Audience:
This article is for CreditHero Marketplace users who want to track their referrals' status.
Table of contents:
To start, make sure you have the following:
A CreditHero.com account
How do I track my referred clients?
Log in at https://app.credithero.com/login
Click on the View All pill next to My Clients.
Browse your list of referred clients and use the buttons at the top to filter them by status.
What do the client statuses mean?
Understanding the status of your leads helps you know exactly when a client is ready to close a deal.
Lead:
The client has been successfully referred into the system. They are currently waiting to be processed by the credit repair professional.
In Progress:
The client has been matched with a vetted credit repair professional. They are now actively working on their credit challenges to improve their score.
Min Score:
The client has achieved the minimum credit score threshold. While they may not have hit the final target yet, they now meet the baseline requirements for many initial credit qualifications.
Target Score:
The client has hit the specific credit score goal required for their credit. They are now ready to be handed back to you so you can close the deal.