For Professionals

Get your clients credit-ready
before the deal falls through.

Too many transactions die because of avoidable credit problems. ScoreVera gives mortgage brokers, real estate agents, and financial planners a structured way to help clients clean up their credit — before it becomes your problem.

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The Problem

Credit problems kill deals that didn't have to die.

Your client has the income, the down payment, and the intent to close. Then underwriting pulls their credit and finds a collection account from 2021 that should have been disputed six months ago. The rate lock expires. The deal falls through. You start over.

This happens because most professionals don't have a concrete answer when a client asks, "What do I do about this?" You can tell them to dispute it. You can tell them to call the bureaus. But without a structured process, most clients don't follow through — or they do it wrong and waste the 30-day investigation window.

ScoreVera gives you something specific to hand them. Not a referral to a credit repair company. Not a pamphlet. A real system they can use right now.

Who This Is For

Built for professionals whose outcomes depend on client credit.

Mortgage Brokers
Loan denied or delayed

A client with a 609 score doesn't have to stay at a 609. Help them identify and dispute the items keeping them below your qualification threshold — before they lose the rate lock.

Real Estate Agents
Deal falls through at the last minute

Deals die when buyers can't qualify. Get clients into the dispute process 60–90 days before they need to apply — and increase the odds your transaction actually closes.

Financial Planners
High-interest debt dragging clients backward

Clients with damaged credit pay more for everything. Integrate credit cleanup into your planning process as a defined first step — before you tackle investment strategy.

Tax Professionals
Clients stuck because of old IRS liens or errors

Resolved tax issues often leave incorrect data on credit reports. Help clients dispute outdated or inaccurate IRS-related entries once the underlying issue is addressed.

How ScoreVera Helps

You guide the process. Your clients run it.

ScoreVera is a tool your clients use directly — not a service you provide on their behalf. That distinction matters both legally and practically.

Give clients a clear action plan

Instead of telling clients they need to "fix their credit," give them a specific, structured process with letters generated for each item that needs attention.

Track their progress

See where each client stands in their dispute timeline. Know when bureau investigations are due, when to follow up, and when items have been resolved.

Clients run the process themselves

Your clients use their own legal rights under the FCRA. You guide the strategy. They submit the letters. The result stays with them after the transaction closes.

No deal, no problem — they still benefit

Even clients who don't qualify this cycle benefit from the process. You become the advisor who actually helped them — not just the one who said "come back later."

The Workflow

From "your credit needs work" to a concrete action plan in one session.

1
Client pulls their free credit report

Direct them to AnnualCreditReport.com. Free, no credit card required. All three bureaus.

2
Upload and scan with ScoreVera

ScoreVera analyzes the report and flags collections, charge-offs, late payments, inquiries, and outdated items — organized by bureau.

3
Review the action plan together

You and your client go through what ScoreVera found. Prioritize by impact. Decide which items to dispute first.

4
Client generates and sends dispute letters

ScoreVera generates FCRA-compliant letters for each item. Your client reviews, signs, and mails them. The 30-day clock starts.

5
Track and follow up

ScoreVera tracks each dispute timeline. You check in with your client at key milestones. Bureau responses guide the next round.

Compliance Note

ScoreVera is software. Professionals using it are not providing credit repair services.

The Credit Repair Organizations Act (CROA) regulates companies that provide credit repair services for a fee. ScoreVera is a software tool — it generates letters and tracks timelines, but your clients are the ones submitting disputes using their own legal rights. You are not submitting disputes on their behalf.

That said, regulations vary by state and by profession. If you are a licensed mortgage broker, financial planner, or attorney, review how your licensing rules interact with credit-related guidance before recommending any specific tool or process to clients. When in doubt, consult your compliance officer or a licensed attorney.

Your clients can fix their credit. You can help them do it.

Stop losing deals to avoidable credit problems. Give clients a structured, legal process — and position yourself as the professional who helped them get there.

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