Your creditor clients want to know what is happening with their accounts without calling you to ask. CollectPlus 12 gives them a portal of their own, in the same web app your team uses.
What creditors see
- A home page of their own. Each creditor signs in to a page with their placements and the lists your agency shares with them.
- Checks and remittance. Recent checks and check details show what was paid to them and when.
- Lists you choose. Share any work queue you build with your creditors, so they see the accounts and columns you decide.
- Documents to sign. Agreements you send a creditor for signature wait for them in the portal.
Online placement
- Place an account online. A creditor enters a new debtor and debt in the portal, instead of sending you an email or a spreadsheet.
- Duplicates caught. If the debtor may already be in CollectPlus, the creditor is warned, and only ever sees matches among their own accounts.
- You review it first. If you want, new placements wait on a review list until your staff release them. Releasing one sets the account up just as if your team had entered it.
- Status for every placement. Creditors follow each placement as awaiting review, in collection or closed.
Placement files too
Creditors who send files can keep sending them. Your staff upload a placement file, map its columns, preview it with any errors marked, review possible duplicates and run the import, and can undo the import if the file was wrong.
Each creditor needs a portal login, and the review step is switched on by your administrator. More about creditor management.