CollectPlus 12
What's new in CollectPlus 12
Version 12 brings CollectPlus to the browser. Collectors, creditor clients and debtors share one web app, and the Windows application keeps the back office it already runs well, such as trust accounting.
- One web app for staff, creditors and debtors
- Payment links and QR codes
- AI with Google Gemini
The new web app
Your whole operation in one browser window
Staff, creditor clients and debtors sign in to the same system, each seeing what their role allows. It works on phones and tablets, in light or dark mode.
CollectPlus 12 is a hybrid: the Windows application is still there for back-office work, and each release moves more of it to the web.
The web app
- One app for everyoneCollectors, managers, creditor clients and debtors sign in to the same web app.
- Back office in the browserCard and ACH batches, check runs, fee structures and creditor setup run in the browser.
- Phone-friendly screensScreens adapt to phones and tablets.
- Light and dark themesEach person picks the look that suits them.
- Web administration consoleSettings, users and permissions without the Windows app.
- Hybrid by design Windows appKeep using the Windows application for trust accounting and other back-office work.
Collector workspace
- Work queuesOpen the next account, act on it and move on, without going back to the list.
- Queue supervisionManagers see what is in each queue and who is working it.
- Contact plansSchedule the letters and follow-up tasks each account should get.
- Interaction timelineCalls, emails, texts and notes for each debtor in one place.
- Collector dashboardToday's work, promises and collections at a glance.
- Click-to-callCall from the account with Intermedia Unite, and see who is calling on a call card.
Payments
- Pay Now pageDebtors pay online without creating an account.
- Payment links by email or textSend a secure link that opens the debtor's balance, ready to pay.
- QR codes on lettersYour Word letter templates can carry a code that opens the payment page.
- Pay-by-phone codeA short code lets debtors find their balance on the phone.
- Card and ACH processorsAuthorize.Net, NMI and Clover.
- Card and ACH batchesRun scheduled charges and bank debits in the browser.
- Payment plans in the browserAdjust installment amounts and dates, and collect each installment by link.
- Card verification on saveCards are checked with the processor when they are saved.
Creditor clients
- Creditor portalCreditors follow their accounts, remittances and reports online.
- Online placementCreditors place new accounts in the portal, and you review them before they go live.
- Collections terms per creditorFees, settlement authority and billing set on each creditor.
- Check runs and remittancePay creditors their share from the browser.
- Placement file importLoad new accounts from the files creditors send.
- Trust accounting Windows appTrust balances, disbursements and reconciliation.
Debtor portal
- Balances, history and paymentsDebtors see what they owe and pay online.
- Documents and e-signatureDebtors read and sign agreements online.
- Secure messagesDebtors write to your team from the portal.
- "How did we do?"A short rating after each conversation.
- Contact preferencesDebtors choose what they hear about, from a link that needs no password.
Communications
- Letters, email and text from one placeThe same templates and rules for every channel.
- Email trackingSee which emails were opened and which links were followed.
- Two-way text messagingReplies land on the debtor's record.
- Live chat and Chat CenterAnswer debtors in real time from the web app.
AI with Google Gemini
- Next-step suggestionsA suggested next action on each account.
- Daily briefingWhat changed and what needs attention today.
- Queue and chart buildersAdministrators describe a list or a chart, and AI drafts it.
- AI chat assistantAnswers common questions and hands the conversation to your team when needed.
- Instant answers and sortingDraft replies to messages, and automatic sorting of uploaded documents.
- Translation suggestionsHelp with messages in Spanish and other languages.
Documents, automation and reporting
- ICCOSign e-signatureBuilt-in e-signature with several signers. DocuSign and SignNow are supported too.
- Document batchesPrepare and send letters in bulk, and track every recipient.
- Workflow rulesAutomate what happens when an account or task changes.
- Form designer in the browserBuild your own intake and account forms.
- Dashboards by roleCollectors, managers and owners each see their numbers.
- SQL Server reports and grid exportReports as PDF or Excel, and grids exported to CSV.
Security and integration
- Two-factor sign-inA code by email or text at sign-in.
- Roles and permissionsEach person sees what their job needs.
- Audit trailChanges are recorded with who made them and when.
- EncryptionSensitive fields can be encrypted in the database.
- Web services API and API tokensConnect your systems securely.
- Scheduled servicesImports, exports and batches that run on their own.
See CollectPlus 12 with your accounts
A 30-minute demo covers your workflow, your creditors and your questions.