Dance your way to!
The all-in-one customer relationship management (CRM) tool and ultimate dance partner for your financial coaching business
Everything You Need to Power Your Business – Right Out of The Box
Consolidate costs and effort with one powerful platform to help you coach, grow, and succeed. Connect client credit reports with a single click, automate daily tasks, track client progress, and more.
Easy Credit Report Connection
Securely import credit reports through a single click with no need to input client credentials, powered by IdentityIQ®.
Automate Daily Tasks
Reduce daily tasks to the click of a button with custom automated workflows.
Client Progress Tracking
Access ready-to-go instructions or custom statuses, tags, and milestone markers.
Automated Disputing
Generate letters, start a round countdown, leave a note, and more, all with the click of a button.
Generate Unique Dispute Letters
Automatically create and send unique dispute letters through Disco.
Secure Document Sharing
Seamlessly and securely share important documents like IDs through the protected portal.
People Need a Business Like Yours
Transform your business to create a better future for yourself and your clients.
businesses.
Source: IBIS World
Source: Federal Trade Commission
Source: Consumer Federation of America
Source: Consumer Financial Protection Bureau
Set Your Clients Up For Success
Provide key services to your clients through Disco to help them meet their financial goals.
Client Engagement Portal
Engage with your clients, leads, and partners through a custom dashboard to track dispute progress, view credit scores, see notes, manage billing, and more.
Service Summary
Create a record for your clients outlining your services, pricing, and every trade line imported into the system.
Client Direct Messaging
Make yourself accessible to your clients with a direct messaging platform that allows you to leave notes and answer quick questions in real time.
Dispute Reviews
After each credit dispute round, a review is created to compare with past credit reports and track progress.
Free to financial coaches with at least five clients with an active IDIQ brand membership. No hidden fees — save thousands while growing your business!
Keep Your Business Running Smoothly
Custom Sales Scripts
Create sales scripts with automated action options based on client responses.
Marketing Toolkit
Design landing pages, create email campaigns, add enrollment forms to your website, and more.
Manage Agreements
Track memberships and send agreement documents for clients to sign online in the Disco portal.
Manage Billing
Create billing plans, from monthly subscriptions to pay-per-delete options or custom hybrid solutions, and collect payments securely within the system.
Personal Onboarding Sessions
Unlimited online onboarding sessions at no extra cost and backed by our 100% U.S.-based customer service team available for live support via phone, live chat, or email.
Unlimited Free Support
100% U.S.-Based
Call, Chat, or Email
Financial Coaches Love Disco
Plans & Pricing
Choose your plan to get this party started and start growing your business.
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Have Questions?
Get started with a free onboarding call!