Process Flowchart
Onboarding Process Checklist
|
Requirement |
Status |
|
Client documents verified |
|
|
Service agreement signed |
|
|
SmartCredit/credit monitoring login verified |
|
|
Credit report date checked |
|
|
Account details updated in DisputeFox (SS number, DOB and current address.) |
|
|
Credit report imported and saved |
|
|
Account assigned to Crowned Credit 4 |
|
|
Onboarding confirmation message sent |
|
|
Opportunity updated to “Onboarding Complete” |
|
|
Orientation call made |
|
