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Main focus Help credit repair clients get reviewed, tracked, and finished the right way
Business credit has its own page
✓
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
Jay

Jay's To Do's

Dispute professional view. Sent-letter chips show the letter type, destination, and reported sent date when proof is available. Red chips mean no sent proof or the latest reported sent date is over 30 days old.

Back to Today

Jay - Current Client Work

This is display-only. Do not mark anyone complete just because they appear here.

Needs Review: order and assignment proof still need final confirmation.
Brandon owner view

Back-to-back letter watch

These clients appear more than once on the current work lists or have extra-letter work. Verify whether each one is a true next round/additional letter or a duplicate row before anyone treats it as complete.

    Lucy

    Lucy's To Do List

    Supervisor view. This client list stays separate from Jay's dispute work, with room for management notes and review follow-up.

    Back to Today

    Lucy - Current Client Work

    This is display-only. Lucy's separate notes stay below the active client list.

    Needs Review: order and assignment proof still need final confirmation.
    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