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🎯 Assign Product / Service to User Account

🔑 Reset User Password

Search / Select User Account (Type Name, Email, ID, or #)

🔗 Set Referral Code for User

Search / Select User Account (Type Name, Email, ID, or #)

Referral Code (default: ATA)

✅ Flag User as Client

Search / Select User Account (Type Name, Email, ID, or #)

💳 Manual Payment Override

Use when the client paid but the webhook failed. This sets the account to paid and records a manual payment entry.

Search / Select User Account (Type Name, Email, ID, or #)

📊 Inbound Referral Stats

Share links: /?ref=CODE, /ATA, /J, /r/CODE

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👥 User Product Assignments Summary

Type or select a user above to view their active assigned products.

Step 1 of 4

🔒 Non-Disclosure & Non-Compete Agreement

Please review and sign this agreement first before proceeding to the Master Services Agreement.

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NDA Signatures & Acknowledgment

BY SIGNING BELOW, BOTH PARTIES CONFIRM THEY HAVE READ, UNDERSTOOD, AND AGREE TO BE BOUND BY ALL TERMS OF THIS NON-DISCLOSURE AND NON-COMPETE AGREEMENT.

Agreement Date *

Full Legal Name *

Business Name (if applicable)

Email Address *

Phone Number *

State of Residence *

Mailing Address *

Client Signature *

Draw your signature inside the box using your mouse or touchscreen.

I have read, understand, and agree to all terms of this Non-Disclosure and Non-Compete Agreement, including the two (2) year nationwide non-compete restriction.

Step 2 of 4

✍️ Master Services Agreement

Please review and execute the Master Services Agreement to continue onboarding.

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MSA Signatures & Acknowledgment

PLEASE READ THIS AGREEMENT IN ITS ENTIRETY BEFORE SIGNING. BY SIGNING, YOU WAIVE THE RIGHT TO CLAIM YOU WERE UNAWARE OF ANY PROVISION HEREIN.

Agreement Date *

Client Full Name / Business Name *

Client Email *

Phone *

Mailing Address *

Title / Role (if signing on behalf of entity)

State of Residence / Formation

Client Signature *

Draw your signature inside the box using your mouse or touchscreen.

I/We have read and fully understand this Master Services Agreement.

Step 3 of 4

📄 Detailed Client Intake & Verification

Please complete the form below to submit your verification documents and credit information.

Final Form

🧾 Inquiry Removal Form

Final step for credit-repair clients. Your name, contact details, address, ID and documents are already on file — please provide only your bureau logins below.

Date of Birth *

Experian Username *

Experian Password *

Experian Security Question Answer *

Experian 4 Digit Pin *

TransUnion Username *

TransUnion Password *

Equifax Username *

Equifax Password *

Credit Karma Username *

Credit Karma Password *

Have you signed all contracts? *

Yes No

Create a New Password

📦 Your Enrolled Services & Products

During your onboarding call we will:

Before booking, please prepare:

🎯 Assign Product / Service to User Account

🔑 Reset User Password

🔗 Set Referral Code for User

✅ Flag User as Client

💳 Manual Payment Override

⭐ Flag User as Admin

🗑️ Delete User Account

📊 Inbound Referral Stats

👥 User Product Assignments Summary

➕ Add New Product / Service

📋 Onboarding Form

📅 Schedule Your Onboarding Call

🔒 Non-Disclosure & Non-Compete Agreement

NDA Signatures & Acknowledgment

✍️ Master Services Agreement

MSA Signatures & Acknowledgment

🚀 5KO Program Agreement

5KO Program Agreement Signatures & Acknowledgment

🏢 Corporation Package Agreement

Corporation Package Agreement Signatures & Acknowledgment

💰 Financial Funding Agreement

Financial Funding Agreement Signatures & Acknowledgment

💳 Program Enrollment Payment

📄 Detailed Client Intake & Verification

🧾 Inquiry Removal Form

📅 Schedule Your Onboarding Call

Almost There!

Welcome! You're All Set!

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Create Account

Create a New Password

📦 Your Enrolled Services & Products

During your onboarding call we will:

Before booking, please prepare:

🎯 Assign Product / Service to User Account

🔑 Reset User Password

🔗 Set Referral Code for User

✅ Flag User as Client

💳 Manual Payment Override

⭐ Flag User as Admin

🗑️ Delete User Account

📊 Inbound Referral Stats

👥 User Product Assignments Summary

➕ Add New Product / Service

📋 Onboarding Form

📅 Schedule Your Onboarding Call

🔒 Non-Disclosure & Non-Compete Agreement

NDA Signatures & Acknowledgment

✍️ Master Services Agreement

MSA Signatures & Acknowledgment

🚀 5KO Program Agreement

5KO Program Agreement Signatures & Acknowledgment

🏢 Corporation Package Agreement

Corporation Package Agreement Signatures & Acknowledgment

💰 Financial Funding Agreement

Financial Funding Agreement Signatures & Acknowledgment

💳 Program Enrollment Payment

📄 Detailed Client Intake & Verification

🧾 Inquiry Removal Form

📅 Schedule Your Onboarding Call

Almost There!

Welcome! You're All Set!