Workflows & Tasks
Track all case tasks and automated follow-up sequences
14
Pending
9
In Progress
18
Overdue
67
Completed (MTD)
Pending
4Client Onboarding
Pull 3-bureau credit report
Tanisha Brooks
High
Jun 3
KJ
Client Onboarding
Send welcome packet & portal invite
Jermaine Patterson
Medium
Jun 3
MR
Case Setup
Identify dispute items from report
Tanisha Brooks
High
Jun 4
KJ
Letter Generation
Draft Equifax round 3 letter
Roberto Fuentes
MediumEQ
Jun 5
MR
In Progress
3Bureau Response Review
Review Equifax response — 2 items
Darnell Washington
HighEQ
Jun 4
KJ
Dispute Follow-Up
Send TransUnion round 2 letter
Priya Nambiar
HighTU
Jun 4
MR
Letter Generation
Draft Experian dispute letter
Devon Clarke
MediumEX
Jun 5
MR
Overdue
4Dispute Follow-Up
Follow up on Equifax 30-day deadline
Devon Clarke
HighEQ
May 30
MR
Billing Follow-Up
Collect overdue payment — $49
Shaniqua Davis
High
May 28
MR
Escalation
Escalate TransUnion non-response
Devon Clarke
HighTU
May 29
KJ
Case Review
Pull updated credit report
Shaniqua Davis
Medium
May 27
MR
Completed
3Dispute Follow-Up
Send Experian round 1 letter
Adriana Morales
MediumEX
Jun 1
KJ
Case Closure
Close case — all items resolved
Keisha Thornton
Low
May 30
KJ
Bureau Response Review
Review bureau response
Marcus Holloway
HighEX
Jun 1
KJ