Debt Relief

Consolidation, credit counseling, hardship programs.

All industries

Intake-form templates

TemplateVersionStatusUsed byUpdated
No templates yet for this industry.

Default lead statuses

Applied to new Agencies in this industry

NewAssignedAcceptedContactedQualifiedEnrolledDeclined

Default qualification rules

  • Reject if state is not licensed for the Lead Recipient
    Reject
  • Flag if consumer reports active bankruptcy
    Flag

Default notification templates

  • Program eligibility summary
    Email

    Updated 2026-05-30