A one-on-one mentorship program for learning How to remove clients information from the ChexSystems platform.
Learn how to guide clients through reviewing their ChexSystems information and addressing entries they believe are inaccurate or unsupported. This one-on-one mentorship provides personalized instruction on the process and helps you build a clear, organized workflow for working with clients.
What’s included:
One-on-one mentorship focused on ChexSystems
Guidance on reviewing a ChexSystems consumer report
Help identifying information a client may want to question
Instruction on organizing supporting documents and client records
Guidance on preparing and tracking disputes
A repeatable workflow for managing client cases
Time to ask questions and discuss practical scenarios