Configuration Bubble

Learn and Navigate thru Score CEO Configuration Bubble. Learn today how to manage your profile, campaigns, payment info, workflow setting and much more.

How to Update Your Profile in ScoreCEO.
Each user will have their own profile. Each user profile will provide contact information for each user in your ScoreCEO portal. Learn today how to update y...
Wed, 30 Nov, 2022 at 9:59 AM
How to change or update user password.
To update and change your current password you may do so right on your account. Please follow the steps below to update your current password.  First, l...
Wed, 30 Nov, 2022 at 10:04 AM
How to add Referral Office Types
Learn how to categorize your referral types, whether they are a mortgage company, real estate agent, or auto dealership, ScoreCEO will give you the ability ...
Wed, 30 Nov, 2022 at 11:03 AM
How to add credit monitoring services to ScoreCEO
ScoreCEO allows you to add credit monitoring service information for each person. If the credit monitoring provider you are using is not currently saved in ...
Wed, 30 Nov, 2022 at 11:10 AM
How to add a Qualifying Criteria to your List in ScoreCEO.
ScoreCEO allows you to add qualifying criteria. Qualifying Criteria are used to allow you to document each requirement that your customer will need to quali...
Wed, 30 Nov, 2022 at 1:14 PM
Where can I find all the contracts in ScoreCEO?
ScoreCEO provides contracts and two-party signatures for all your contracts sent via ScoreCEO. Learn where you can find these create contracts. You can cust...
Wed, 30 Nov, 2022 at 1:26 PM
Where can I find the Credit Repair Contract and Edit?
ScoreCEO provides contracts and two-party signatures for all your contracts sent via ScoreCEO. Learn where you can find these contracts. You can customize a...
Wed, 30 Nov, 2022 at 3:02 PM
Where can I find and edit the Credit Card Authorization Form?
ScoreCEO provides a credit card authorization form for you to send to your customer. Learn where you can find this authorization form. You can customize and...
Wed, 30 Nov, 2022 at 3:05 PM
Where can I find and edit the ACH Authorization Form?
ScoreCEO provides an ACH authorization form for you to send to your customer. Learn where you can find this authorization form. You can customize and or rep...
Wed, 30 Nov, 2022 at 3:12 PM
Where can I find and edit the Referral Agreement?
ScoreCEO provides contracts and two-party signatures for all your contracts sent via ScoreCEO. Learn where you can find these contracts. You can customize a...
Wed, 30 Nov, 2022 at 3:15 PM