Credit Repair Application Form
Starting credit repair cases with the full financial picture. Collect credit history, dispute details, and signed authorization in one organized form before work begins.
Credit repair agencies that collect client information through phone calls and email often begin cases without the complete financial picture. Missing credit report details or unclear dispute history means specialists spend time gathering basics instead of working on the case. Typeform's credit repair application form gives agencies a reliable way to collect complete client information before a specialist is assigned.
The form captures personal details, current credit score range, types of negative items on the credit report, dispute history, and authorization to access credit information. Questions appear one at a time, so clients move through each section without feeling overwhelmed by the financial detail involved. Conditional logic adapts the form based on a client's credit situation. A client with active collections sees different follow-up questions than one dealing primarily with late payment history, keeping the form relevant to each case.
Customize the form to match your service packages, intake requirements, and authorization language. Share it via email or a direct link sent after an initial consultation call. Every submission routes to your CRM or Google Sheets via Zapier, so specialists have the full client picture before the first session begins. Your team starts every credit repair case with the information it needs, not a list of follow-up questions to send.
A credit repair application form is a structured intake document that credit repair agencies use to collect a client's financial details and authorization before beginning work on their case. It captures personal information, credit score range, types of negative items, dispute history, and consent to access credit information. This gives specialists everything they need to start credit repair work on day one, not after a round of follow-up calls.
Credit repair agencies must obtain written authorization before pulling a client's credit report or disputing items on their behalf. Starting work without that documentation puts your agency out of compliance with the Credit Repair Organizations Act. A credit repair application form collects that authorization alongside the client's financial details. Your agency is covered before any work is done.
Cover necessary intake details including:
- Full name, contact details, and date of birth
- Current credit score range and credit bureaus affected
- Types of negative items (late payments, collections, charge-offs, etc.)
- Prior dispute history and outcomes
- Written authorization to access and dispute credit information
Yes. Typeform's File Upload feature lets clients attach copies of their credit reports, dispute letters, and supporting documentation directly to their submission. Files up to 10MB are supported in common formats (PDF, JPG, PNG). Documents arrive alongside the application details, so your specialist reviews everything in one place before the first session. File Upload is available on paid Typeform plans.
Yes. Connect Stripe or PayPal to collect an initial consultation fee or service deposit at the time of submission. Alternatively, use the form for intake only and send a payment link once the client's case has been assessed. Review your payment timing with legal counsel before going live, as CROA prohibits charging fees before services are fully performed.
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