Credit repair client intake checklist

Ensure you collect all necessary information from new clients.

This checklist is for educational purposes. Consult with a qualified attorney regarding required disclosures and compliance.

Client Intake Checklist

Client contact information (name, phone, email, address)

Credit report authorization and consent

Service agreement signed

Pricing and payment terms confirmed

Credit report obtained from all three bureaus

Initial credit analysis completed

Dispute strategy documented

Payment method on file

Communication preferences recorded

Compliance documentation filed

Legal Disclaimer

This checklist is for educational purposes. CROA and FCRA have specific requirements for client disclosures and agreements. Consult with a qualified attorney to ensure your intake process complies with all applicable laws.

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