Point of Sale Materials
Basic Membership Application, Credit Repair Service Agreement, & Experian Dispute Templates
Save this to your Desktop for easy printing of applications to make sales.
Standard Membership Application, Credit Repair Service Agreement, & Experian Dispute Templates
Save this to your Desktop for easy printing of applications to make sales.
Premium Membership Application, Credit Repair Service Agreement, & Experian Dispute Templates
Save this to your Desktop for easy printing of applications to make sales.
Membership Application & Agreement Instructions
Please read through this document to understand how to fill out the membership application.
Client Consultation Form
Use this document to record detailed information about the client’s credit as well as your recommendations for the client. This form must be completely filled out and paired with the membership application. Save this to your Desktop for easy access.
Member Status Report sample
View a sample status report that displays whether each account has been deleted, updated positive, or remained the same. The purpose is to give you a snap-shot of your client’s progress. The report does not display full account numbers.
Business Card (Collector Style) Sample
Business Card (Traditional Style) Sample
Agent Training
Referral Center Training Video
Watch this video to learn more about making a referral and managing the referrals made.
Demo the Referral Center
Feel free to test out the Credit Matters Referral Center by logging in from the perspective of a Referring Loan Officer (RLO). Click here to go to a sample Agent’s website. There, you can login and experience both, making a referral, and managing that referral in the Referral Center Dashboard. The user is “demo”, and the pass is “rlo*2014”.
Credit Restoration Outline
Study this document and use it when presenting to a client. This document highlights the tenets of credit restoration, such as: its purpose, the process, expectations, etc.
Agent Agreement Documents
Older Materials
Self Mailer Cover
Use this document as a cover sheet when mailing the Point of Sale Membership Sign-Up Kit. The Sign-Up Kit is displayed below as a separate document in case you would like to hand it out and not mail it.
Commission Documents
Agent Commission Schedule (Revised July 2016)
Refer to this document to view the commissions for each of Credit Matters’ service plans.