Mortgage broker
Pre-approval, rate watch and the realtor partner pipeline.
Professional services
The Credit repair GoHighLevel snapshot kit
Compliant intake, dispute rounds tracked, clients told what is happening.
Credit repair churns when a client stops hearing from you between dispute rounds. This kit is built around the wait: a compliant intake, a round tracker on the pipeline, and a monthly update that goes out whether or not anything changed.
- Programme explained, consent wording included
- Signed, documents in, round running
- Held until the first confirmed deletion
What lands in the account for credit repair companies kit buyers
Every kit ships the same list, written for its own industry. There are no quantities on it, because a counted promise is a promise: the delivered account has to match it. What is stated instead is what each line is for in credit repair companies, what it changes, and how it pays back. Nine of the lines carry a system stamp, and those nine systems are the whole system. The rest are stamped ACCT: they are the frame the nine are bolted to.
- BS-01SYS-03
AI Studio website
Programme explained, consent wording included
Professional Website. A free credit audit lead magnet, service pages written to the disclosure your counsel signed off, and a consultation form that captures written consent.
- Credit audit lead magnet
- Written consent on the form
- Consultation calendar embedded
- Without it
- Every competitor site in this trade shows a rising graph and a big number. Yours has to convert without saying anything a regulator would take issue with.
- With it
- An AI Studio site with the programme explained, the fee structure stated plainly, consent and cancellation wording on the intake form, and the consultation calendar embedded throughout.
- How it pays
- Say a site plus compliance-aware copy quotes at $5,000. Against a $99 monthly fee that is fifty client months you would have to bill before the site alone broke even.
- BS-02ACCT
Funnels
Free consultation and credit audit pages
- Without it
- Your offer is a free consultation and the only place to accept it is a contact form at the bottom of a page nobody scrolls to.
- With it
- Pages for the free consultation booking, a credit audit request, the programme and pricing explanation, client onboarding with documents, and a partner signup for brokers who send you work.
- How it pays
- If a designer quotes $900 for one compliant landing page and you were going to commission the set of them, the import takes that line out of the budget before you enrol anyone.
- BS-03ACCT
Forms and surveys
Consent captured before any work starts
- Without it
- Written consent and the signed agreement have to be on record before work begins, and a form that collects them in the wrong order is a compliance problem.
- With it
- Intake takes the goal, the timeline and the referral source, then collects written consent and identity documents in the right order. No question on it invites an outcome promise.
- How it pays
- Have your own counsel approve the wording once. If that review runs to two hours at $350, the structure being right before they read it is the part you are buying.
- BS-04SYS-01
1 AI Receptionist
Enquiries answered without giving advice
AI Receptionist. Answers the enquiry with the compliant script, captures the goal and the timeline without giving advice on the call, and books the consultation.
- Compliant call script
- No advice given on the call
- English and Spanish
- Without it
- Somebody rings about a collection that has just appeared on their report, at nine at night, and wants to know what you can do about it.
- With it
- The line answers on a script that describes the process and books the consultation. It does not evaluate their file, quote an outcome, or mention a timeframe.
- How it pays
- If your programme fee is $99 a month and a client stays six months, one after-hours caller a month who books rather than hangs up is a figure you can set against the kit.
- BS-05SYS-02
1 AI Chatbot
Process and pricing, no outcome talk
AI Chatbot. Answers process and pricing questions on the site and SMS, where a prospect will ask things they will not say out loud to a person.
- Site chat and SMS
- Answers process questions
- Books consultations
- Without it
- People will type a question about a charge-off at midnight that they would be far too embarrassed to say out loud to a stranger.
- With it
- The bot explains how the programme runs, what the fee covers and which documents are needed, on the widget and by SMS, then books. It claims nothing about results.
- How it pays
- Assume you spend $25 to put a visitor on the site. A visitor who leaves without asking their question is that $25 gone. Substitute your own cost per click and count the bookings.
- BS-06ACCT
Custom fields
Round number, cycle date, documents held
- Without it
- You need to know which round a client is on, when the cycle opened, and whether the agreement and identity documents are genuinely on file before anything goes out.
- With it
- Round number, cycle start date, agreement signed flag, identity documents received flag, referral source and payment status. Every run reads them, and nothing fires on an incomplete file.
