Your Shop Desk
Credit Repair · Custom Shop Desk CRM

A Custom CRM for Credit Repair Companies

For credit repair companies that keep clients around by showing the work. Yours would track every round and every bureau letter, give clients a clear page, and let referring loan officers check in with permission.

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A Shop Desk set up the way a credit repair business would run it
A Shop Desk set up the way a credit repair business would run it

Shown: Kestrel Home Loans, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Credit Repair Words

Every credit repair file moves down the same line. We name each stop the way your crew already does.

  1. 01Inquiry
  2. 02Consultation
  3. 03Agreement Signed
  4. 04Reports Pulled
  5. 05Dispute Round
  6. 06Results Review
  7. 07Billed

A credit repair file on your desk hangs off the client and their reports.

So the card asks for what you actually need, and nothing a credit repair business would never fill in.

  • Agreement signed date
  • Items disputed
  • Current round
  • Bureau letters received
  • Billing date
  • Client's goal
Where it leaks

Where Credit Repair Businesses Lose Work

Clients Stop Sending Their Mail

The bureaus answer by mail and the client forgets to send it in. The next round stalls and they think nothing is happening.

Cancels That Start With Silence

A client hears nothing for a few weeks and decides you are not working. The cancel was about updates, not results.

Referral Partners in the Dark

Loan officers and car dealers send clients to you and then can't tell if they are ready. They stop sending.

What we would build

Fitted to How You Already Work

  • A Client Page With Round Progress

    Clients see which round they are in, what was sent and what came back. It shows the work without a phone call.

  • Bureau Letters Uploaded From the Phone

    Clients snap a photo of each letter and upload it to their page. It lands on their file with the date.

  • A Loan Officer Partner Board

    With the client's okay, referring partners see a simple status. You see which partners send clients and how many are ready to apply.

  • Consent and Access Set With You

    We set up consent, opt outs and who sees what with you. Billing and messages follow the rules you set.

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Questions

What Credit Repair Owners Ask

Does it promise clients a higher score?
No. The desk shows the work done and the responses received. It makes no promises about results, and you approve the wording of every message.
Can clients upload their bureau letters?
Yes. They take a photo and upload it from their phone. Your team sees it on the file and can plan the next round.
Can loan officers check on the clients they sent?
Yes, if the client agrees. The partner sees status only, not the credit reports.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Credit Repair Business Runs

We will tell you honestly what a desk fitted to it would take.

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