Total Pending0Click to see exact CFPB pending clients
Completed Old CFPB Work This Shift0Completed now; original shift ownership stays unchanged
0 assigned/ready · 0 in progress
By CFPB entry
Carry Over by DisputerAlready included in each Disputer's Actionable Now load
CFPB Pending Assignment GuideLightest eligible pending workload first
MONTHLY PRODUCTION
August 2026
Historical + live completed work by original task month.
DISPUTER COMPLETED0CFPB COMPLETED0
Disputer Monthly Stats
All credited workers
CFPB Monthly Stats
All credited workers · including historical staff
PENDING CLIENTS
Pending Clients
0 clients
Client
Company
Round
Original Shift
Status
Assigned To
Last Update
CASE OPERATIONS
Clients Workspace
Search, update, assign, and manage client work from one screen.
0 clients
Client Filters
Search and narrow down the active tracker.
Advanced filters Round · Status · Disputer · CFPB · Date
Quick view Existing queue rules · counts may overlap
More queues & bulk actions
Total Visible0
Current filter result
Done0
Completed clients
Waiting0
Next-round queue
Needs Attention0
Custom issue / client update
0 clients selectedApply one safe action to the selected cases.
#
Name
Client
Round
Status
Disputer
CFPB
Date
Next Due
Task Status
DAILY OPERATIONS
Today's Work
Your personal shift ledger: carry-over first, then new/current assignments, plus everything you completed today.
Pending / Carry Over0Assigned / Ready0Completed Today0In Progress0Waiting for Client0
Shift Work
Carry-over stays high priority until finished. Management views respect team hierarchy and department ownership.
Bulk Client Import
Paste one client name per line. The system checks duplicates before saving.
0 clients
Disputer-first intakeNew clients can be auto-distributed by workload or manually assigned to one Disputer. Round and CFPB stay blank until the Disputer completes the work and the Supervisor performs the CFPB handoff.
OPERATIONS PIPELINE
Tracking Board
Review every case by pipeline stage, round, due date, and assignment.
Average Client Age0Days since last update
Pipeline
Click a stage to show matching cases.
0 clients
Rounds
Current case distribution.
All Tracked Clients
Click any row to open the case.
0 visible
EMPLOYEE SELF-SERVICE
My Workspace
Attendance, leave balance, leave requests, and released payslips.
Generate an official SVS-branded COE instantly from your current employee profile.
Standard COEEmployment, position, employee ID, and date hired.
COE with CompensationIncludes your current monthly basic compensation.
DOCUMENT CONTROL
Letter History
Generated PDFs, review status, sent tracking, and re-download.
WORKFORCE MANAGEMENT
Attendance & Shift
Clock in, manage breaks, and review shift performance.
--:--:--Night Shift • 10:00 PM – 7:00 AM • Lunch 1:00 AM – 2:00 AM
MY STATUS
Not Clocked In
00:00:00
Clock In—
Break0m
Late0m
Night Differential0m @ 10%
Recent Shifts
Your last seven attendance records.
Total Staff0Working0On Break0Late0Not Clocked In0
Team Attendance
Live attendance and productivity for the current shift.
CURRENT CUTOFF
—
—
Auto Draft ONClosed cutoffs are drafted automatically; approval stays manual.
Estimated Total Payroll₱0.00
Previous Cutoff Total—
Loading previous cutoff…
Employees0Included in cutoffWorked Basic Pay₱0.00Based on attendancePaid Leave Pay₱0.00Approved paid leaveNight Differential₱0.00Actual eligible hours13th Month Accrued₱0.00Current cutoff accrual
Payroll History & Downloads
Every saved payroll run stays here. Approved or Paid runs include immutable Summary PDF, CSV and All Payslips ZIP downloads.
Current Payroll DetailsEmployee-level calculation preview and 13th-month projection
Open details
Payroll Preview
Attendance, paid leave, and actual night hours. Create a draft to lock the cutoff snapshot.
