Credit Repair Client Intake Form – What Should I Include?

[john evans]

I’m in the process of setting up a small credit repair service, and I want to make sure I’m collecting the right information from clients upfront. I’m working on putting together a clean, professional client intake form, but I’m second-guessing what’s essential and what might be overkill.
For anyone who's in this space—what do you recommend including in the form? So far, I’ve got the basics like:

• Full name
• Contact info
• Date of birth
• Last 4 of SSN (for identity verification)
• Summary of credit issues (collections, late payments, etc.)
• Current credit score (if known)
• Goals (e.g., home loan, car lease, just boosting score, etc.)

Is there anything else I should be asking early on? I want it to be thorough but not intimidating or too personal right out of the gate.

Also, if anyone’s willing to share a template or example (even just a structure), I’d really appreciate it. Trying to keep it secure, professional, and easy for clients to fill out ideally online.

 

[calar pipe]

Definitely include a question about any ongoing disputes. Clients forget to mention those, and it can mess with your workflow down the line.

 

[Sophia. Davis]

You might wanna ask if they’ve worked with any other credit repair companies before. Some of them come in with baggage

 

[Jackson White]

If you're planning to do soft pulls, throw in an authorization checkbox and make that crystal clear. Transparency builds trust.

 

[Mia Harris]

I’d skip asking for even the last 4 of the SSN until there’s a signed agreement. Privacy concerns are real especially for new clients.

 

[Belly]

Have you pulled your credit report in the last 30 days? could be useful. Saves you a pull if they already have it.

 

[Jack layers]

Honestly ask how involved they want to be. Some folks want updates every week. Some just want results.

 

[Joshi J]

You forgot employment status. It helps when you’re writing goodwill letters or setting up payment plans.

 

[Sultan111]

Ask what their monthly budget is for debt repayment. If they’re broke-broke, your strategy’s gonna be different.

 

[Sultan112]

You’d be surprised how many people feel ashamed about bad credit. Make the language friendly not like a government form.

 

[Ethan Miller]

Ask about any current debt consolidation programs. You don’t want to mess with active settlement efforts.

 

[Olivia Tom]

Ask what bureaus they’re most concerned with. Some folks only care about TransUnion for job background checks.

 

[Aaron Clark]

It works if you know the laws and the clients are actually ready to change behavior. Otherwise yeah, it’s vibes.

 

[lily Martin]

Someone above mentioned goodwill letters...true story, mine got a 30-day late removed from Capital One. Worth asking if they’ve tried

 

[Noah Martinez]

Are you planning to use any CRM or automation tools? Some intake forms integrate well and save hella time.

 

[Emma Thompson]

I remember being terrified filling one of these out. Anything you can do to make the tone reassuring is worth it.

 

[Kevin Wilson]

Use conditional logic! If someone says No collections, don’t make them fill out a blank collections section.

 

[Megan Brown]

- Credit bureaus of concern
- Budget for services
- Timeline expectations
- Existing support systems (coach, financial planner, etc.)
Pack it in but keep it tight.

 

[Andrew Jones]

Honestly you’re doing better than most just by asking these questions. Keep iterating, take feedback, and you’ll crush it.