TAB GET REPORTS
Within this tab you will find the generation module of correspondence to obtain the credit reports.
Once your client's information has been entered , you must request his credit reports to the 3 agencies.
Evey time you request the reports for your clients, you will be able to see a correspondence logbook on the big window located in this tab.
In order to generate a new letter requesting a report, click on NEW LETTER
GENERATING A NEW LETTER
This window shows a new letter automatically written by the program.
1- Select which agency the letter will be directed to.
2- Specify what type of ID you are going to send to verify identity (we always recomend to send 3).
3-Select which format you wish to use to see and to print the letter. (If want to have 100% costumized possibilities, you must have installed Microsoft Word 2003)
In the window located on the right, you can preview your automatically generated letter.
In order to preview the inclusion of selected identification documents you must click on the Refresh Preview button located on the bottom of the window.
Click on the Generate Letter button to go to Word 2003 and to print your letter.
When leaving Word 2003, this letter will be included in the letter logbook on the tab GET REPORTS.
This procedure will be redone in order to ask for the 3 credit reports to the 3 agencies.
REVIEWING THE DETAILS OF YOUR LETTER
Credit Healer allows you to save the letter details referring to shipment forms, conveniently keeping the tracking numbers of the used postal service.
If you wish to see the details of your letter, select it from the logbook and click on the icon Letter Details.
A floating window will be opened showing different properties of your letter, such as:
1- Type of generated letter
2- Which Bureau it was written to
3- Generation Date
4- View Letter Button , if you wish to see your letter again or reprint it
There is also the possibility of keeping the details from the mailing service used.
5- Choose the type of courier applied from the predetermined menu (USPS is the most common and the most economic one)
6- Enter in this space the tracking number of the shipment.
7- Enter the date of shipment.
8- Confirm the date of receipt of your letter with the courier . The Link will take you to the courier's Web site.
9-Once the arrival of the letter to its destination is confirmed, enter the date.
Click on Save Changes and Close
