01Client Onboarding Portal

WELCOME —
LET'S GET YOU STARTED.

Complete the six steps below in order. Most clients finish in under 30 minutes. Your file cannot enter our strategy and dispute process until every step is done.

Your progress

0 of 6 steps complete

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  1. 01

    Complete your client intake form

    This is your official client file. Fill it out completely and accurately — the details here drive your entire credit and fundability strategy.

  2. 02

    Pull your full credit report

    We require your FULL tri-bureau credit report. If you already have compatible credit monitoring, use that instead of enrolling in a new service.

  3. 03

    Create & verify your CFPB account

    Register your CFPB account, verify your email, then log out. Do NOT submit any complaints yet — that is handled as part of your strategy.

    Submitting on your own can conflict with the strategy timeline.

  4. 04

    Freeze secondary bureaus & opt out

    Lock down secondary data sources so outdated information cannot be re-inserted while we work. Complete all three.

  5. 05

    Submit your documents securely

    Send monitoring login credentials, CFPB credentials, PINs for any frozen bureaus, plus photo ID and proof of address. Contact us first for a secure transfer link.

    Never send your full SSN by standard text or email — secure upload only.

  6. 06

    Schedule your strategy consultation

    Once steps 1–5 are complete, book your consultation. We review your full report, walk your Fundability Roadmap and launch Round 1.

What happens next

Day 1

Full tri-bureau analysis — every violation, conflict and inaccuracy documented.

Days 2–5

Round 1 letters prepared and mailed to all three bureaus.

Days 15–30

Responses tracked; escalation triggered automatically if bureaus stall.

Days 30–45

Round 2/3 escalations plus your updated Fundability Roadmap.

Need help?

515.902.7543

Colemanenterprisesolutions@gmail.com

Coleman Enterprise Solutions LLC provides financial education, credit coaching, funding readiness and business consulting services. No specific credit result, funding approval or outcome is guaranteed. You will receive all required written disclosures and agreements before services begin.