Guides and resources for your guide
Material in Spanish to operate in an orderly way and to share with your clients. It is educational and does not replace legal advice.
For your clients
Educational guides you can share with your clients: they position you as an advisor and answer questions before they are asked.
What score is required, how much money is needed, and what the bank checks.
Financing a carRates by score, Buy Here Pay Here, and finance office tricks.
Credit cardsWhich card to ask for based on score and why not to apply for several at once.
How your score worksThe five factors, the ranges, and the costliest myths.
Maintaining your creditThe six rules to avoid going back to square one.
Dispute processReal timelines, rounds, and what to do if an account reappears.
Credit for your businessSeparating personal and business credit, and how to start.
Mistakes that hurt your creditTen common mistakes and what to do instead.
For your firm
What you need to operate in an orderly way: documents, billing, guarantee, and migration.
Documents, orderly billing, and what cannot be promised.
ComplianceHow the platform helps you document every step.
110% guarantee explained simplyThe requirements, so you can explain them in the sale.
Migration guideHow to bring your client portfolio over from your current software.
AcademyTraining for your team inside the platform.
24/7 supportWhatsApp and phone, at any hour.