Credit Education Services
Submit Your Documents
Everything you need to know to get your documents to us securely — and get your credit journey started the right way.
The Process
From sign-up to submission in 5 steps
01
Book Your Discovery Call
Schedule a free 30-minute call so we can understand your goals and confirm the right program for you.
02
Receive Your Welcome Packet
After your call, you'll receive a secure welcome email with your service agreement and document checklist.
03
Gather Your Documents
Use the checklist below to collect everything you'll need. Make sure copies are clear and legible.
04
Submit Securely
Email your documents to our secure inbox or upload them through the secure link in your welcome packet.
05
Review & Kickoff
We confirm receipt within 1 business day and schedule your kickoff session to begin the work.
Document Checklist
What to gather
Having these ready before you submit speeds up onboarding and helps us start working on your file right away.
Government-Issued Photo ID
A clear copy of your driver's license, state ID, or passport.
Proof of Address
A recent utility bill, lease, or bank statement (within the last 60 days).
Recent Credit Report
A current report from all 3 bureaus (free at annualcreditreport.com).
Signed Service Agreement
Returned after your discovery call — we'll email it to you.
How To Submit
Two secure ways to send
Email Submission
Attach your documents as clear PDF or image files and email them directly. Use the subject line: "Credit Education — Document Submission".
Email Your DocumentsSecure Upload Link
After your discovery call, you'll receive a personal secure upload link in your welcome packet. Drop your files in — no email attachments needed.
Request Your Secure LinkQuick Tips
Before you hit send
Use PDF or JPG
Save scans as PDF or high-quality JPG/PNG. Avoid blurry phone photos.
Check Legibility
Make sure every word and number is clearly readable before sending.
Label Your Files
Rename files with your name, e.g. JaneDoe_ID.pdf, so we can match them quickly.