Employee
Employment
Position
Monthly
Worked
Paid Leave
Unpaid Leave
ND Hours
Worked Pay
Leave Pay
ND Pay
Total
13th Month Projection
Actual basic pay earned plus paid-leave basic pay, divided by 12. Night differential is excluded.
Employee
Position
Basic Salary Earned
Accrued 13th Month
Production-shift aware. The current cutoff advances only after the authoritative night-shift production date passes the cutoff end date.
BUSINESS ACCOUNTS
Companies
Company directory, access, status and account administration.
Total Companies0Active0Monthly0Per Client0
Company Directory
Active companies appear in client dropdowns and invoice creation.
Total Invoices0Pending0Paid0Outstanding$0.00
Invoice History
Completed clients converted to billable line items.
INVOICE CONTROL
Edit Invoice
PAYMENT OPTIONS
Invoice Payment Settings
TEAM & LEAVE MANAGEMENT
Staff Profiles & Employee Workspace
Employee IDs, Google profiles, employment, managers, leave balances, attendance, and productivity.
Regular0Probationary0Trainees0Pending Leaves0
Employment & Leave Balances
Regular employees receive 5 paid leave days per calendar year. Trainees and probationary employees have no paid leave credits.
Employee
Type
Position
Effective Monthly
Entitled
Used
Remaining
Leave Requests
Paid leave carries basic pay only and never earns night differential.
Staff Performance
Production activity for the selected period.
CFPB Performance
Submission workload and completed clients.
DISPUTE DOCUMENTS
Letter Generator
Generate dispute letters or compare two credit reports and export a white-label client progress PDF.
Administrator · Supervisor · Disputer
1. Report / INDEX Intake
Paste the full credit-report text and let the local parser build the SVS INDEX, or keep using the existing manual INDEX workflow.
START HERE
Paste complete report textLocal parser · no AI tokens. It detects Personal Information, accounts, late history and inquiries, then cross-checks inquiries against reported accounts.
Optional CRC Personal ProfilePaste the CRC Portal Personal Profile / personal-information text when available. It is used only for bureau personal-address routing; accounts and inquiries stay authoritative from the full report above.
LOCAL PARSER $0 AI cost✓ Detect EX / EQ / TU✓ Include positive accounts✓ Filter inquiries vs accounts✓ Cross-bureau matching
Manual INDEX stays availablePaste the existing SVS INDEX exactly as before. Nothing in the current manual workflow is removed.
INDEX (Editable)Paste an existing INDEX manually, or generate one from Credit Report Text.
MANUAL READY
No INDEX parsed yet.
Paste or generate an INDEX to auto-detect bureaus.
2. Letter Templates
Select the active template for each detected letter category after parsing the INDEX.
Select at least one inquiry, then enable Include Inquiry Letter to configure the separated inquiry workflow.
Supplemental Bureau LettersOptional consolidated letters for LexisNexis and Innovis. Existing generation logic and templates are preserved.
FTC TemplateBoth options use the same Report Number settings.
Populate Personal Statement from INDEXCompact FTC only · builds a separate editable statement for each bureau.
Nothing is inserted until you click Populate from INDEX. Bureau-specific · INDEX values only · maximum 1,000 characters each.
Compact FTC PreviewPreview only · final PDF uses live Report Number settings and page/total pagination.
COMPACT
FEDERAL TRADE COMMISSIONIdentity Theft Report
FTC Report Number:From Settings
I am a victim of identity theft. This is my official statement about the crime.
Contact Information
First Name:—
Last Name:—
Address:USA
Phone:—
Email:
Personal Statement
Personal Statement preview will appear here.
Accounts Affected by the Crime
Company or Organization:the company
Under penalty of perjury, I declare this information is true and correct to the best of my knowledge.Signature name and shift-aware date auto-fill.
1/3
3. Collection Address Directory
Enter and save the verified mailing address for each collection agency. Saved addresses are reused automatically.
Parse an INDEX to detect collection accounts.
PREVIOUS VS CURRENT · LOCAL PARSER
Compare Credit Reports
Paste the complete older report on the left and the complete newest report on the right. Nothing is sent to AI for matching, metrics, or deletion detection.
