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Welcome Back

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Payment Reminders

Upcoming and unpaid credit card payments

Client Account Payment Date Amount Status
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My To-Do List

Tasks you create for yourself

Done Task Client Due Date Actions
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Assigned Tasks

Tasks assigned to you

Done Task Client Due Date Assigned To Status
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Clients

0 selected
Name City / State Phone Status Assigned To
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Share With Your Info

Added By Info Added Date Actions
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Users

Name Email Role Status
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Client

Active
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Personal Information


Addresses


AddressCityCountyState ZIPStatus
No addresses

Phone Numbers


Phone NumberCarrierType SourceStatus
No phone numbers

Email Addresses


EmailPasswordSourceStatus
No email addresses

Employers


EmployerJob TitleAnnual SalaryCity StateStatusSinceTill
No employers

Apple & Device


Businesses


Business Name Address Phone EIN
No businesses found.

▼ Personal Documents

Thumbnail Document Type Issued Date Expiration Date Action
No personal documents.

▼ Business Documents

No businesses.

Credit Report


Accounts




Account Login Password Memb# Phone PIN SEQ1 / ANS1 SEQ2 / ANS2 Notes
No accounts found.

Checklist


Item Notes
Upon Initiation - Complete within 2 days
Check SSN with IRS website (no weekends, no evenings)Double-click to add a note...
Phone NumberDouble-click to add a note...
Set up EmailDouble-click to add a note...
ExperianDouble-click to add a note...
   a. Get the inquiry on all 3 bureausDouble-click to add a note...
   b. Open with DisputeDouble-click to add a note...
   c. Or open with annualcreditreport.com and select all three bureausDouble-click to add a note...
   d. Save all three reportsDouble-click to add a note...
Credit KarmaDouble-click to add a note...
Record Login and Security information after opening the following
Apply for ID and Social Security CardDouble-click to add a note...
Create an Apple IDDouble-click to add a note...
CarGurus.comDouble-click to add a note...
Carvana.comDouble-click to add a note...
Carmax.comDouble-click to add a note...
Geico Renters InsuranceDouble-click to add a note...
Upstart.comDouble-click to add a note...
Lending TreeDouble-click to add a note...
Nerd WalletDouble-click to add a note...
Sage Systems: forms.sagestreamllc.com/#/opt-selfDouble-click to add a note...
OptOutPreScreen: optoutprescreen.comDouble-click to add a note...
List Yourself: listyourself.netDouble-click to add a note...
Register to Vote: registertovote.ca.govDouble-click to add a note...
Paypal.comDouble-click to add a note...
Amazon.comDouble-click to add a note...
Ebay.comDouble-click to add a note...
Apmex.comDouble-click to add a note...
providentmetal.comDouble-click to add a note...
Costco Online AccountDouble-click to add a note...
Mlife Members (MGM account)Double-click to add a note...
Home DepotDouble-click to add a note...
LowesDouble-click to add a note...
After a month, open a Credit Karma, TransUnion and Equifax accountDouble-click to add a note...
Apply for CREDIT STRONG, AVA, GRAIN accounts (to be discussed)Double-click to add a note...
Wait 24 HoursDouble-click to add a note...
Apply for Checking Accounts (if declined, repeat after 30-45 days)Double-click to add a note...
   Wells FargoDouble-click to add a note...
   Bank of AmericaDouble-click to add a note...
   US BankDouble-click to add a note...
   Capital One CheckingDouble-click to add a note...
   ChaseDouble-click to add a note...
   Discover Checking AccountDouble-click to add a note...
   Go2BankDouble-click to add a note...
Next is Business Formation
Check Business Name on SOS websiteDouble-click to add a note...
Create a Business email with GmailDouble-click to add a note...
Get a virtual addressDouble-click to add a note...
Register the business with Virtual Address (even without final approval yet)Double-click to add a note...
After approval by SOS, get the EIN number on IRS website (5-7 business days)Double-click to add a note...
Register the business with GoogleDouble-click to add a note...
After Receiving the EIN Number
Dun and Bradstreet: dnb.comDouble-click to add a note...
NAV: nav.comDouble-click to add a note...
Apply NET 30 Accounts: purchase something not more than $100Double-click to add a note...
   CEO Creative: net30.theceocreative.comDouble-click to add a note...
   Office Garner: officegarner.comDouble-click to add a note...
   Crown Office: crownofficesupplies.comDouble-click to add a note...

To Do List


Done Task Due Date
No tasks for this client.

Banks & Cards


▼ Personal

Debit Cards

Credit Cards

Total Credit Limit: $0

Personal Loans

Total Personal Loans: $0

Lines of Credit

Total Lines of Credit: $0

▶ Business

Expenses

Unimplemented in the source app too — no migration needed here.

Financial



Total Limit
$0
Total Balance
$0
Total Available
$0
No credit cards yet.

Settings

My Profile


Change Password


Review Credit Report

Set Password

This immediately replaces their current password. They'll be forced to change it again on their next login.

Add User

The account is created and activated immediately with this password. Share it with the user directly -- they'll be required to change it before they can use anything else on their first login.

Add Client

Personal Information


Address


Phone Information


Email


Employer


Apple & Device

Delete Client(s)

This will permanently delete the client(s) below and everything associated with them -- addresses, businesses, accounts, bank cards, documents, credit reports, to-dos -- including every uploaded file. This cannot be undone.

    To confirm, type the client name(s) exactly as shown above, separated by commas:

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    Add Business

    Business Information

    Additional Owners

    Remaining Ownership: 0%

    Physical Address

    Mailing Address

    Primary Phone

    Primary Email

    Edit Employer

    Employer Information

    Add Bank / Card

    Account Information

    Product Information

    Application Information

    Online / Portal Access

    Security Questions

    Status & Billing

    Notes