DebtsRentServices
$2,903.00$1,850.00 $180.00
3.000
2.500
2.000
1.500
1.000
500
Home
$ 2,800.00Initial debtDebt not in settlementDebt in settlementSettlement negotiationsAccepted settlementsEstimated payment amount Estimated savings
$ 1,200.00
$ 1,200.00$ 600.00$ 600.00$ 200.00
$ 400.00
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Setup Guide
Table of Contents1. Introduction
1.1.
1.2. Start the Process Diagram
2. Easy Steps to Start the Process
3. Interacting with the Software Portal
4. System Requirements
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6-7
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Prepared by the SettleiTsoft® Team - Quick Start Guide, Release 1.0 Rev. Feb 1, 2018© 2018 Settleitsoft, Inc. All Rights Reserved
1. Introduction
1.1.
Sign Up – Process of gaining access to the software portal
User – Person who interacts with the system platform and related websites
Software Portal – Where user accesses and interacts with SettleiTsoft® platform, accessible through https://www.settleitsoft.com
Budget Information – Where the user enters income and expenses to calculate disposable income
Creditors – Entity to whom money is owed
Debtor – User who owes an amount of money to a creditor
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SettleiTsoft® has been designed to be a comprehensive �nancial management solution that encapsulates the debt settlement process with all the convenience of an automated system that operates 24/7.
SettleiTsoft® has been developed as a self-help web based software platform. Users can easily sign up by entering basic pro�le information, accepting the software’s terms and conditions, adding their creditors and selecting their preferred method for savings.
It’s as easy as 1, 2, 3...
This is a quick start guide reference for the use of the self-help SettleiTsoft® platform designed to assist the user through all the debt negotiation process.
Prepared by the SettleiTsoft® Team - Quick Start Guide, Release 1.0 Rev. Feb 1, 2018© 2018 Settleitsoft, Inc. All Rights Reserved
Free Self-Help Debt Negotiation SoftwareSettleiTsoft® is an intuitive and friendly software platform where users may interact with the system 24/7 from any Internet capable device.
Start the process
4Prepared by the SettleiTsoft® Team - Quick Start Guide, Release 1.0 Rev. Feb 1, 2018© 2018 Settleitsoft, Inc. All Rights Reserved
add creditors
negotiate settlement
2. Easy Steps to Start the ProcessThe user can register either by selecting ‘Sign up’ on www.settleitsoft.com or through any of the platform landing pages.
The easy registration process requires user name, email address, phone number (optional) and the acceptance of the terms and conditions.
The user is then prompted to add a co-applicant if applicable.
The user is required to enter the income, expenses and liabilities for the system to generate budget recommendations and debt settlement options.
The user is required to authenticate registration for quality and security control.
After veri�cation, the user will be directed to log in and instructed to �nalize the pro�le section.
The system may require the user to choose a savings method.
The user is then prompted to enter their creditors.
Finally, the user will start the negotiation process with creditors as easy as 123...
User Sign up
The system prompts the user to enter creditors and credit card information.
A welcome email will be sent to verify the user’s primary email.
5Prepared by the SettleiTsoft® Team - Quick Start Guide, Release 1.0 Rev. Feb 1, 2018© 2018 Settleitsoft, Inc. All Rights Reserved
add creditors
3. Interacting with the Software PortalThe system is accessible through a secure and encrypted URL address https://settleitsoft.com, where the user may interact with the system directly without applications to install or download, as the software uses the most sophisticated web services available.
SettleiTsoft® Menu.The
The system includes an extensive array of videos and other materials that contain instructions for �rst time and existing users.
The tabs located on the top dashboard contain the Pro�le, SettleiTsoft® View, Budge-iTsoft, Settle-iT, Messages, Documents, ToolkiT and Knowledge Base sections.
The tabs located on the top dashboard contain the Pro�le,
The Pro�le section allows users to view and edit all their personal information, as well as change password and security settings to access their personal SettleiTsoft® account.
The Pro�le section allows users to view and edit all their personal information, as well as change password and
The SettleiTsoft® View displays all the relevant information of the debt negotiation process as well as budget scenarios tailored speci�cally to the user’s �nancial situation.
The
Inside the Budget-iTsoft section the user may enter and update the Billing and Banking Info.
Inside the Budget-iTsoft section the user may enter and update the Billing and Banking Info.
6Prepared by the SettleiTsoft® Team - Quick Start Guide, Release 1.0 Rev. Feb 1, 2018© 2018 Settleitsoft, Inc. All Rights Reserved
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The SettleiTsoft® platform updates the o�er status to re�ect any changes in real time. The
The Document section stores and displays all important documents for the debt negotiation process, such as Cease and Desist and O�er letters for every creditor.
The Document section stores and displays all important documents for the debt negotiation process,
The ToolkiT section contains a series of specialty calculators and gadgets to facilitate the SettleiTsoft® user’s experience.
The ToolkiT section contains a series of specialty calculators and gadgets to facilitate the
The Knowledge Base section gathers a vast number of video material on general and speci�c topics, as well as informational links and data related to the debt negotiation and settlement process.
The Knowledge Base section gathers a vast number of video material on general and speci�c topics, as
The Settle-iT section allows users to unleash all the debt negotiation power of SettleiTsoft® to reach settlement agreements with their creditors.
The Settle-iT section allows users to unleash all the debt negotiation power of
The software is accessible from any web-enabled device. SettleiTsoft® is compatible with most Internet browsers, including:
4. System Requirements
The negotiation tab displays the accounts that the debtor added to the settlement plan, and allows the user to: The negotiation tab displays the accounts that the debtor added to the settlement plan, and allows the user to:
Important: SettleiTsoft® is a stand-alone software platform, which doesnot require a download, CD, DVD or an external drive to function in your Internet capable device.
All of this is brought to you by Settleitsoft, Inc.
View the current o�er, its status, and the creditor’s contact informationView charts related to the user’s settlement statusUpdate the o�er Accept or reject a countero�er, which will initiate a new o�er for the creditor to accept or countero�erAdd and view commentsView o�er history
7Prepared by the SettleiTsoft® Team - Quick Start Guide, Release 1.0 Rev. Feb 1, 2018© 2018 Settleitsoft, Inc. All Rights Reserved