Web Based Portal for Your Affiliates
Affiliates and referral partners are able to login and see all the customers they referred. They can check status, read/write notes, upload/download attachments, send new clients even see the status of the referral’s credit score! This way your affiliates are always up to date and happy!
Affiliates can login to get updates on customers
Your affiliates can log in to track all of the clients and leads that they have sent. Affiliates can search for clients, see leads that are in process, and monitor the status of all referrals. This tool empowers your affiliates with the abiltity to send new clients, export the list of existing referrals, and watch the progress.
This techology will allow you to focus on what you do best, rather than be inundated with phone call update requests. It’s simple for affiliates to login 24/7 to see the client’s status, just as the client would see. Providing online marketing tools to your affiliates just got easier with the portal as well!
Complete Private Label Solution
It’s easy to add your own logo, information, and color scheme to the portal so that it looks like your website when your customers log in. It’s quick to do and there’s no extra cost. The portal does not have DisputeSuite branding, so your customers will never have a clue you are using DisputeSuite.
Affiliates can send leads
Getting leads from affiliates is the life blood of your company. But, how many leads and referrals slip through the cracks? None anymore! Now, affiliates can send leads securely right in the portal. The affiliate simply fills in basic client data and is given the option to add notes and attachments.
Once submitted, the lead will automatically be added as a contact record in your software with the affiliate’s info tied to it. The new lead is highlighted just like a new email so you can see all your new leads.
Customers Can Check Status 24/7 Online
Customers communicate with you through an interactive notes system. The notes system keeps track of all notes back and forth and notifies each party through email when they have a note to read. Unlike traditional email, the notes system is a secure method for transmitting information back and forth, and it’s centralized so everyone in your company can read and write correspondence.
File attachments back and forth
Many times the customer will be referred by an affiliate from a mortgage company or car dealership and they will have a copy of the customer’s credit report. No more mailing or faxing. Now all the affiliate has to do is log in, select the customer, and upload the report. Sharing allows the affiliate to hide certain files from customer’s. That way they can keep the files private between relevant parties.