Monitoring: My Free Score Now • Has creds + SSN in CRM • 3 docs uploaded (unreviewed)
Review 3 uploaded docs ASAP. Phone call Monday 3/23. Docs may be bureau response letters.
Monitoring: NOT IN SYSTEM • No creds on file
Phone call Monday 3/23. Verify she has credit monitoring account. If not, set up first.
Payment: $1,428 (tag) • Furthest along in dispute cycle • CAS-connected contact
Phone call Wed 3/25. Check Round 3 bureau responses. Longest-tenured, highest-value client.
Monitoring: My Free Score Now • Has creds on file • 86 days still in Round 2
Phone call Wed 3/25. Why still in Round 2 after 86 days? Check monitoring account.
No client notes in CRM — zero call logs, case history, or dispute status updates on any client.
No payment tracking — every opportunity shows $0. Only Alexis has a $1,428 tag.
No personal outreach visible — all recent comms are automated nurture emails.
Alex Velasquez has 3 uploaded documents (bureau response letters?) that no one has reviewed.
Wendy Arrellano has no credit monitoring credentials in the system.
Amparo Martinez: 86 days as client, still in Round 2. Possible stall.