Real estate agents
Keep referral follow-up clear without making credit promises.
Organize authorized client intake and professional referrals while keeping property decisions separate from report review.
A realistic workflow
A prospective buyer asks about a report discrepancy. Record the lead and the authorized next step, coordinate a qualified professional referral, and schedule a follow-up without promising a closing date or approval.
- 01
Confirm authorization and scope
- 02
Review source evidence together
- 03
Document the next action
No guaranteed score increases, deletions, financing approval, or earnings. Payment collection and external messaging depend on supported provider configuration.
Questions from real estate agents
Can I promise a home purchase after a review?
No. A report review does not guarantee financing or a property purchase. Work within your professional role and obtain authorization before handling reports.
What can my team do today?
Manage authorized client records, import reports, review account evidence, prepare editable dispute drafts, and track follow-up. Human review is required before correspondence is used.
Can I try the workflow before signing up?
Yes. The product demo uses clearly labeled sample data. Eligible professional workspaces can follow the current signup flow. New paid checkout remains on hold.