Credit Report Analysis Beginner
How to Review a New Client Credit Report A complete first-pass analysis framework
A structured, step-by-step process for reviewing a brand-new client credit report from all three bureaus -- identifying negative items, FCRA violations, and income opportunities in one pass.
Credit Report Analysis Intermediate
How to Build a Credit Action Plan (CAP) Turn your credit report analysis into a client roadmap
The Credit Action Plan is your primary deliverable after reviewing a client's credit report. This playbook walks through building a complete, prioritized CAP that sets realistic expectations and maps out every step of the repair process.
FCRA & Violations Intermediate
How to Identify FCRA Violations in a Credit Report Find the violations that turn disputes into attorney referrals
FCRA violations are the most powerful tools in credit repair -- they can lead to deletion, damages, and attorney referrals. This playbook teaches you how to systematically scan a credit report for the top 10 FCRA violations.
Attorney Referrals Intermediate
How to Package a Case for Attorney Referral Turn FCRA violations into attorney referrals and commissions
When a client's credit report contains attorney-grade FCRA violations, the right move is a referral -- not a DIY dispute. This playbook walks through how to identify referral-worthy cases, package the documentation, and make the referral professionally.
Dispute Strategy Advanced
How to Dispute Using Metro 2, CFPB & BBB The three-channel dispute strategy that gets results
Effective dispute strategy goes beyond sending basic letters. This playbook covers the three-channel approach -- Metro 2 compliance disputes, CFPB complaints, and BBB complaints -- and when to use each one for maximum impact.
Client Onboarding Beginner
How to Onboard a New Client in Credit Butterfly From lead to active client in the software
A step-by-step guide to onboarding a new client in the Credit Butterfly platform -- from adding the lead and sending the agreement to converting them to an active client and launching their portal.
Software Workflows Intermediate
How to Set Up CROA-Compliant Agreements Protect your business with legally compliant contracts
The Credit Repair Organizations Act (CROA) has strict requirements for credit repair contracts. This playbook walks through setting up compliant agreement templates in Credit Butterfly and the state-specific requirements you need to know.
Business Growth Intermediate
How to Find Hidden Income in Every Client File Turn every credit report into multiple revenue streams
Every client file contains referral and upsell opportunities beyond basic credit repair. This playbook shows you how to systematically scan for hidden income in every file -- from student loan referrals to business funding opportunities.
Client Onboarding Beginner
How to Manage Client Expectations Prevent cancellations by setting the right expectations from day one
The most common reason clients cancel is unmet expectations -- they expected faster results or a specific score. This playbook covers how to set realistic expectations from the first call and maintain client confidence throughout the process.
Dispute Strategy Intermediate
How to Handle Charge-Offs and Collections The right strategy for the most damaging items on a credit report
Charge-offs and collections are among the most damaging items on a credit report. This playbook covers the correct dispute and negotiation strategy for each type -- including when to pay, when to dispute, and when to negotiate a pay-for-delete.
Business Growth Beginner
How to Build a Referral Network That Fills Your Business The zero-cost lead generation strategy for credit repair
The fastest way to grow a credit repair business is through referrals. This playbook covers how to build a referral network with realtors, mortgage brokers, loan officers, and other professionals who regularly encounter people who need credit repair.
Business Growth Intermediate
How to Use SEO to Generate Credit Repair Leads Get found by people actively searching for credit repair
Search engine optimization (SEO) is one of the most cost-effective long-term lead generation strategies for credit repair businesses. This playbook covers the fundamentals of SEO in the age of AI search, based on Tony Ramos's training.
Business Growth Advanced
How to Train a VA for First-Pass File Review Scale your capacity without scaling your hours
As your credit repair business grows, first-pass file review becomes a bottleneck. This playbook covers how to train a virtual assistant to handle the initial credit report review, freeing you to focus on strategy, client relationships, and growth.
