# **Client Dispute Manager Notation Templates**

[TOC]

## **TITLE: SHG assessment-plan of action**
**NOTE:** Sherry has added Client to Pre-Litigation Advanced Disputing Processes/Pre-Dispute Round Preparation of Work Flow Management as follows: Client's internal analytical credit tracker created via Palmieri Method; Speciality Affidavits being created in support of Client docs provided for use in authenticating Identity/SSN/Address/Adoption of Dispute. POA being created for disputing rounds acting on behalf of client when communicating with CRAs; Tradelines; and 3rd party collectors. Any missing supporting documents not provided with initial onboarding of Client noted for retrieval as items are required for proper application and effectiveness of RD1 speciality dispute letters being created.

## **TITLE: No Docs Available/Uploaded**
**NOTE:** No documents (Proof of Identification, Copy of SS Card, Proof of Address) available/uploaded

## **TITLE: Incomplete Docs Available/Uploaded**
**NOTE:** Incomplete documents available/uploaded. Missing Document: Proof of Identification, Copy of SS Card, Proof of Address (current utility bill) `(remove the available doc from the list)`

## **TITLE: Document Follow Up E-mail Sent**
**NOTE:** Follow up email sent to request for client's Proof of Identification, Copy of SS Card and Proof of Address (current utility bill) `(retain only the docs requested)`

## **TITLE: Uploaded Doc/s Received from Client**
**NOTE:** Uploaded client's Proof of Identification, Copy of SS Card, and Proof of Address

## **TITLE: Uploaded Documents Sent by Client**
**NOTE:** Document Uploaded: `indicate name/s of doc/s here`
> Use this in case client sends us other documents such as creditor letters, collection letters, emailed notes (we will place in a word file) etc.

## **TITLE: Sent Files for Signing to Client via Notarize Portal**
**NOTE:**
* Sent E-Sign Docs to client via Notarize Portal (CC Auth Form, CIS Form, Business Adendum & Contractual Agreement)
* Sent Notary Docs to client via Notarize Portal (POA Affidavit, Address Affidavit, SSN Affidavit & Affidavit Adopting Dispute)
> Kindly edit the note section according to what was done.

## **TITLE: Resent Files for Signing to Client via Notarize Portal**
**NOTE:**
* Resent E-Sign Docs to client via Notarize Portal (CC Auth Form, CIS Form, Business Adendum & Contractual Agreement)
* Resent Notary Docs to client via Notarize Portal (POA Affidavit, Address Affidavit, SSN Affidavit & Affidavit Adopting Dispute)
> Kindly edit the note section according to what was done.

## **TITLE: Notarize Portal/Client Portal Uploads and CDM Notes Reviewed**
* Checked Doc Workflow Activity. REVIEWED for any uploaded Client Docs and new management notes in CDM. `PENDING Rtn of IDs/Signed Docs that support Pre-Litigation disputing process.`

> Kindly remove the last sentence if there is no pending docs to receive.

## **TITLE: Received Notary Doc/s From Client and Uploaded to CDM**
**NOTE:** Received Docs From Client: POA, SSN Affidavit, Address Affidavit, Adopting Dispute Affidavit. Uploaded to CDM.
> Kindly edit the note section according to what was done.

## **TITLE: Received E-Sign Doc/s From Client and Uploaded to CDM**
**NOTE:** Received from client: CC Auth Form, CIS Form, Business Addendum & Contractual Agreement. Uploaded to CDM.
> Kindly edit the note section according to what was done.

## **TITLE: Credit Monitoring Issue E-mail Sent**
**NOTE:** `Email sent to request for client's CM credentials` **OR** `Email sent to client regarding CM payment issue`
> Kindly use whicheve is applicable

## **TITLE: New CR Pulled for Pre-Lit RD 1**
**NOTE:** New CR was pulled in preparation for PreLit RD1 Analysis (Credit Report `indicate date here - mm/dd/yyyy`)

## **TITLE: PII Uploaded to CDM**
**NOTE:** Uploaded PII ltr "Ready To Send To LetterStream PII Ltr" (one for each CRA)

## **TITLE: LetterStream Upload**
**NOTE:** Uploaded Merged PII Ltr & Stip Pkg to LetterStream (one for each CRA)

## **TITLE: Client Updated w/ Status**
**NOTE:** `Client Name`, We have formally challenged and sent out PreLit Dispute Ltrs and your file is currently in the middle of a response investigation. We will have an updated status for you once the investigation period/ response time has past and it is time to update your credit report. Your nxt credit pull is the Wk of `(insert date here - mm/dd/yyyy)`. We will circle back to you then. Let Us know if you comfortably have access to your Client Portal as well. Thank you.
> This is the courtesy email sent to client after each RD of dispute is sent via letterstream

## **TITLE: New CR Pulled Post Pre-Lit RD 1**
**NOTE:** New CR was pulled for analysis of result after PreLit RD1 (Credit Report `indicate date here - mm/dd/yyyy`)

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:::spoiler Table Format in Progress 😝
| WHEN TO USE | TITLE | NOTE |
|:-------------------------------------------------------- | ----------------------------- |:---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| 1st Note when a new client is assigned (Plan of Action) | SHG assessment-plan of action | Sherry has added Client to Pre-Litigation Advanced Disputing Processes/Pre-Dispute Round Preparation of Work Flow Management as follows: Client's internal analytical credit tracker created via Palmieri Method; Speciality Affidavits being created in support of Client docs provided for use in authenticating Identity/SSN/Address/Adoption of Dispute. POA being created for disputing rounds acting on behalf of client when communicating with CRAs; Tradelines; and 3rd party collectors. Any missing supporting documents not provided with initial onboarding of Client noted for retrieval as items are required for proper application and effectiveness of RD1 speciality dispute letters being created. |
:::