A client agreement is a crucial document for your credit repair business. This document must be signed by your clients upon signing up for your credit repair services.
The client agreement document is an exchange of obligations as well as an identification of terms and conditions surrounding those obligations. Importantly, agreements also address what will happen if someone does not fulfill their obligations.
In this article, we’ll cover where and how to create a client agreement and other options related to this process.
In this article, you will learn about:
To start, make sure to have the following:
Where can I create a new client agreement?
Click on My Company or go to https://app.creditrepaircloud.com/mycompany
Scroll down and click on Client Agreement Options
You will find the full list of client agreements here:
How do I edit the text in a client agreement?
Once you are in the Client Agreement section within the My Company tab, follow the steps below to locate and edit the content of a client agreement.
Locate the agreement you wish to edit.
Click on the three dots to the right and select Edit Template.
Scroll through the document and edit its content as needed.
Select whether the agreement will be the default agreement or not
Click on Edit Agreement to save changes
How do I create a new client agreement?
By creating additional agreements, you are able to offer different pricing plans to your clients.
Once you are in the Client Agreement section within the My Company tab, follow the steps below to create a new agreement and add the default text to it.
Click on + Add New Agreement.
Enter an Agreement name.
Click on Insert Original Default Agreement text.
IMPORTANT DISCLAIMER:
We have provided a default client agreement as a starting point that covers the basic elements required under the Credit Repair Organizations Act. You should edit and modify it any way you like, fill in the placeholders with your own information, and add your pricing, terms, etc. Be sure to add in any extra disclosures and requirements that may be required for your specific state. You can research the various rules and regulations for all US states here www.creditrepaircloud.com/all-states. You can also review your agreement with your attorney or state regulator for feedback. Seeking legal advice from an attorney in your state is always recommended. The information here is for educational and informational purposes only. It does not constitute legal advice, nor does it substitute for legal advice. Persons seeking legal advice should consult with legal counsel familiar with their particular situation, as laws vary.
Edit and modify the text in any way you need.
Click on View Placeholders so you can add them to your agreement if needed.
Select whether the agreement will be the default agreement or not.
Click on Add Agreement to save the changes.
Marketing Disclaimer: You, and not CRC, will have sole responsibility to review your marketing and collection efforts relating to the |services you provide. Also, you, and not CRC, must confirm that your marketing and receipt of fees are compliant with applicable state and federal laws.
What are the available client agreement options?
There are three options available when setting up online client agreements.
Do not use an online agreement for new clients with portal access
When selecting this option, your clients won’t see the online agreement during their onboarding process. In the said case, you would need to manage the client agreement process using your own methods.
Use my default client agreement below for all new clients with portal
Selecting this option will show your default agreement to all your new clients when they access their client portal.
Use different agreements for all the clients with portal
Select this option if you want to have different client agreements to offer. When choosing this option, you will need to select the agreement for all new clients when enabling their portal access.
How to resend a client agreement
To resend a previously assigned client agreement, follow these steps:
Go to the client’s profile and click on View/Edit Profile.
Scroll to the bottom and select Reset Agreement. Confirm the warning message when temporarily turning off portal access.
Turn Portal Access back On.
Choose the desired agreement from the dropdown list and click Submit.
Clients will need to sign the agreement again upon their next portal login. If "No Agreement" was initially selected, recreate the profile to assign an agreement.
How to download a signed client agreement
To download a copy of a signed agreement:
Navigate to the client’s dashboard.
Click on View Client Agreement.
Select the PDF button to download the signed document.
Having signed agreements downloaded ensures easy access for compliance or reference.