Case Management

This module is the primary interface for your employees and facilitates the collection process by organizing and storing information specific to clients and opponents. The only way an account operator can effectively action an account is if they have ready access to all the relevant information about that account. Case Master Pro delivers a powerful resource to operators through its unique and intuitive screens. This interface is designed to provide the operator with two powerful tools. Firstly to gain access to detailed account information so they can quickly make informed decisions about an account. And secondly it acts as the control center whereby users can take action on the account by choosing from the numerous advanced features that are easily activated. Case Master Pro provides an environment that enables users to maximize the recovery ratio of each account.

User Defined Case Types

User defined case types provide the flexibility needed to collect different types of debt using just one system. We have optimized the collector contact screens for quick and efficient debtor contact. Collectors can contact debtors, set up payment plans, take incoming calls, help other collectors, and schedule follow up actions. With user-defined types, only applicable fields appear for each type of debt. Thus if collecting on credit card debt, you may have account number and statement date fields, while auto loans may have vehicle identification number, make, model and other vehicle information fields.

Review by User

The review feature allows each user access to their daily work list and update or track progress on individual case files which is the only way a collector, account operator or lawyer can effectively manage the number of accounts necessary to be productive in today’s environment. Once they have their review list, a double click will access an account (Based on security level) and they have instant access to all the relevant information about that account. Firstly to gain access to detailed account information so they can quickly make informed decisions about an account. This acts as the control center whereby users can take action on the account by choosing from the advanced features easily and provides an environment that enables users to maximize the recovery ratio of each account.

Multiple Relationships

Each case file can have an unlimited number of debtors, addresses and accounts. You can also track multiple addresses, phone numbers notes, service and trial results for each debtor. Review items are also debtor specific. This flexibility allows debtors to be tracked separately or together. Documents can also be generated for all debtors in the file or a specific debtor. . Use an advanced document feature like expressions and CMP will checkfor separate addresses or representation by an attorney and generate the document accordingly. Each file can also be to multiple users for review and updating can occur at the same time to allow the collector and lawyer to review the case file at any time or the same time.

Comprehensive Tracking

The comprehensive tracking of debtors, multiple accounts per debtor (with separate balance tracking)interest, check return fee, agency fees, legal fees, contact dates, notes and auditing information is all available in the transaction screen to see what has happened at any time. Since each type of entry is identified, filtering for calls, payments or other specific transactions is quick and easy.

Campaign Support

With collection campaign support, each collector can work campaigns by ordering the list by balance, status, date due, or client. The contact screens provide instant access to information on the debtor, multiple accounts, payments, payment plans, contact notes, post dated checks, notice history and other relevant data. The reviews feature automatically reminds collectors when it is time for a same day call back at a specific time and can report on success and failures of certain activities for a review of the effectiveness of any campaign and the results achieved. This is extremely helpful in tuning your practice to those types of cases where the performance and profits are the best.