Scheduling your First Credit Coaching Call
How to schedule your first call and what will be discussed
Chris Busch
Last Update 5 ay önce
One of the final steps to get onboard is to schedule your first Credit Coaching / Consultation call.
You will receive a link to Calendly to schedule the appointment or the link may be available in your portal. The meeting will take approximately 30 minutes. You can reschedule at any time by sending an email to your credit analyst, or rescheduling through Calendly.
We will review the program with you. If you want to make any changes to the plan you started, you can do so during this consultation.
The items we will cover are:
Your goals whether it's home ownership or something else.
The items on your credit report that are negatively impacting your score.
What items are having a positive impact on you score.
Your overall active credit picture. If you need to build credit, we will discuss what needs to be done.
We will finalize your credit coaching game plan and what you can do to help improve your credit score.
Next we will show you how to securely upload your documents.