root
7a62b0b340
- analysis.py: deterministic claim scorer + /analyze /approve /letter /advance-tier endpoints (auto-runs on intake) - packet.py + packet_fields.json: welcome-packet templating engine (6 onboarding docs, field catalog) - letterstream.py + letters.py: certified-mail send pipeline + letter lifecycle (webhook verified) - docuseal.py: DocuSeal signing integration - staff.py/models.py/schema.sql/auth.py: approval actor from staff key, tier gate (APPROVED+ACTIVE+onboarding docs), onboarding_docs table - frontend/: dependency-free static portal (intake, magic-link login/verify, dashboard) - landing-mockups/: 4 design-stance mockups + favicons - legal/: aup/privacy/sms-terms/terms HTML - docs/: letter-queue scope, letterstream API contract, 6 welcome-packet templates - review-dre-landing-2026-08-21.md: 3-variant landing feedback sprint - compliance/DRE_Compliance_Manual.md: updated Source synced from deployed /opt/dre-portal/app/ (was 4 days ahead of git).
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ACH / DISBURSEMENT AUTHORIZATION
Debt Recovery Experts, LLC
This form authorizes Debt Recovery Experts, LLC ("DRE") to disburse recovered funds (net of contingency fee and itemized costs) to the Client's bank account identified below.
Account Holder Information
| Field | Value |
|---|---|
| Account holder legal name (must match W-9) | {{account_holder_name}} |
| Entity type (if business) | {{account_holder_entity_type}} |
| Bank name | {{bank_name}} |
| Account type | [ ] Checking [ ] Savings |
| Routing (ABA) number | {{routing_number}} |
| Account number | {{account_number}} |
Authorization
The undersigned authorizes DRE to initiate credit (deposit) entries only to the account identified above for the purpose of disbursing settlement proceeds. This authorization is for deposits only — DRE is not authorized to debit this account for any reason.
This authorization remains in effect until revoked in writing by the undersigned.
Tax Reporting
The undersigned acknowledges that recovered funds may be subject to tax reporting, and that DRE requires a valid IRS Form W-9 on file before any disbursement. DRE will not disburse funds without a completed W-9.
| Client Signature | Date |
| ________________________ | ________________________ |
| Print Name | Title |
| ________________________ | ________________________ |
| Company (if applicable) | |
| ________________________ |