0 AI TOKENS
1
Previous ReportOlder report · starting point
PASTE REPORT
Full copied report textLocal parser
2
Current ReportNewest report · comparison point
PASTE REPORT
Full copied report textLocal parser
STEP 3 · CLIENT-FACING RESULT
Progress Report Preview
Review the comparison first. The same deterministic facts will be used to build the white-label PDF.
LOCAL · 0 AI TOKENS
↔
Your comparison preview will appear herePaste both reports above, then click Compare Reports & Build Preview. Deleted, improved, still-reporting, new-negative, inquiry, and comparable score changes will be summarized here.
Biggest Wins
Still Affecting the Profile
Account
EX
EQ
TU
Overall
White-Label Branding
Enter the credit repair company's name and optionally upload its logo.
No logo selected
Client-Facing Details
Auto-filled after comparison but fully editable before the PDF is generated.
DOCUMENT MANAGEMENT
Template Library
Create and manage reusable letter templates without editing DOCX files.
Administrator · Supervisor
Create Template
Paste the letter, then insert placeholders where dynamic client data and dispute items should appear.
Insert Placeholder
Live Letter WorkspacePDF Proof uses the same renderer as generated WEB letters.
Editor8.5 × 11 · 0.75" margins
Live PDF Proof · Exact Production RendererWaiting for content…
Start typing to render the exact PDF proof.
0 words0 charactersGlobal Library · Any Round
Start typing to validate the template.
TEXT-FIRST ACCOUNT DISPUTES
AI Letter Writer
Copy the report one segment at a time—Personal Information, each Account, then Inquiries. The ERP builds a client report workspace, cross-checks inquiry/account relationships locally, then syncs the clean INDEX for letter generation.
Text-readable PDF only · max 12 MB · 0 AI tokens · review before AI INDEX
Paste the complete supported credit report. The ERP auto-detects the provider, routes every tradeline through the existing factual Segment Parser, keeps positives/reference accounts and all inquiries in the editable record, and sends only dispute-eligible items to the AI INDEX.
Full-report mode builds an editable factual record for documentation. Copy/Download includes personal information, negative accounts, positive/reference accounts, and all inquiry cross-checks. “Use as AI INDEX” routes core personal-information mismatches, negative accounts, and review-worthy unmatched inquiries; historical personal fields, positive accounts, and account-related inquiries stay review/reference only.
Parsed INDEX Preview0 AI tokens
Accounts0
Dispute Accts0
Positive / Ref0
Late0
Charge-Off0
Collection0
Inquiries0
Inquiry Filtered0
Inquiry Dispute0
Personal Dispute0
Personal Review0
Review Only0
Client Report WorkspaceBuild the report in segments, then sync the clean structured result to the INDEX.
Personal Info0
Accounts0
Inquiries0
Inquiry Review0
Add accounts and inquiries to see local cross-checks.
Generated Factual AI INDEX (Editable)Existing AI factual format · review before Validate INDEX
INDEX Legend — use these exact abbreviations
Manual account headings may use ****last4 or a full numeric account number. Full numbers are immediately normalized to last 4 by the parser and are not sent to the letter AI. TYPE uses account-type codes; CL belongs under STATUS.
COMMON / SPECIAL FIELDSBALBalance OPENDate Opened UPDLast Updated / Reported DOFDFirst Delinquency PHPayment History (optional timeline; derived continuous-delinquency candidate is never treated as official DOFD) RMKRemarks FILEDBankruptcy Filed DISCHDischarge Date RDATERepossession Date FDATEForeclosure Date DDATEDefault Date OCOriginal Creditor
BUREAUS / OTHEREXExperian EQEquifax TUTransUnion N/ANot Available NRNot Reported IDTYES only for a specific identity-theft account used in 605B
2. INDEX + e-OSCAR / ACDV Readiness
0 accounts
EXPERIAN0differing field observations
EQUIFAX0differing field observations
TRANSUNION0differing field observations
Paste an INDEX, then click Validate INDEX. Local e-OSCAR / ACDV field readiness is included with no AI cost.
