Your credit work. Organized in one place.
A secure client workspace is the next stage of The Credit GOAT experience. This demo shows the workflow that can be connected to a real authentication, storage, billing, and CRM platform before launch.
Intake & Agreements
Complete onboarding, review required disclosures, and sign the applicable service agreement before work begins.
Setup requiredSecure Documents
Upload credit reports, dispute correspondence, responses, adverse-action notices, and case documents through an authenticated portal—not a public form.
Setup requiredProgress Dashboard
See current tasks, document requests, dispute milestones, litigation-support milestones, and next actions.
DemoMy Action Center
| Item | Status |
|---|---|
| Client intake | Complete |
| Service agreement | Pending signature |
| Credit reports | Upload requested |
| Initial analysis | Not started |
| Next consultation | Not scheduled |
Secure Upload
This public website intentionally does not accept sensitive uploads yet. A production portal should require authentication, encryption, access controls, and secure storage.
One workflow from consultation to completion.
Choose a consultation.
Complete the correct questionnaire.
Review agreements and disclosures.
Send records securely.
Follow tasks and milestones.