Credit Case Specialists
The Credit Case Specialists (CCS) section outlines the responsibilities and workflows for managing active client accounts. It includes client relationship management and communication, progress updates, credit advice and troubleshooting. This section ensures consistent communications while maintaining strong client relationships and clear expectations throughout the process.
Keywords: client management, round results, check-in calls, credit report analysis, credit advice, progress updates
Role Overview
This page outlines the role of the Credit Case Specialist (CCS) at Crowned Credit — the primary p...
Workflows
Day to day tasks and best practices.
Inbox Management
This page covers Inbox Management inside GoHighLevel — the central hub for all client SMS, email,...
Inbound and Outbound Calls
This page covers how to handle all inbound and outbound client calls at Crowned Credit using Airc...
Dispute Round Pipeline Management
This page explains how to manage the Dispute Round Pipeline in DisputeFox — tracking each client'...
Cross-Department Support
This page outlines how to provide effective cross-department support at Crowned Credit — coordina...
Loom Video Updates — No-Answer Outreach
This page covers when, why, and how to record Loom video updates for clients who do not pick up d...
Client Onboarding Communication Scripts
This page contains all client onboarding communication scripts — covering welcome messages, docum...
Common Client Questions & Answers
"Can I See the Contract Before I Pay?" Context: Some prospects want to review the service agreem...
Score Not Moving & Credit Discrepancy Scripts
This page contains scripts for handling score-not-moving concerns and credit discrepancy situatio...
Credit Building Recommendations
This page provides credit building recommendations that CSRs share with clients — covering secure...
Bureau & Platform Connectivity Issues
This page covers bureau and platform connectivity troubleshooting — including SmartCredit login i...
Round Results Call & Message Scripts
This page contains all round results call and message scripts — covering how to communicate dispu...
Cancellation and Retention Strategies
The purpose of this document is to provide a structured approach for handling cancellation reques...
Experian Logins Follow-ups
The purpose of this document is to provide a structured and compliant approach for requesting cli...
Escalation Triggers & Chain
This page defines all escalation triggers and the escalation chain at Crowned Credit — covering w...