Provide Financial Services

Step 1 – Join DebtSizer

  • Joining DebtSizer is FREE! Before you can start bidding for business you will need to register and choose a user ID. 
  • Using a user ID ensures that your personal information is kept private. DebtSizer only releases your contact information when you win a bid. 
  • Once you complete our registration form we send a membership activation link to the email you provided.
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Step 2 – Find business to bid on

  • Now you’re ready to start finding clients! 
  • Click on the ‘Find debt reduction clients’ link at the top of any page to search for listings. 
  • Listings are organized by geography, type, and size. 
  • For example, if you would like to bid on clients in only a certain state, click on that state to see existing debt reduction listings.
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Step 3 – Review debt reduction listing

  • Once you’ve found an interesting listing review the listing carefully. The listing provides information on the type of debt, amount of debt, debtors and other factors which will determine how well you can help the client achieve their debt reduction goals. 
  • You may also see other bids that financial service providers have already placed. 
  • If you have a question regarding the listing you may click on the ‘Ask a Question’ button to ask the client a question. Questions asked by you will be visible to all other financial service providers.
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Step 4 – Make a bid

  • To place a bid on a listing simply scroll to the bottom of the listing and enter the details of your bid.  
  • A bid to help a client with their debt reduction goals includes many things such as proposed fees (upfront, completion, and commission fees), description of the proposed process, proposed time to complete debt reduction process, and type of contact required (in person, phone and email only).
  • Unlike a normal auction, the client is not required to accept the lowest bid. The client may base their decision on which bid to accept on factors such as total fees, upfront fees, financial service provider location, or financial service provider feedback rating.  
  • After placing a bid you may cancel the bid or re-bid at any time until the customer accepts it.  
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Step 5 – Accept contract

  • Once you have placed a bid the client receives an email notifying them of the bid. They may review your bid, ask you questions about your bid, or accept your bid at any time.   
  • If the client accepts your bid you have won the contract and will receive an email. You will find the customer’s contact information under ‘My recently won contracts’ in your ‘My DebtSizer’ section.   
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Step 6 – Leave feedback

  • Once you have completed your obligations per the bid proposal you can leave feedback for the client by going to ‘My DebtSizer’ and clicking on the contract.  
  • It is very important that you leave feedback so that the customer also leaves feedback for you. The more feedback you receive the more credibility your bids will have. Building a strong reputation will help you win more contracts and higher prices!
  • Leaving feedback is easy! Simply login to DebtSizer, find your completed contract, and click the ‘Leave Feedback’ button.    

 


Start bidding on business now !