New Credit Specialist Training
KingTaxSolutionsLLC
Course Overview
This interactive training is designed for new King Credit Solutions credit specialists who need to understand our client onboarding process, credit review flow, software workflow, and dispute preparation strategy.
Inside this training, specialists will learn how to guide potential clients through the credit repair process, understand our available service paths, complete a Credit Strategy Review, use the client portal and software tools, import credit reports, generate the Credit Analysis Letter, and begin the correct next steps based on whether the client chooses DIY Software + Training or full-service credit repair support.
This course also walks through how to identify strong first-round dispute targets, review personal information, account history, inquiries, public records, collections, charge-offs, duplicate reporting, and other credit file concerns that may impact a client’s progress.
By the end of this training, specialists should feel confident navigating the software, understanding the client journey, documenting notes, communicating updates through the client portal, and preparing for dispute workflows using the Dispute Wizard.
What You’ll Learn:
- King Credit Solutions plans and client process
- How leads become active clients in the software
- Required onboarding documents and monitoring steps
- How to run the credit report import
- How to generate and use the Credit Analysis Letter
- How to conduct a Credit Strategy Review Call
- How to activate DIY Capability when applicable
- How to begin full-service dispute preparation
- How to use the Dispute Wizard tabs
- Best first-round dispute targets
- Personal information cleanup strategy
- Secondary report freeze basics
- Client communication, notes, reminders, and portal updates
Who This Course Is For:
This course is for new King Credit Solutions credit specialists, credit review team members, onboarding support staff, and anyone responsible for helping clients understand their credit repair options and next steps.
Course Format:
Interactive training with guided lessons, software visuals, knowledge checks, and a final exam.
Important Note:
Plan pricing is intentionally not included in this course because pricing may change. Specialists should always use the most updated pricing and offer details provided by King Credit Solutions in real time. also download that credit strategy Review Call Complete Guide Download PDF