3. Generation Settings
BUREAU-SPECIFIC OUTPUT
AI / Automatic selects a fact-supported angle from the INDEX and supplied facts.
Winning Structure stays fact-first internally while the final letter reads as a natural business letter without visible section headers.
Off by default so account disputes stay account-focused.
605B guardrail — select only for actual identity-theft accounts. A data breach by itself is not proof of identity theft.
Choose a documented scenario. The picker only fills the facts box; you can edit the wording before generation.
Select only facts supported by the consumer or documentation. The picker never auto-claims denial, damages, identity theft, or a bureau violation.
Evidence Firewall: impact facts are blocked from SOL-High unless this confirmation is checked. Parsing a new full report clears prior impact facts automatically.
Checking AI provider…Provider pending
Personal-information disputes are routed separately from tradeline/e-OSCAR mapping. Account-related inquiries stay filtered; review-worthy known-bureau inquiries can be routed for neutral permissible-purpose verification.
5. AI Usage
TOKENS · COST
THIS CLIENT0$0.000000 estimatedTODAY00 generations · $0.000000MONTH TO DATE00 generations · $0.000000
6. Review, QA & Final PDFs
REVIEW · EDIT · PDF
Preparing AI letter packet...0%
Validating the INDEX and selected strategy.
AI QUALITY CHECK
Draft QA
QA runs automatically after generation and never edits the draft.
—WAITING
QA compares the current bureau drafts against the structured INDEX. Human review remains final authority.
PDFs use the exact text currently in each editor. Realistic Handwritten rendering uses the exact reviewed text, notebook-paper styling, natural ink variation, and no additional AI call.
Final PDFs Ready
Review and edit the drafts first. Generate again after edits if you need refreshed PDFs.
Daily Report
Production completion report for the selected shift.
Counts all tasks actually completed during the selected
production shift regardless of whether the task originated
from the current shift or from previous pending work.
Total Completed
0
All Departments
—
Disputer Completed
0
Tasks Completed
—
CFPB Completed
0
Tasks Completed
—
Daily Completed Trend
Actual department completions by production shift
DisputerCFPB
🏆 Disputer Performance (All)
Completed during selected reporting period
CFPB Performance (All)
Completed during selected reporting period
Reports use actual department completion timestamps. Completing old pending work counts in the period when the processor actually finished it.
MASTER DATA
Bureau Address Directory
Central verified addresses used automatically by the Letter Generator.
Total0Verified0Suggested0Needs Review0
MASTER DATA
Collection Agency Directory
Maintain one verified mailing address per agency and reuse it across every dispute letter.
Total Agencies0Verified0Suggested0Missing / Review0Newly Detected0
AGENCY RECORD
Add Collection Agency
Only Administrator and Supervisor accounts can publish verified mailing data.
ADMIN CONFIGURATION
Dynamic System Settings
Manage dropdown options without editing the code.
BUSINESS & SYSTEM
Core directories, dashboard communication, and system preferences.
OPERATIONS
Letter references and configurable workflow values used by production.
OPENAI CONTROL CENTER
AI Configuration
Manage the AI provider used by the AI Letter Writer without editing server environment files.
StatusChecking…
Saved API Key—
Key Source—
Stage Routing—
1 · Screenshot / Index ExtractionReads the uploaded tradeline screenshot and creates the structured INDEX. Recommended: Luna + Low for high-volume cost control.
2 · Final Dispute LetterHandles the custom reasoning/opening/pattern language used by the deterministic final-letter assembly. Recommended: Sol + High.
3 · QA CheckerPreconfigured separately so the QA checker can scale independently. Recommended: Terra + Medium.
SecurityThe key is stored server-side in the ERP runtime data directory with restricted file permissions. It is not stored in HTML, JavaScript, GitHub, or browser localStorage.
SYSTEM MAINTENANCE
Generated Letters Cleanup
Safely remove generated files older than 5 days. Recent files and active download tickets are preserved.
Retention5 days
Eligible Files—
Space to Free—
Cutoff—
SafetyOnly files older than 5 days are eligible. Active download tickets are never deleted by this action.
