The platform that runs your entire credit repair business.
Client onboarding, credit report imports, dispute letters, and progress tracking — all in one place, under your brand.
Works with the providers your clients already use
Your brand, front and center.
Your clients see your company name, your colors, and your domain — never ours. Every touchpoint looks and feels like it was built by you.
- Your own domain — clients log in at yourbrand.com, not ours
- Branded emails — every notification comes from your company
- Client portal — a polished experience your clients can trust
Get clients started in minutes.
Design a sign-up flow that matches how your business works. Clients fill out what you need — nothing more, nothing less.
- Drag-and-drop builder — create your intake form without writing code
- Smart steps — show or skip fields based on what a client selects
- Branded sign-in — clients see your name from the very first screen
A dashboard that feels fully bespoke.
Customize your CRM's appearance with flexible dashboard themes and color schemes. Fine-tune the workspace your team sees every day so it feels polished, branded, and entirely your own.
- Appearance themes — choose the dashboard style that fits your brand
- Color schemes — control accents, contrast, and the overall feel of the workspace
- Personal preferences — let each team member work in the look they like best
One click import.
Connect to your client's monitoring provider, pull their credit report, and have it ready for disputes — automatically. No manual uploads, no copy-pasting.
- 3-bureau reports — pull directly from SmartCredit, Credit Karma, and more
- Clean, consistent data — every report looks the same regardless of where it came from
- Straight to disputes — imported data flows right into your dispute workflow
Automation
Your own Zapier — built in.
Build automated workflows that trigger emails, texts, and internal tasks based on what happens in your pipeline. A new client signs up — welcome sequence fires. A dispute round completes — the next steps kick off automatically. No third-party tools, no zaps to maintain.
Event-driven triggers
Client signs up, round completes, payment received — any event in your pipeline can start a workflow.
Multi-channel sequences
Mix email, SMS, delays, and conditions in one visual builder. No code, no separate tools.
Always running
Set it up once and it works for every client, every time. No zaps to babysit, nothing breaks when you scale.
Fluid Automation
Disputes that run themselves, trained on global deletion data.
Turn on Fluid and the entire dispute cycle runs on autopilot. Fluid learns from the methodologies, dispute reasons, and bureau instructions that are actually producing corrections and deletions of negative items across global deletion data. Fresh reports are pulled, changes analyzed, strongest items selected, and letters generated and mailed every month for every client.
Pull, compare, select
Fluid imports the latest report, diffs it against the previous round, and picks the items with the best chance of removal.
Letters written and mailed
Dispute letters use real account data and proven Metro 2 strategies — then go straight to the bureaus on your behalf.
Learns what gets deletions
Each cycle, Fluid learns from what was corrected, deleted, updated, or verified and sharpens the methodology, reasons, and instructions it uses in the next round.
Migration & Historical Imports
Bring your clients and their history with you.
Switching platforms shouldn't mean starting from zero. Import your client list from any software, bring in historical reports from any provider, and keep the work moving without rebuilding your pipeline by hand.
Migrate your client list
Move clients over from any software without rebuilding your pipeline by hand. Review the import, keep your records intact, and get your book of business live fast.
Import historical reports
Bring prior reports in from any provider so each client has real dispute history from day one. Fluid starts with context instead of a blank file.
No restart required
Bring over active clients and their history without losing momentum or re-entering everything from scratch.
Provider-agnostic history
Historical imports give Fluid the context it needs no matter where your reports originally came from.
Automation picks up fast
Once your clients and past reports are in, future dispute cycles can run automatically each month.
Fully automated is fun until...
You realize you need a hobby.
So we built this for you to help pass the time.
Quick break: arrow keys or mouse to move. Press space to start.