Getting Started Email

Subject: Getting Started & Next Steps!

It was a pleasure speaking with you, (CLIENT NAME!

I’m excited to move you forward in our process and one step closer to getting your SBA approval! The next step is simply completing your portal setup so the system can import your credit report and prepare your file, and it should only take a few minutes.

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Step 1 – Create Your Credit Monitoring Account

You’ll need a credit monitoring system to upload your report to your portal. Here is the link to our preferred credit monitoring system; Smart Credit Sign Up

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Step 2 – Create Your Hidden Partner Cloud Portal

You'll also need to set up your portal. Here is the link to do so: Create Your Account

How to set up your account:
~Click Create an Account
~Select Individual
~Fill in your information
~Upload the required documents
~Import your credit report to your portal
If any additional documents or information are needed, you'll be notified right away. And if you have any questions or concerns, feel free to reach out! I'm here, and happy to help!

~ Input your SmartCredit login in the notes box; you may prefer to use a temporary password that you can change immediately after your profile has been completed like password123 or kittens24.

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Display

Any items that are impacting your score will reflect on your portal once you create your account. 

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Processing

Standard package processing covers up to 25 inquiries per client. Accounts with more than 25 inquiries will require additional review of processing guidelines.

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Deletion Actions

Everything needed is prepared and submitted via your portal. After you set up your account, nothing else is needed from your end. 

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Progress Tracking & Updates

Your portal will provide updates as results come in. It's very possible for clients to begin seeing changes in as little as days to a few weeks, though each individual case varies as it depends on the bureaus’ timelines. 

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Success

Once your profile is complete, you're connected back to your First Financial liaison, (FF LIASON NAME), to continue your funding process.

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File Activation

Your First Financial Special Client Rate is: $850.

Payment options are:

Zelle; studentcredit.info@gmail.com

CashApp; $LTSCS

Venmo; @LTSCS

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Processing Window

Files are prepared in daily processing batches. Clients who complete their portal setup and payment today can typically be included in the next processing cycle. If you can complete everything before I leave the office today at 7:30pm EST, I can activate your account!  Once you finish your setup, let me know!

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I’m here to answer any questions you may have! I want to ensure everything is as smooth and as stress-free as possible for you, so please feel free to reach out! Thank you!

Warmly,
(AGENT NAME)

(AGENT TITLE)