• Handles all functionality of the Debt Settlement business.
• Quick & powerful search engine - user is able to search on all client details including, first name, telephone , cell phone, credit card details, spouse details etc.
• Activity management - prioritizes by date, status, debt level, and quick view notes.
• One click add creditor functionality.
• Automatic payment structure for 24, 36, 48, 54 and 60 months.
• Automatic generation of all required documentation.
• Automatic note insertion to keep track of all activities and contact with each client.
• Automatic one click emailing functionality.
• Powerful built-in system reporting with the ability to export all reports to Microsoft Excel.
• The ability for users to create customized reports through "Query Builder".
• Automatically import new leads into the system from MS Excel spreadsheets.
• Banking ACH processing.
• Three levels of security to ensure all confidential management data is kept private.
• Record changes are logged so management knows who last updated a record.
• SQL Server jobs can be created to automate backups and run reports.
• Very user friendly system.
• Fast, easily maintained SQL Server database.
• Frequent software updates to evolve with changing debt industry.
  

• Enroll clients in under 5 minutes.
• Automatic generation of Client Enrollment Package.
• Automatic fee calculation so that sales staff have instant information for clients.

  Sales department reports:

• Clients with no activities.
• Client enrollment report.
• EP Received status report.
• EP Sent, not received report.
• The ability to create customized reports using Query Builder.
  

• Easy input data system.
• Automatic generation of engagement letters.
• Prints labels for clients and creditors.
• Automatic notes inserted.
• Easy attachment of all clients' documents for full client account management.

  Contracts & documents reports:

• EP Received status report.
• Clients drafted but no creditor engaged.
• Client enrollment report.
• Mailed EP kit report.

Detailed Sales Management Reports:

• Clients with no activities.
• Client Enrollment Report.
• EP Received status report.
• EP Sent, not received report.
• Credit Specialist EP in Report.
• Commission Reports
• Cancellation Reports
• Chargeback Reports
• Powerful Query Builder to implement any report for Sales Management.
• The ability to create your own reports using the Query Builder.

• Full process collection map task.
• Creditor to third party connection.
• Viewing all attached documents from one central place in the system.
• Automatic VOD document.
• Automatic attorney document.
• Automatic Cease and Desist document.
• Automatic hardship template document.

  Creditor department reports:

• Clients sued/litigation report.
• Arbitration report.
• Collection receipt report.
• Powerful Query Builder to implement any report for creditor department.

• Automatically export files for ACH drafts on a daily, or weekly basis.
• Automatically generates all commissions payable, based on individual employee percentages.
• Automatic commission deductions.
• Automatically see all future draft dates for clients to forecast sales etc.
• Ability to customize amounts and draft dates for special need clients.

  Accounting reports:
  

• ACH Draft report
• ACH Schedule report
• ACH Expected Report
• ACH Draft NSF's etc.
• Client enrollment report
• Enrollment Contract received status report
• Enrollment Contract sent, not received back report
• Credit Specialist Enrollment Contract IN report
• Commission reports
• Chargeback reports
• Cancellation reports
  

• Track all steps in the settlement process.
• Updated funds available for settlement.
• Automatic settlement acceptance document.
• Automatic settlement offer letter to creditor.
• Full process settlement map task.
• Automatic notes inserted.
• Collection settlement notes transparent.

  Settlement reports:
  

• Settlement report.
• Settlement by specialist report.
• Funds available for settlement.
  

• Provides all tools needed for your Customer Service to function efficiently and effectively.

  Customer service reports:

• Clients with no activities for customer service.
• Client enrollment report.
• EP Received status report.
• EP Sent, but not received - back report.