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Credit repair CRM and automation features
Every tool a credit repair business runs on, in one system, with the pipelines and automations already built for credit repair.
Everything in one system
Included in UBS Core and UBS Elite.
Lead capture
Turn visitors and missed calls into booked consultations.
- Funnels and websites
- Forms and surveys
- Calendars and online booking
- Missed-call text back
- Trigger links
CRM and pipelines
See every lead and client and where they stand.
- Contact management with full history
- Sales pipelines and opportunities
- Fulfillment pipeline with stages for onboarding, each dispute round, and graduation
- Tags and custom fields
Client communication
Every text and email in one place.
- Two-way SMS
- Two-way email
- SMS and email templates
- Email marketing
Automation
Follow-up that runs on its own schedule.
- Workflows and triggers
- Prebuilt UBS credit repair automations
- Appointment reminders
- Automated client updates
Agreements and payments
Get signed and get paid without chasing.
- Documents and contracts with e-signatures
- Invoicing
- Text-to-pay
Training and support
Help getting live, not just a login.
- UBS Quick-Start Training
- Guided onboarding checklist
- Live Implementation / Support Calls
- Email support answered within 48 to 72 hours
Built for credit repair, not adapted to it
These automations come set up. You change the wording and turn them on.
- New lead follow-up – Welcome messages and a multi-step nurture sequence.
- Appointment reminders – Confirmations and reminders before every call, plus no-show follow-up.
- Client onboarding – Agreement, checklist, and next steps sent in order.
- Dispute-round notifications – Clients hear from you as each round moves.
- Payment and access reminders – Past-due and missing-information notices on a schedule.
- Contract tracking – Alerts when an agreement is signed, and reminders when it isn’t.
New lead
Call booked
Onboarding
Round 3 sent
Pipelines, stages, and messages come built for credit repair. You change the wording to fit your brand.
Added in UBS Elite Elite and Elite Lifetime
For owners with a team, or who want a DIY product to offer.
- Unlimited users and contacts – Add your team without per-seat limits.
- Whitelabel DIY Credit Repair Program – A prebuilt DIY program you rename, brand, and offer to your own clients.
- Memberships – Deliver courses and programs inside UBS.
- All reporting – See how the business and the team are performing.
- Affiliate manager – Run a referral program for partners and past clients.
- Reputation management – Request and manage reviews.
Feature questions
Is UBS a CRM?
Yes. UBS includes a full CRM with contacts, pipelines, and opportunities, plus the funnels, messaging, automation, and payment tools around it, set up for credit repair.
Do the credit repair automations come built?
Yes. UBS includes prebuilt pipelines, workflows, and message templates for credit repair. You change the wording to fit your brand.
Which features are only in Elite?
Unlimited users and contacts, the Whitelabel DIY Credit Repair Program, memberships, all reporting, affiliate manager, and reputation management.
Are texts, calls, and email included?
No. Phone, SMS, email, AI, and similar services are usage-based and billed separately at current UBS usage rates.
Does UBS file disputes for me?
No. UBS is business software. It organizes your clients, rounds, and follow-up; you and your team do the credit repair work.
See the features on a 30-minute call
We’ll walk through the pipelines and automations using a real setup, and answer your questions.