Everything you need to get up and running with ScoreAutomation. Browse common questions below or reach out to our team directly.
Step 1
Create Your Vendor Account
Register at scoreautomation.com and choose a subscription plan. Your account is activated instantly.
Step 2
Add Your First Client
From the Clients page, click "New Client" and enter their contact info and credit bureau scores.
Step 3
Set Up Disputes
In the Disputes section, create dispute items for each bureau (Equifax, Experian, TransUnion) per client.
Step 4
Generate Letters with AI
Use AI Tools to auto-draft dispute letters, goodwill letters, and validation letters in seconds.
Step 5
Share the Client Portal
Each client gets a private portal link where they can view their progress and sign documents.
Step 6
Track & Automate
Use the Dashboard, Deadlines, Tasks, and Churn Risk tools to manage your entire book of business.
What is ScoreAutomation? ▾
ScoreAutomation is a CRM platform built specifically for credit repair organizations. It includes client management, dispute tracking, AI-powered letter generation, client portals, e-signatures, billing, and analytics — everything a credit repair business needs to operate efficiently.
Do I need to be licensed to use ScoreAutomation? ▾
Yes. ScoreAutomation is intended for use by licensed credit repair organizations. You are responsible for ensuring your business complies with the Credit Repair Organizations Act (CROA), your state's bonding and registration requirements, and all other applicable laws. We recommend consulting a legal professional before starting a credit repair business.
How does the client portal work? ▾
Each client gets a unique, private portal link generated by you. Clients can log in with their email to view their dispute progress, current credit scores, pending tasks, and any documents awaiting their signature. The portal is white-label-ready on the Agency plan — clients see your company's branding.
How does AI letter generation work? ▾
Our AI (powered by Claude) analyzes your client's dispute information and generates compliant dispute letters, goodwill letters, debt validation requests, and progress reports. All letters are drafts that you review and approve before sending. We strongly recommend having an attorney review your letter templates.
Can I add team members to my account? ▾
Yes. The Growth and Agency plans support multiple team members. From the Team page in your dashboard, you can invite agents and admins via email. Each team member gets their own login. The Agency plan includes unlimited team seats.
What happens to my data if I cancel? ▾
You retain access through the end of your billing period. After cancellation, your data is retained for 90 days, during which you can request an export. After 90 days, data is permanently deleted from our servers. Contact support@axoul.com to request a data export at any time.
Is my client data secure? ▾
Yes. All data is encrypted in transit via HTTPS/TLS. We use industry-standard server infrastructure with access controls and monitoring. Passwords are hashed and salted. We do not sell or share your client data with any third parties. See our
Privacy Policy for full details.
Can I upgrade or downgrade my plan? ▾
Yes, you can change your plan at any time from the Settings → Billing section of your dashboard. Upgrades take effect immediately; downgrades take effect at the start of your next billing cycle. Contact billing@axoul.com if you need help with a plan change.
Do you offer a free trial? ▾
We offer a demo account for qualified prospects. Contact us at support@axoul.com to schedule a live demo or request trial access. Our team will walk you through the full platform.
What payment methods do you accept? ▾
We accept all major credit and debit cards (Visa, Mastercard, American Express, Discover) via Stripe. We do not accept checks or bank transfers at this time. All payments are processed securely by Stripe.