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Full product

Everything offered by Financore Platform

AI disputes, reports, clients, CRM with WhatsApp, contract, payments, training, and financing in one system, with your brand. Everything included on all plans.

Dispute software

12 bureaus, creditors, and collectors, in 3 clicks.

AI disputes in Financore Platform: client list with their rounds, with sample names
  • Primary and secondary bureaus

    Experian, TransUnion, and Equifax, and secondary bureaus in the same round.

  • Direct creditors

    More than 200 creditors, to dispute at the source.

  • Collectors

    Debt validation with the main collectors.

  • AI disputes

    Review your 3 reports, choose what to dispute, and the AI drafts a different letter per account; you approve each mailing.

  • Letters and mailing

    Letters with tracking and postal mailing with your approval, from the same round.

  • Rounds every 40 days

    Tracking by bureau and a notice when the cycle comes due.

Your daily summary

Your whole firm on one screen, every morning, with what to do first.

Financore Platform “Today and schedule” screen, with sample data
  • Daily summary

    Greeting, active clients, rounds about to come due, and the day's payments in a single view.

  • Today and schedule

    Appointments, booking link, and the dates of each round in one calendar.

  • A funnel that moves on its own

    Each client changes stage based on their documents, rounds, and replies; you don't update it by hand.

  • What do I do today and first steps

    The daily list of what to do first, also by email at 8, and a short guide up to your first client.

  • Monthly report with your brand

    Monthly summary of the firm in PDF, with your name, logo, and colors.

  • Team, plan, and search

    Roles per person, your plan and usage with the 7-day trial, and Ctrl K to find everything.

Try it free for 7 days

Plans from $97/month · 24/7 support in Spanish

Reports and analysis

From the credit report to a clear plan, with the analysis done inside the system.

Sample client profile with progress and report import
  • Paste or import the report

    Paste the report or bring it in with the extension; the reader reads the 4 supported portals, in PDF or HTML.

  • Analysis and action plan

    Findings by bureau and an organized action plan for each client.

  • What changed

    Compare the new report with the previous one when you re-import, in each round.

  • Client reports

    Summary, work plan, sales note, and technical report, with your name, logo, and colors.

  • Scores and 3-bureau monitoring

    Score and credit utilization by bureau, with their history, inside each client's profile.

  • Guide to getting the report

    Step by step to pull it from Infinanzas, SmartCredit, MyFreeScoreNow, or IdentityIQ.

Clients, cases, and disputes

Each client with their client file and their follow-up every 40 days.

Financore Platform client list, with sample names
  • Clients

    List with search, stage, and assignee, and an actions menu for each client.

  • Client profile

    Data, analysis, payments, and documents (ID and proof of address) through a secure, encrypted link, in a single profile.

  • Cases in progress

    Rounds every 40 days by bureau and CSV export.

  • Client portal

    Your client sees their pending items and their progress in a portal with your brand.

  • Brand settings

    Your firm's name, logo, color, and website in everything the client sees.

  • Migrate my clients

    Bring your client portfolio from your current software into the platform.

Try it free for 7 days

Plans from $97/month · 24/7 support in Spanish

CRM · WhatsApp with AI

Conversations, funnels, and automatic follow-up in the same place as your clients.

Financore Platform CRM · WhatsApp, with sample data
  • Conversation inbox

    WhatsApp, email, Instagram, and TikTok together, with a handoff to a person when needed.

  • Funnels and contacts

    Each contact at their stage, on a board, with rules per funnel and import from CSV.

  • Automatic follow-up and remarketing

    Sequences by stage and by time so no one is left without a reply.

  • AI assistant

    Replies, classifies, and picks responses from a library of texts approved by you.

  • Agents that keep watch

    Agents that check for you and tell you what needs attention.

  • Emails, broadcasts, and analytics

    Mailbox, templates, and campaigns with your own connection, and the progress of each funnel.

Contract, payments, and guarantee

The contract signed online and payment tied to each round, in the same system.

Financore Platform “Payments” screen, with sample data
  • Online contract and signature

    Your client signs from a secure link and you see who has signed and who is missing.

  • Payments

    What has been collected and what is pending for each client, at a glance.

  • Payment tied to each round

    Payment is released when the round closes: the client pays for finished work.

  • 110% guarantee

    Your guarantee program, with requirements in writing, inside the same system.

  • Affiliates and commissions

    Your referral network with your link, tracking of their payments, and your monthly commission.

  • Card offers

    Offers for the client, with an affiliate link.

Try it free for 7 days

Plans from $97/month · 24/7 support in Spanish

Learn and grow

Learn the system, get certified, and win clients with ready-made material.

Financore Platform Academy: short videos and an exam to learn the system
  • Academy

    Short videos to learn the system step by step.

  • Certification

    Exam to get certified with Financore.

  • My Web

    Your own page with a QR code, included in your subscription.

  • Client material

    Printable guides with your firm's brand.

  • Content for your social media

    Diagnosis of your profile, ideas, carousels, and five reels per week.

  • 24/7 support in Spanish

    Support around the clock, by chat and tickets, with a help center of articles and guides.

Financing

For your clients and their businesses, through links to financial partners.

Financore Platform “Business credit” screen
  • Business credit

    More than 75 lenders for your client's business.

  • Personal loans

    A link to a partner for someone looking for a personal loan.

  • Black Box

    Where to look for capital for your client without touching their score.

  • Refer a client

    Pass a client's business to business credit with their profile; the commission is agreed in writing.

  • Offers when rounds close

    When finished, the client sees financing options, with their permission and their consents.

  • Capital guides

    Articles to explain each type of financing to your client.

Try it free for 7 days

Plans from $97/month · 24/7 support in Spanish

Try it free for 7 days

Plans from $97/month · 24/7 support in Spanish