JUST FOR FUN
Personal ERP Background
Use the default James photo or upload your own. This preference is saved only in this browser.
Landscape photos work best. Large uploads are resized in your browser before saving.
Style
Saved on this device.
Background settings are personal to this browser/device and do not affect other staff.
MASTER DATA
Directories
Reference data used by letters and case processing.
DASHBOARD COMMUNICATION
Announcements
Create, edit, expire, or deactivate announcements shown on everyone's Dashboard.
Loading announcements...
DASHBOARD CULTURE
Dashboard Quote
Edit the large message visible to everyone.
COMPANY CALENDAR
Upcoming Events
Manage company events shown on the Dashboard.
Loading events...
FTC DOCUMENT SEQUENCE
FTC Reference Number
Control the exact next report number and how much it increments after each generated FTC appendix.
Last Issued—
Following Number—
The “Next FTC Reference Number” is used as-is on the next FTC report. After generation, the configured increment is applied automatically.
Statuses
Case workflow statuses and badge colors.
Total0
Active0
Inactive0
ADMINISTRATION
System Health
Database, sessions, backups, server, and storage.
Environment
Current server runtime details.
ACCESS CONTROL
User Management
Create accounts and control which parts of SVS ERP each person can use.
ROLE MANAGEMENT
Roles & Access
Roles control ERP access. Positions control job title and pay. Keep system roles for standard access and create a custom role only when permissions must differ.
Role = access permissionsPosition = job title + monthly payroll rate
Loading roles…
ACCESS PROFILE
Create Custom Role
Use a custom role only when someone needs access different from the protected system roles.
PermissionsElevated access is clearly marked.
JOB & PAY
Positions & Rates
Positions set editable pay packages and Night Differential treatment. Access roles remain separate.
GOOGLE ONBOARDING
Google Access Requests
Review each verified Google account, then assign its role, position, employment type, supervisor, and hire date.
0 PENDING
Loading Google access requests…
System Users
Active and inactive accounts.
Total0
Active0
Inactive0
⌘ESC
↑↓ NavigateEnter OpenCtrl+K Search
SuccessAction completed.
ADMIN · TEST CLEANUP
Remove Test Attendance
Current shift only. The original shift, breaks, staff name, and reason remain in the audit log. Payroll-linked shifts cannot be removed.
ADMIN ATTENDANCE
Reopen Shift
Use this only when a worker accidentally timed out during the current production shift. The change is audit-logged.
ADMIN ATTENDANCE
Manual Time In
Add a missed Time In for the current production shift. This action is audit-logged.
SUPERVISOR REVIEW
CFPB Audit
Approve completed CFPB work or return it for correction.
SETTINGS · CLIENTS
Bulk Add Companies
Enter one company per line. Shared package and price can be edited individually later.
0 unique companies ready.
CLIENT SAFETY
Recycle Bin
Deleted clients remain restorable until an Administrator explicitly deletes them permanently. The 30-day marker is a review reminder.
Loading...
Change Password
Update the password for your signed-in account.
STAFF WORKLOAD
Staff
Current QueuePriority and upcoming work
ADMIN STAFF 360
Complete Staff Profile
Employment, work, attendance, payroll, access, and activity in one view.
Loading staff profile...
COMPANY EVENT
New Event
Shown in Upcoming Company Events on the Dashboard.
DASHBOARD ANNOUNCEMENT
New Announcement
Visible to all authenticated users on the Dashboard.
TEAM ANNOUNCEMENT
Send Broadcast
Appears in every active user's Notification Center.
EXACT PDF PROOF
Template PDF Proof
Same DOCX → PDF pipeline used by generated WEB letters. Placeholders remain visible.
Rendering PDF proof…
LETTER GENERATION
Personal Statement
Enter the Personal Statement for the FTC template only.
Confirm Letter Generation
Review every detected output and warning before generation.
Open & Assign Next Round
Selected due clients
Uses the global eligible Disputer pool so Supervisors can balance work across the operation.
Company Processing Approval
Selected due clients
Used when the company asks the Supervisor to follow up later.