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Main focus Help credit repair clients get reviewed, tracked, and finished the right way
Business credit has its own page
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Last checked Loading latest check
Only mark work done when there is a receipt
Open pages

Look Here First

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Can This Be Marked Done?

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62%Can mark done
Client receipt attached2
Lucy or Jay review needed5
Cannot mark done yet4

Personal Credit Clients

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Needs review5
Letters or disputes open2
Closed with receipt2
Business creditOwn page

What Changed

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Decisions Needed

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Info Needed From You

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1 NameClient name for credit repair, or business name for business credit.
2 Where it standsExamples: report uploaded, report in review, letter needs review, letter reviewed, waiting, blocked, done.
3 Lucy or JayChoose who is working on the credit report.
4 Report and letter reviewMake sure the credit report is in the right place and the letter is reviewed.
5 Next stepOne simple action someone can do next.
6 Blocker or receiptA screenshot, note, letter, dispute, or clear reason it cannot move yet.
Add dashboard info

How The Helper Works

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AI Automation prepares the workAutomation prepares, routes, drafts, reminds, and tracks missing receipts.
LJ Lucy or Jay checks itLucy or Jay checks the credit report location and reviews the credit repair letter.
✎ Letters get reviewed hereCredit repair letters must be reviewed before they are treated as ready.
✓ Done needs reviewOnly mark done when Lucy/Jay review is recorded and a blocker or receipt is attached.
Personal credit repair focus 4 need receipts
Lucy or Jay review 5 need a decision
Letters or disputes 2 letters or disputes
Closed with proof 2 have receipts
Credit repair work

Personal Credit Repair Work

Handle one client at a time: what was done, who owns it, what receipt is missing, and what happens next.

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Helper

Helper Fix List

Write down what the helper got wrong and what it should do next time.

Business credit page

Business Credit

Business credit belongs on this page. The first screen should stay focused on personal credit repair until you tell the dashboard to switch priorities.

Personal Clients

Personal Credit Repair Client Pipeline

Receipts

Missing Receipts and Safety Checks

Team

Who Needs To Decide

Messages

Client Messages

Add Info

Add Simple Dashboard Info

Use this when you want the dashboard to understand a client, a business-credit task, or a blocker. Keep each answer short and plain.

LOGIC

Dispute Letter Training

Fix Orders

Fix Safe Dashboard Items First

Activity

What Changed Recently