- How it pays
- One client receiving a progress note before their agreement is on file is a complaint you do not want. If the flag stops that once a year, it has earned the import.
- BS-07ACCT
Custom values
Fee schedule, cancellation notice, disclosures
- Without it
- The required disclosure and cancellation language has to appear consistently, and one out of date paragraph sitting in an old template is exactly the thing that gets noticed.
- With it
- Company name, the fee schedule, the cancellation notice, the disclosure paragraph your counsel approved and the client portal link are stamped once, so no letter goes out with stale wording.
- How it pays
- Your counsel revises one sentence of the disclosure. You change one value. If a lawyer bills at $350 an hour, the alternative is paying them to re-read every template.
- BS-08ACCT
Pipelines
Signed, documents in, round running
- Without it
- A client signs in January and by March you cannot tell at a glance who is between rounds, who never sent identity documents, and who quietly stopped paying.
- With it
- The board runs consultation booked, agreement signed, identity documents received, round in progress and programme complete, with a paused lane for anyone whose payment has failed.
- How it pays
- If you carry sixty active clients at $99 a month and the paused lane recovers three of them before they cancel outright, work that against your own fee and retention.
- BS-09ACCT
Workflows
The round cycle and the monthly note
- Without it
- A dispute round resolves on a cycle and the client hears nothing for five weeks. Silence reads as nothing happening, and that is when the card gets cancelled.
- With it
- Runs for agreement and identity document collection, the round cycle timer, a monthly progress note that goes whether or not a bureau replied, and a failed payment pause.
- How it pays
- Say the average client stays four months and you would like five. At $99 a month, one extra month held across sixty clients is worth doing on your own numbers.
- BS-10SYS-05SYS-04
Appointment reminders, confirmations and no-show recovery
Consultations kept, documents to hand
Smart Appointment System. Sends the report pull instructions with the confirmation, so the hour is used building a dispute plan instead of waiting for a score to load.
- 24h, 1h and 15min reminders
- Document list attached
- Target: 70% of no-shows rebooked
AI Outbound Caller. Rings back the missed consultation, which here is usually embarrassment rather than disinterest, and offers a quiet new slot without saying why the last one lapsed.
- Missed consultation callback
- Unsigned agreement follow-up
- Discreet voicemail with a link
- Without it
- A consultation no-show in this trade is usually shame rather than disinterest. Chase it badly and that person never books again, with you or anyone else.
- With it
- Confirmation lists what to bring so the call is spent on the plan. Reminders run quietly, and a missed consultation gets a discreet rebook offer rather than a chasing voicemail.
- How it pays
- If twelve consultations get booked in a month and four do not show, the 70% no-show recovery target is three quiet conversations you had already written off.
- BS-11SYS-09SYS-08
Nurture campaign
The long wait between rounds
Lifetime Nurture Campaigns. Post-programme score check-ins, a mortgage-ready milestone campaign, and a referral programme aimed at the realtors and brokers who send you clients.
- Post-programme check-ins
- Mortgage-ready milestone
- Broker referral programme
Database Reactivation. Works the consultations that never signed six months ago, and the clients who paused mid-programme and never came back to finish it.
- Six month unsigned consultations
- AI calling campaign
- Paused programme win-back
- Without it
- Months two through six are where clients leave. Nothing happens that they can see, nobody rings, and cancelling costs them nothing but one phone call.
- With it
- A steady sequence through the programme: what the current round is doing, how long a bureau has to respond, what not to open meanwhile, and where the file sits now.
- How it pays
- Enrolment is only half the business. If your fee is $99 and the sequence holds an average client one month longer, multiply that by however many people you enrol monthly.
- BS-12SYS-06SYS-07
Review automation
Held until the first confirmed deletion
Review Harvesting. The ask fires post-result, after the first confirmed deletion rather than at signup, because that is the first point a client has something to say.
- Trigger: first deletion confirmed
- Never at signup
- Google and Facebook links
Review Automation. The engine paces asks across a programme that runs for months, and suppresses anyone whose payment has failed or whose round is disputed.
- Paced across the programme
- Two follow-ups, then stop
- Failed payments suppressed
- Without it
- Ask at signup and the client has nothing to say. They have paid you and seen nothing yet, which is the worst possible moment to hand somebody a review link.
- With it
- The ask holds until the file records its first confirmed deletion, when the client finally has a specific thing to describe. Failed payments and open disputes suppress it.
