How To Add A Client To Dispute Panda Credit Repair Software and Get Free Attacks

in this tutorial we're going to cover the dashboard tab settings adding yourself as a client adding someone else as a client or adding all of your clients from another credit repair software to the speed panda so first let's look at our dashboard tab once you log in right you'll come to a screen that looks like this and let's do a quick overview so your to-do list breaks down the things that you need to do for the clients that you've added so if you add it to yourself to dispute Panda once 35 days has passed you will have something on your to-do list specifying that you need to move forward missing documents will specify all the clients that are missing documents and then birthdays are showing the clients that have birthdays coming up you have the ability to upgrade to the speed Panda Pro we'll cover the speed Panda Pro in a different tutorial you also can become an affiliate of credit Dyno so credit Dyno is the recommended credit monitoring for dispute Panda when you use credit Dyno at the time of this recording you will receive a free attack every 35 days and there's another training for that if you click this become affiliate you can become an affiliate of credit Dyno and earn up to 22 dollars for every referred client that signs up for credit Dyno monitoring via your link you will also send the email to support credit dyno.com for their additional affiliate commission plans all right that is our dashboard tab let's add ourselves as a client to dispute Panda so you want to go to clients and then you're going to see a screen that looks like this you have your active clients and active clients here you can search for clients you can use a filtering system so as you add more more clients or people that you would like to help you can use the functions here to navigate them easily when you hit the new client you want to fill all this information in now this is important everything you put here will be on the letters that you send to the credit bureaus so you need to make sure that the first name last name middle name phone number last four digits of the social the street address all of this has to match what is going to be on your identification documentation that you're sending as well and we're going to get into that in a second if you are adding yourself into dispute Panda first putting your first name last name and everything like that be mindful of your email address you cannot use the same email that you use to sign up for your dispute Panda account so let me fill this out to give you an example of what I mean now I've completed this as the new client and I use the same exact email address that I use to establish my dispute Panda account if I was to go to click save here you're going to get an error message client can now have the same email address as cro what this means is you cannot use the same account you're using to log into dispute Panda as your own client so you have to have a different email address so if you wanted to use the same email address in this to gmail you can just add a plus here and then I'm able to save once you create yourself inside of the system you add clients manually the same exact way now if you're an existing credit repair company and you're moving from other softwares you can do a mass import of all your clients by using the import function here once you click the import button you will click upload a CSV file using this template so you can go to your other credit softwares you can download your list in an Excel file and then you want to modify that list to make sure it looks like this template so let me open up the template for you so that template file looks like this and it includes everything that's needed to create a client so all the fields here are all the fields that we just manually input it so once you have your list from your other credit software you will come in and then you will add them here too you just pretty much add a row you'll put the email in the first name the middle initial if they have one the last name suffix is not required phone number is your date of birth your last four of your Social your street address your city the state put us as the country and then the ZIP code once you have this all done and complete you simply will come back here you will click upload CSV file and then you will add the CSV file that you just saved with all your clients and then it will everything will populate easily if you are having issues doing a mass import you can send the email to info disputeepanda.com if you provide a CSV file or an Excel sheet with all of your clients support can help you do a bulk import of your clients so let's move on to once you have yourself added as a client now you're inside of the profile tab right so the profile tab this information is the same information that you added to The Client List here when you're in your documents tab you want to include three forms of identification and the three forms of identification that you will want to include and the reason why you need to do this is because you do not want the credit bureaus to send you a stall letter or slow down your process this is very important here's a list of documents that you should include the ones in yellow are the ones that we recommend that you upload a ballot driver's license a utility bill with the correct address that's on your driver's license with your name on it that matches your driver's license and your SSN including these three items are three from one from the proof of identification one from proof of address and then the other section gives you the best chance of getting the best results possible keep this in mind the name on your profile or the name on your client's profile should match the name on the driver's license the name on the driver's license and the profile should match the name on the utility bill the name on the driver's license