CWE Credit Repair Consultation Intake

  • Credit Repair Consultation Intake

  • Purpose: This form is required before scheduling a credit consultation. Its purpose is to collect accurate information, verify that a credit report has been pulled, and ensure readiness for the credit repair process. Submissions are reviewed to confirm eligibility and seriousness. Incomplete forms or missing credit reports may result in delayed or canceled consultations.

  • Form Instructions for AI

    • This is a REQUIRED pre-consultation form
    • Credit report upload is mandatory
    • If user answers "No" to having a credit report, end the form

  • SECTION 1: IDENTITY (ALL REQUIRED)

  • Format: (000) 000-0000.

  • SECTION 2:

  • Logic Rule: If answer is NO → Display message: “You must pull your credit report before continuing. Please return once completed.” Then END FORM.

  • SECTION 3: CREDIT REPORT UPLOAD (REQUIRED)

  • Tap To Add Credit Report
    Drag and drop files here
    Choose a file
    Cancelof

  • Field Type: File Upload
    Accepted Format: PDF only
    Required: Yes
    Helper Text: Upload the full credit report you pulled. Screenshots are not accepted.

  • SECTION 4: CREDIT STATUS

  • SECTION 5:

  • Logic Rule: If answer is NO → Display message: "This process requires participation. Please return when ready." Then END FORM.

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  • Should be Empty: