Client Responsibilities Checklist
A comprehensive checklist template to set clear expectations with clients, reduce misunderstandings, and ensure CROA-compliant communication about client responsibilities.
Used In These Academy Modules
Credit & Dispute Fundamentals
Understand credit reports, dispute types, and the modern compliance landscape.
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Building a Compliant Credit Repair Business in 2025
A comprehensive guide covering CROA, FCRA, FDCPA, state frameworks, documentation requirements, onboarding flows, client expectations, and internal controls for building a compliant credit repair business.
Cancellation Policy Template (CROA-Compliant)
A CROA-compliant cancellation policy template that clearly outlines client rights, cancellation terms, timing requirements, and documentation procedures.
Client Agreement / Engagement Terms Template
A comprehensive client agreement template that includes service descriptions, limitations, required disclosures, and client responsibilities in a CROA-compliant format.