to utility bill and the profile should match the name on the SSN get it as close as possible some exceptions are the middle name sometimes you might have a middle initial you might have your full name spelled out the first and last name what matters the most secondly the address on your profile should match the address on your license which should match the address on your utility bill if you can get the names and the addresses to match across the board this will give you a better chance at getting the results that you deserve so the next step will be to upload your identification you can left click and I'm going to go to my file here and I'm going to upload my driver's license a screen like this will pop up which will allow you to crop it you want to make sure that when you upload your driver's license or your identification documentation you don't leave any extras around there so maybe you took a picture on your cell phone and you have some of the desk around it or your client sent you something in and it has something in the background this allows you to crop it out you hit crop and Save it will go into the system blurry but that's just for safety precaution if you left click you can see the document clear these documents will go on your letters as well so even though it's blurry here that does not mean it will show up blurry on your letters you can also upload any file type even PDFs so let's upload our proof of address and I'm going to use a cell phone bill most likely the cell phone bill will come in a PDF format if you go to your cell phone provider online you can download the last statement you don't want to include the full length of it once again you don't want to waste paper because this will be appended to your attacks you want to use the this form to crop it down so once you crop it down you only want to show your name and your address you don't have to include the full bill you can do the same thing if this was the lease if this was anything like that now keep in mind if you do upload a PDF only the first page will show so if you have a three page document PDF make sure what you want to show up here is on the first page and once again you hit crop and Save and it's blurred out the XS mean if you hit the X it will remove the item so if you needed to ever replace this one other thing I would like to mention is that you want to make sure that your utility bill is no more than 90 days old don't choose one from two years ago a year ago 90 days in in sooner is the best and last but not least in the other column going to upload that SSN foreign so once again you want to crop it nothing on the outside of it crop and safe now that you have your documentation in you see that the tax tab is blurred out you cannot get to your tax tab unless you upload three items you need a proof of identification proof of address and you need a credit report our next step now is to get our credit report the best credit report for dispute Panda the best credit report for getting results is no other than credit Dyno so your next step will be to navigate to the credit Dyno website and you can get there by going to creditdyno.com once you get here you can sign up for a seven day free trial so you would click start today or sign up you will fill out this information you will receive an email and a password to log into credit Dyno so you can now do a one-click import and get your free attack so once again at the time of the recording of this video if you or your clients are using credit Dyno you get an attack for free every 35 days within dispute Panda every time you use the one-click import feature once you get your credit Dyno credentials you now need to import that inside of dispute panda a few things to make sure of make sure that the username the email that you use to sign into credit dyno is the same one the password has to be the password as well make sure there's no spaces in the front or behind so you will hit the drop down you will click credit Dyno you will insert your username and password Here once you have your username and password input you now hit the credit Dyno one click import you should receive a pop-up that says thanks for using credit Dyno you just earn one free attack credit every time you import a client's credit report via credit Dyno you will be awarded a one free attack Credit One free attack awarded per client per month every time there's a 3B pool limited to one free attack every 35 days now once you refresh your screen you will see that in the bottom left you have under your balance your pending credits one free attack credit and then you will see a highlight here did you know that you can get a free attack credit every 35 days by having you or a client use credit down or credit monitoring eliminate your attack costs by using credit Dyno credit monitoring you can become an affiliate via your dashboard or sending an email to support credit dyno.com one thing that you will now notice is that the disputing tab has opened up you can also left click to close this out now that your speeding tab is opened up it allows you to see the negative items on your credit report or see everything in your credit report for challenging so just to recap the X's means that you can remove the items out for credit Dyno you will go to creditdyno.com you will sign up and get your username and password you will come back in here and put your username and password in click the one click import that will import your credit report and now your disputing tab will be open see you in the next lesson

Channel: Dispute Panda

Views: 4,227

Keywords: credit repair software, best credit repair software, metro 2 compliance, dispute panda credit repair, metro 2 credit repair, diy credit repair, diy credit repair software, free credit repair software, best credit repair software for business, consumer law, dispute panda

Id: R6kfSpWmHgU

Length: 12min 54sec (774 seconds)

Published: Fri Jul 14 2023