- How it pays
- Suspicion is the default in this trade. If a profile carrying recent, specific reviews lifts your consultation booking rate at all, apply that to the $99 fee and your own enrolment count.
- BS-13ACCT
Seasonal automation
Refund season and January resolutions
- Without it
- February and March are when people have a refund cheque and a plan to fix their credit. In December almost nobody in this trade signs anything.
- With it
- Campaigns timed to the trade calendar: the January enquiry surge, the refund season enrolment push, and a spring note to past clients heading toward a mortgage application.
- How it pays
- If a refund season push puts eight extra people through consultation, and your fee is $99 a month across an average six month programme, that season funds the account by itself.
The 70 percent no-show recovery and the 5 to 10 reviews a month are what these systems are tuned to produce. They are build targets, not measured results from a named customer.
Built for how credit repair companies actually sell
The sale happens on a free consultation and the retention happens in months two through six. The kit qualifies on the consultation form, collects the agreement and identity documents in a compliant order, then runs a thirty-five day dispute cycle with a progress update at every round so the client can see work happening.
- Building a compliant intake order for agreement and identity documents
- Tracking dispute rounds as pipeline stages with automation attached
- Writing the onboarding, round update and progress templates
Primary pipeline
- New lead
- Consultation booked
- Consultation attended
- Agreement signed
- Documents received
- Round in progress
- Results delivered
- Programme complete
The problem, and what actually changes
What it looks like today
- Prospects call once, get voicemail, and never call back because the enquiry was embarrassing to make in the first place.
- Consultations are booked and missed at a high rate and nobody follows up gently enough to recover them.
- Clients go quiet between dispute rounds and cancel in month three because nothing appears to be happening.
- Reviews are asked for at signup, when the client has no result to describe.
What changes, and what changes it
- Enquiries are answered on a compliant script that captures goal and timeline without giving advice.SYS-01 AI Receptionist
- Process and pricing questions are answered on the site and by SMS, where people ask honestly.SYS-02 AI Chatbot
- Consultations carry the document list, so the call is spent on the plan rather than chasing a report.SYS-05 Smart Appointment System
- Missed consultations are recovered with a discreet callback rather than a hard chase.SYS-04 AI Outbound Caller
- Monthly progress updates go out whether or not anything changed, which is what stops month three churn.SYS-09 Lifetime Nurture Campaigns
Built for
- Credit repair companies with a monthly programme and at least twenty active clients.
- Operators taking paid traffic into a free consultation offer.
- Anyone whose churn spikes in month three because clients stop hearing from them.
Not built for
- Anyone wanting the AI to give credit advice or promise outcomes. It captures and books, deliberately.
- One-off dispute letter services with no ongoing programme. The retention layer is most of the value.
- Businesses that have not had their agreement and disclosures reviewed by counsel. Get that done first.
If you recognise yourself in the second column, say so on the call. We would rather tell you that a kit is the wrong answer for credit repair companies at your size than sell you one and watch it sit unused.
The workflows inside, by name
These are the ones that do the heavy lifting, named as they are named in the account. The rest handle reminders, internal notifications, tag hygiene and the exit conditions that stop a booked contact being chased.
- Lead to booked credit consultation
- Consultation no-show recovery
- Agreement and identity document collection
- Onboarding to first dispute round
- Dispute round thirty-five day cycle
- Monthly progress update to client
- Score change detected notification
- Payment failed, retry and pause
- Programme complete, next steps
- Referral request after first deletion
The funnels, by name
- Free credit consultation funnel
- Credit audit lead magnet page
- Programme and pricing page
- Client onboarding and documents page
- Affiliate and partner signup
- Referral reward page
Every funnel is connected to a form, a pipeline stage and a follow-up before you touch it.
How the complete system works
End to end automation, from lead capture to lifetime client. The build sheet above is what you get. This is the order it runs in for credit repair companies, one stage at a time.
STG-1
Lead capture and first contact
Multi-channel lead entry with intelligent routing. Nothing rings out, nothing sits in an inbox.
A credit enquiry is answered on a compliant script that captures the goal and the timeline without giving advice on the call.
