Hold the account the instant a dispute arrives
When a consumer disputes an account, outreach pauses immediately, supporting records are requested from the counterparty, and the outcome is returned to the consumer — every step recorded under your configured policy.
Trigger: A consumer dispute is received.
Every step, in plain English
This is the exact flow that runs — no black box. Edit any step after you install it.
- 1Dispute receivedTrigger
Fires when a dispute is logged on the docket.
- 2Hold the accountAction
Immediately pauses outreach and servicing activity.
- 3Request recordsMessage
Asks the counterparty for supporting documentation.
- 4Create review taskAction
Assigns follow-up to the right team.
- 5Log disputeEnd
Records the dispute for compliance.
What it does for your team
Outreach stops within seconds of a dispute — automatically
Supporting documentation is requested every time, on the record
Auditors see a clean, consistent dispute trail
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Questions about this template
When a consumer disputes an account, outreach pauses immediately, supporting records are requested from the counterparty, and the outcome is returned to the consumer — every step recorded under your configured policy.
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