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Sales & Intake
Your agents and intake staff pull the report with a phone number, then review it with the consumer on their own phone while you talk. They stop doubting the numbers because they can see them.
Pull with just a phone number. The consumer consents by text.
The trust gap
"The consumer doesn't trust debt numbers I read over the phone." Every rep has heard the pause that follows. When the consumer can see their own report, the conversation moves from doubt to options.
“I'm reading from your report here: four cards and one collection. Does that sound right to you?”
“Open the link I just texted you. That's your report. Let's look at the first card together.”
On the call
At a glance
Enter the consumer's phone number. They get a text, consent, and confirm a one-time passcode. Consumers rarely know every detail on the first call, so the phone pull keeps intake moving.
Explore Credit ReportsSend a ClearView link and the consumer sees their score, debts and masked account numbers on their phone, in sync with your screen. You point to an account, they see it.
Explore ClearViewScorecast organizes debts by creditor and type and flags utilization and derogatory items. It is agent-only, so you can plan the next question without the consumer reading over your shoulder.
Explore ScorecastRun a what-if on the call: pay down a card, settle a collection. The Score Simulator shows how the score could move so the consumer can compare paths.
Simulated scores are estimates, not guarantees.
Explore Score SimulatorWhat the consumer sees
ClearView is built for the live call, not for sending a PDF and hoping it gets read.
Score, debts and masked account numbers. Enough to follow along, nothing they shouldn't have on a lock screen.
The consumer's view follows the report you are reviewing, in real time.
Scorecast and agent notes never appear on the consumer's phone.
A phone number is enough. The consumer consents by text and verifies with a one-time passcode. You can also pull with standard identifiers.
No. ClearView sends the consumer a synchronized, redacted view of their own report. Nothing else on your screen is visible to them.
No. Scorecast and agent notes are agent-only and never appear in ClearView.
Repeat pulls of the same consumer within 24 hours return the cached report, so you can pick up where you left off.
No. Simulated scores are estimates of how changes could move a score. Actual results depend on the consumer's full credit file.
Book a demo and we'll run a phone pull and a ClearView session with sample data, just like a real call.
The agent's Claude session was lost. Paste a long-lived token — generate one on the server with claude setup-token.