Phone calls: AI Receptionist
- Answered on the first ring, any hour
- Qualifies by asking, not by phone tree
- In a slot before the call ends
- Bilingual, English and Spanish
- Live ones put through to your team
- Answers on ring one
- Books mid-call
- EN and ES
Messages and web chat
- Instant replies on SMS, email, Facebook and Instagram
- Site chat with lead qualification logic
- Collects enquiry type and preferences
- Seamless handoff to a human agent
- Triggers the follow-up automation
- Five inboxes, one script
- Replies in seconds
- Hands off to a person
Forms and ads: Google, Facebook, TikTok
- Every submission starts the 10 day nurture
- Follow-up across email, SMS and AI calling
- Smart routing by enquiry type
- Lead source attribution on the record
- Automatic handoff to a credit consultation
- Source stamped on the record
- Routed by enquiry type
- Straight into the ten-day run
STG-2
Intelligent lead nurture
A 10 day multi-touch sequence that turns an enquiry into a booked credit consultation.
Ten days of nurture is the process explained plainly: what a round is, how long it takes, and what you cannot promise. Nothing about guaranteed points.
Day 1 to 3: email
- Welcome email carrying the offer
- Service overview, copy pre-written
- Social proof in the third touch
- One call to action: book or call
Day 4 to 7: SMS
- Time-sensitive offer alert
- A short testimonial text
- One-click booking link
- Urgency written in, not shouted
Day 8 to 10: AI call
- Friendly re-engagement call
- Handles the common objections
- Books directly on the call
- Smart voicemail when unreachable
STG-3
Booking and no-show prevention
Confirmed bookings, intelligent reminders, and recovery inside the hour when one slips.
A missed consultation here is usually embarrassment. The document list goes out with the confirmation and the callback is quiet rather than pushy.
Instant booking confirmation
- SMS confirmation with the details
- Calendar invite for Google and Outlook
- Email confirmation on the record
- Pre-visit questionnaire attached
Smart reminder sequence
- 24 hours before: SMS and email
- 1 hour before: the on-the-way message
- 15 minutes before: final alert
- Reschedule in one tap, no phone call
AI no-show recovery
- Automatic call within 60 minutes
- Finds out what actually happened
- Reschedules on the same call
- Called back inside the hour
- Target 70% recovery
STG-4
Reviews and social proof
Turning a satisfied client into the thing that wins the next one.
The ask waits for the first confirmed deletion, because that is the first moment a client has something specific to say.
Intelligent review request
- Satisfaction check 2 hours after the round
- Satisfied: straight to the Google and Facebook links
- Not satisfied: escalated internally, never published
- Target output: 5 to 10 reviews a month
AI comment reply bot
- Replies to positive reviews automatically
- Personalised thank-yous, not one template
- Handles a negative review with empathy
- Escalates anything serious to a human
Social proof engine
- Publishes review snippets to the site
- Builds the trust signals on the page
- Lifts conversion on the same traffic
- Feeds the signals Google reads locally
STG-5
Lifetime nurture and retention
The part almost nobody runs: keeping a client for years rather than one transaction.
Churn happens in the silence between rounds. Monthly progress updates, score change alerts and a broker referral programme keep the client with you.
Continuous engagement
- Seasonal reminders on your cycle
- Quarterly check-ins
- Birthday and anniversary offers
- Annual review prompts
AI client support bot
- Instant answers to FAQs, 24/7
- Reschedules an appointment without a call
- Answers status enquiries
- Looks up documents on request
Database reactivation and referrals
- Six month inactive trigger
- A we-miss-you sequence that reads like a person
- Monthly referral prompts
- A VIP tier for your best clients
Put your own numbers in
On the assumptions below the recovered consultations cover the kit in the first month, and the churn reduction is what makes it worth keeping. Every box below starts on an assumption for credit repair companies, and every one of them is yours to change. The arithmetic is printed next to the answer so you can check it.
Your numbers
What that works out to
$16,367
recovered a month from calls you currently miss
3 days
for the $1,675 kit to cover itself
48 hours
a month currently going into work this kit is built to do
This is an illustrative scenario built from the numbers in the boxes, not a measured result from a customer. Change any of them and the arithmetic changes with you. The hours figure is the time you told us you currently spend, not a promise of what is removed.
Installation
We install it free, and you get 10 hours with it
Installation costs nothing. What comes with it is an allowance: 10 hours of dedicated installation support, to be used within 12 days of purchase. It is an allowance of hours rather than 12 days of open-ended help, so book the time in and use it. When the 10 hours are spent, or the 12 days are up, anything further is quoted first and billed as work. Nothing is charged by surprise.
