COLLECTPLUS FEATURE LIST |
|
Description |
User Interface
|
- User-friendly real-time Windows server application
- Unlimited clients, debtors and accounts
- Unlimited cosigners and related parties
- Unlimited space for notes in almost every screen
- Helpful color alerts and status indicators
- Customizable dropdown lists throughout
- Unlimited user defined fields
- Customizable form layouts and captions: Screens that allow you to move, rename, or hide fields completely on your own
- Automatic field verification and formatting
- Quick navigation and actions using right-click context menus |
| Collection Activities |
- Import accounts
- Assign accounts to collectors or queues, either individually or in bulk
- Manage workload easily, view other queues, and reassign debtors quickly
- Schedule follow-ups (including popup reminders) with one click
Learn more about our interactive collector work queues
or View our video demonstration!
- Quickly locate accounts by almost any field
- Customizable codes and alerts
- Batch tasks and documents for quick handling
- Readily integrate the latest phone systems for dialer and screen pop-ups
- Track all balance changes in one simple screen (interest, fees, payments)
- Administer & track payment promises
- Track client payments and all transactions
|
Payment Processing
& Accounting |
- Integrated with Authorize.NET and .NETCharge
- Collect payments instantly over the phone or online
Learn more about our credit card and ACH collection features
- Print checks to clients
- Complete trust account reporting |
Financing and Loans |
- Create payment plan templates with predefined formulas based on any variable such as debt amount, score, state, aging, etc...
- Allow flexibility in payment arrangements by personalizing the payment plan at any time
- Originate loans and transfer or consolidate all or partial balances on other accounts
- Complete budgeting including assets and liabilities
- Debtor scoring to expedite loan decision |
Commissions |
- Straight or variable commission rate plans
- Commission formulas can be as complex as you need
|
| Built-in CRM System |
- A CRM system that promotes efficiency through interaction via web, email, mail and text messages
- A complete issue tracking system that improves inter-departmental communication and auditing
- Web interface allows customer to rate experience so you can easily track customer satisfaction by department or activity over time
- Ability to automate your workflows with user-driven and scheduled actions |
Document Generation
|
- Create templates in Microsoft Word and seamlessly generate them from the system
- Unlimited customized fields for personalization
- Create Ad-hoc queries and reports using many compatible tools (including SQL Server Reporting Services)
- Output most reports to screen, HTML, RTF, Excel or PDF
- Batch generation of letters with ease
View our document batching video demonstration!
- Debtors can electronically sign documents online
- Schedule reports to be sent later
- Email capability and integration with Microsoft Outlook
- Documents can also be send via SMS Text messaging (More information below) |
| Text Messaging (SMS) |
- Remind debtors of an upcoming payment date when they are on a payment plan schedule
- Ability to program actions to specific responses to text messages (reply PAY to execute an ACH debit)
- Integrated with MessageMedia
Learn more about our Text Messaging (SMS) Features |
Document Management |
- Attach documents to accounts as easily as drag-and-drop
- Scan documents directly in the system using a compatible document management system such as Imaging101 |
| Phone System Integration |
- Auto-dial capability with any TAPI or SIP System
NOTE: Tested with Televantage, Asterisk, Interactive Intelligence, and Avaya
- Ability to feed data to a predictive dialer |
Debtor Scoring
 |
- Quickly evaluate the chances of getting paid
- Configure as many scoring models as you need
- Calculate an individual's score or score an entire debt portfolio
- Ties with our dynamic-forms feature allowing you to add any field needed on your score formula
to CollectPlus
- Provides the ability to have multiple score models on the same
debtor to evaluate the risk of non-payment
Learn more about Individual Debtor Scoring Features |
| Dynamic Forms & Questionnaires |
- Create your personalized set of unique questions you want your collectors and analysts to gather for each account or debtor
- Add as many fields as you need to each debtor file
- Use that information to calculate a score using the Debtor Scoring feature
- With CollectPlus you will never be constrained by a limited set of fields again |
Remote Connectivity |
- Secure 24X7 web access for both clients and debtors (using HTTPS)
- Client grouping for client access and control of large national accounts
- Collectors and agents can connect to the system from remote locations using Remote Desktop Connection (Terminal Services) or using our hosted server in the cloud
|
| Security |
- Full-fledged security system including control level permissions and audit log |
| Technology |
- Windows Application compatible with the latest Windows versions
 
- Microsoft SQL Server Database - Powerful, scalable, reliable
- Robust application can handle unlimited users
- Simple management of your database using the Enterprise Manager
- ODBC and ADO compliant
- Import/Export Capability
- Hot online backup with ability to do point-in-time restore
- Written in Visual Basic and .NET, proven open standards
- Server and database can be hosted in the cloud (SaaS)
Learn more about cloud services |
Technical Support
and Upgrades |
- Support and maintenance contract includes upgrades and new version updates
- We invest heavily in R&D. 500 new features added this year!
|
| Customization |
- Reports, Letters, Fee Formulas, and all settings can be customized by you.
- Additional screens, fields, or anything else beyond what is documented can also be fully customized by our Consulting team for an hourly fee. |
