How the guided tool works

1. Questions

   Your client answers questions about the credit file issue they want to sort out. The questions guide them through what matters.

   QuestionsIllustration

   Do you recognise the listing on your credit file?Yes, I recognise itNo, I don’t recognise itI’m not sureNext

2. Assessment

   The tool returns an assessment of the issue, built from those answers.

   AssessmentIllustration

   Your assessmentWhat you told usWhat it may meanNot legal advice. No outcome is guaranteed.

3. Evidence checklist

   A checklist of the evidence to gather before anything is sent.

   Evidence checklistIllustration

   Evidence to gatherYour current credit fileLetters or emails about the issueRecords of any paymentsNotes of calls, with datesGather these before anything is sent.

4. Review-only draft

   Draft correspondence, shown on screen for your client to review. It is a draft, not a letter that has gone anywhere.

   Review-only draftIllustration

   Draft letterDraftDear [recipient],Kind regards,[Your name]Every draft is review-only. No email, SMS, or creditor contact is ever sent automatically by this product.

5. Then your client sends it

   Your client reads the draft, decides, and sends it themselves. The product never contacts a creditor, and nothing is sent automatically.

Illustrations with sample content.