- Open the share link from your agency login. The snapshot appears in your own library.
- Load it into the sub-account. Around 12 minutes for a kit this size.
- Work the change list: your business values, your domain, your calendars, your numbers.
- Send a test contact through each of the three main paths, then publish.
Want to see it before you buy, or ask one question first? Book a call and we will walk the account with you.
What the 10 hours cover
- Installing the snapshot
- Rebranding the website
- A2P 10DLC registration and setup
- Email service setup
- A few more automations
Never in the hours, on any kit
- Third-party integrations
- Third-party API work
- Custom software development
Those three are quoted before anything starts, or handed to a dedicated VA on a retainer. See integration work.
What support covers
Clear lines rather than fine print. The kit and everything it automates are covered. Work that reaches outside HighLevel is a separate engagement, quoted before it starts.
In the box
- Installing the snapshot
- We load the kit into the sub-account you name, work the change list with you, and send a test contact down every path before you go live.
- Rebranding the website
- Your name, your colours, your logo, your domain and your booking links across the site and the funnels, so nothing on the page says anyone else.
- A2P 10DLC registration and setup
- Brand and campaign filed, the opt-in wording checked against what the carriers actually ask for, and the numbers attached once it clears.
- Email service setup
- Your domain email connected inside HighLevel, sending domain authenticated, and a test send checked before the first campaign runs.
- A few more automations
- Adding automations the kit does not already carry, retiming a wait step, splitting a pipeline stage, rewording a template. Normal tuning against how you sell.
Separate engagement
- Third-party integrations
- Connecting a tool that lives outside HighLevel, such as an EMR, a field service platform, a POS or a job costing system.
- Third-party API work
- Anything that needs a key, an endpoint and error handling: a two-way sync, a webhook relay, a data migration on a schedule.
- Custom software development
- A portal, an internal tool, a calculator, an app. Real software, scoped and quoted as software.
Anything in the second column is quoted before it starts, or handed to a dedicated VA on a monthly retainer if you would rather have hands than a project. You will never be billed for it by surprise.
- DeliveryDelivered within 24 business hours of purchase confirmation. Business hours are 9am to 5pm Central, Monday to Friday, so an order placed on Friday afternoon arrives on Monday and nothing is delivered at a weekend.
- InstallationFree with every kit. 10 hours of dedicated installation support, to be used within 12 days of purchase.
- After the hoursWhen the 10 hours are spent, or the 12 days are up, anything further is quoted first and billed as work. Nothing is charged by surprise.
Credit repair snapshot questions
A GoHighLevel snapshot is a copy of a fully configured sub-account, its website and funnels, workflows, pipelines, calendars, forms and written copy, that can be loaded into another sub-account in minutes. The credit repair kit is that copy built for credit repair companies: the same structure a builder would produce from scratch, already wired and already worded for the trade, so importing it replaces the build rather than starting it.
The forms collect written consent and the agreement before any work starts, and the copy avoids outcome promises. Compliance in this industry is governed by CROA and by your state, so have your own counsel review the agreement text before you go live. The structure is built for it; the legal wording is yours.
Not by itself. Pulling round status out of Credit Repair Cloud or Disputefox and back into the pipeline is a third-party API build, which we quote separately from the kit.
A failed payment pauses the dispute workflow, notifies you, and sends the client a retry link on a three-touch sequence. The programme resumes automatically on a successful retry rather than needing a manual restart.
You get a share link on purchase. Open it from your agency login and the snapshot lands in your own library, then load it into any sub-account. The load takes about twelve minutes and the configuration checklist takes one to three hours.
Delivered within 24 business hours of purchase confirmation. Business hours are 9am to 5pm Central, Monday to Friday, so an order placed on Friday afternoon arrives on Monday and nothing is delivered at a weekend. 10 hours of dedicated installation support, to be used within 12 days of purchase. Support covers the kit and its automations, including adding a few more automations and adjusting the workflows inside it. Third-party integrations, third-party API work and custom software development are quoted separately or handled by a dedicated VA.
Kits that neighbour this one
Take the credit repair kit, or take the whole catalogue
One kit covers one industry. The all-access bundle covers all nineteen and every kit we ship afterwards, for less than four bought separately.