliate
  • Upload File
    • Upload File
    • Upload File To Custom Letters Folder
  • Open Client Folder
    • Open Folder
    • Open Custom Folder
  • Open Contracts Folder
    • Open Contracts Folder
  • Quick Summary
    • Quick Summary
  • Processor Menu
    • );">Processor Menu
  • Processor Client Action
    • Overdue Payments
    • Cients Needing 30 Day Credit Report Update
    • Review Credit Report With Client
    • Rcvd Responses