The Complete Operating System for Credit Repair Companies
The Operating System Built for Credit Repair Companies
Manage client onboarding, dispute workflows, processors, documentation, progress tracking, reporting, and growth from one centralized platform.
No long-term commitment required. Guided onboarding available.
The problem
Your credit repair company has outgrown spreadsheets and disconnected tools
Most operations are still held together by spreadsheets, email, text messages, shared folders, multiple software subscriptions, manual calendars, processor notes, and disconnected client portals. QB1 OS brings the entire operation together.
Before QB1 OS
- Missed follow-ups
- Scattered documents
- Limited accountability
- Repetitive manual work
- Inconsistent client experiences
With QB1 OS
- Centralized client files
- Organized workflows
- Automated reminders
- Clear processing queues
- Better team visibility
- Professional client experience
Platform
Everything your credit repair operation needs in one system
One platform. Every workflow. From onboarding and dispute processing to automation, team management, client progress tracking, reporting, and growth.
Client Onboarding
Turn intake into a repeatable process with digital forms, agreements, and complete client files from day one.
- Digital intake and package selection
- Document and credential collection
- Electronic agreements
- Intake completion tracking
Credit Report Management
Keep every report organized so your team can review accounts and progress without hunting for files.
- Credit report ingestion
- Three-bureau organization
- Score and account tracking
- Multi-round comparison
Dispute Workflow
Run structured dispute rounds so nothing is skipped between submission and completion.
- AI-assisted dispute creation
- Bureau-specific letters
- CFPB and FTC workflow tracking
- Supporting-document storage
Team and Processor Management
Give every processor a defined queue and every manager real visibility into the work.
- Manager and processor roles
- Daily processing queues
- Overdue file alerts
- Internal notes and activity
Client Portal
Deliver a professional client experience that reduces status calls and repeat questions.
- Personalized client roadmap
- Required-action alerts
- Document access
- Goal and milestone tracking
Automation
Let the system handle the reminders your team currently tracks manually.
- Round and renewal reminders
- Intake reminders
- Expiration alerts
- Status-based triggers
Reporting and Oversight
Know where every file stands without rebuilding a spreadsheet every week.
- New-client pipeline
- Processing and completion status
- Overdue tasks
- Team performance visibility
Growth Tools
Support retention and expansion with tools built into the same platform.
- Referral tracking
- Renewal management
- Business-credit resources
- White-label opportunities
Product preview
See how each role works inside QB1 OS
Owners, managers, processors, and clients each get a purpose-built view of the same organized system.
Admin Dashboard
A single operational view of your company: new clients, active files, processing status, and what needs attention today.
- Company-wide pipeline view
- Daily operational priorities
- Overdue file visibility
- Team activity at a glance
How it works
Get your company running on QB1 OS in four steps
- Step 1
Request Your Trial
Submit basic company information and select your business size.
- Step 2
Complete Guided Setup
Configure your company, packages, team members, branding, and workflows.
- Step 3
Import or Add Clients
Add clients individually or request migration assistance.
- Step 4
Run Your Business from One Platform
Manage onboarding, processing, communication, reporting, and client progress.
Solutions
Built for every stage of a credit repair company
Whether you are running files yourself or managing a team of processors across multiple brands, QB1 OS adapts to how your operation works.
Start
For solo owners and small teams.
Build an organized foundation from the beginning. Operate like a larger company before becoming one.
- Core CRM
- Client portal
- Document management
- Processing workflow
- Basic automation
- Guided onboarding
Scale
For growing teams.
Manage more clients, processors, and workflows without losing visibility or control.
- Team roles
- Processor queues
- Advanced reporting
- Automated reminders
- Operational dashboards
- Migration support
Enterprise
For larger organizations and software partners.
Custom infrastructure for high-volume, multi-team, or white-label operations.
- White-label options
- Custom setup
- Multiple brands
- Priority support
- Advanced permissions
- Custom integrations
- Dedicated onboarding
Comparison
More than a traditional credit repair CRM
A CRM stores records. An operating system runs the business. Indicators below reflect typical setups, not any specific product.
| Capability | Traditional CRM | Disconnected Tools | QB1 OS |
|---|---|---|---|
| Client onboarding | |||
| Document management | |||
| Credit report organization | |||
| Processor workflows | |||
| Client portal | |||
| Automated reminders | |||
| Team accountability | |||
| Dispute workflow | |||
| Renewal management | |||
| Business reporting | |||
| Goal-based client roadmaps | |||
| White-label capability | |||
| Growth resources |
Check = included · Dash = limited or partial · X = typically not available. Feature availability may vary by plan.
Outcomes
Built to improve how your company operates
Product tour
See QB1 OS in action
Watch how a credit repair company can onboard a client, organize a credit report, manage dispute workflows, assign processor tasks, and track progress from one system.
Platform tour video coming soon
Migration
Already using another system? We can help you move.
Request migration assistance and our team will review what can be transferred from your current platform.
Migration availability and scope depend on the customer’s current platform and data format.
Request a Migration Consultation14-day trial
Experience QB1 OS before you commit
Explore the platform, test the workflow, invite your team, and see how QB1 OS fits your business.
- 14-day platform access
- Guided setup
- Sample client files
- Team-member access
- Product walkthrough
- Email support
- No long-term commitment
7-day free trial
A focused week to test the core workflow.
14-day free trial
Our standard trial — enough time to run real files.
30-day free trial
A full month to migrate and onboard your team.
90-day free trial
Extended access for partners and enterprise rollouts.
7, 14, 30, and 90-day trials are unlocked with a promo code. Don't have one? Submit the form and our team will issue one.
Trial requests are subject to eligibility and account approval.
Prefer a walkthrough? Book a demo.
Pricing
Pricing built around how your company operates
Tell us your team size and client volume and we will send the plan details that fit.
QB1 OS Enterprise
For high-volume, white-label, multi-brand, or custom implementations.
Contact Enterprise SalesCompare plan capabilities
Start
- Core CRM
- Client portal
- Document management
- Processing workflow
- Basic automation
- Guided onboarding
Scale
- Team roles
- Processor queues
- Advanced reporting
- Automated reminders
- Operational dashboards
- Migration support
Enterprise
- White-label options
- Custom setup
- Multiple brands
- Priority support
- Advanced permissions
- Custom integrations
- Dedicated onboarding
Enterprise & white label
Power your own brand with QB1 OS
Enterprise infrastructure for high-volume credit repair operations. Eligible companies may request a fully branded implementation.
White-label availability, features, pricing, and implementation requirements may vary.
Customer voices
Verified customer feedback, published as it is approved
We only publish testimonials that have been reviewed and approved by the customer. Placeholders below will be replaced as approvals are completed.
Company Owner
Approved testimonial pending
Operations Manager
Approved testimonial pending
Credit Repair Processor
Approved testimonial pending
Software Partner
Approved testimonial pending
FAQ
Frequently asked questions
Your business deserves more than a basic CRM
Bring your client files, team workflows, processing operations, client experience, and growth tools together inside QB1 OS.
Email Sales