Full Trust Accounting
COLLECTOR™ maintains an up-to-date trust account.
It handles debtors payments, adjustments, NSF reversals,
clients payments, set-up fees, trust account adjustments,
direct payments, forward commissions, and direct payment
invoices. You can even place a hold on a debtor payment
you suspect won't clear the bank so you don't pay your client
COLLECTOR™ is flexible in the production of statements
and the handling of your clients' accounts. You can produce
statements as often as you require WITHOUT HAVING TO REMEMBER
TO "CLOSE BILLING PERIODS", or other complicated steps.
You can immediately invoice your clients for direct payments.
You can easily adjust client accounts for payments received,
corrections to invoices, or trust account transactions.
Automated Dunning Notices
COLLECTOR™ lets you create more than nine thousand
different letters. The content of a notice is totally open,
letting you set up any kind of notice you need and easily
pull information from the EZ COLLECTOR™ files into
your notice.THE WHOLE COLLECTION NOTICE PROCEDURES IS COMPLETED
WITH JUST A FEW CLICKS!, No need to learn complicated word
proccessors, but you can if you wish! Besides the standard
notice variables, you can calculate data and create your own
variables, you can chain notices into a series and have multiple
dunning notice series as well. Design one dunning series to
accommodate medical collections and another for commercial
or retail collections. As accounts are processed through the
dunning series, you can automatically turn them over to a
collector for a call. The dunning series can update the status,
priority, or collector assigned to the account. They can interrupt
the notification sequence, restart it, or redirect it at their
discretion. Collectors can even print quick notices without
interrupting the processing of the dunning series.
Collector Contact Screens
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 on actions. We have provided options
to work a list of scheduled calls for today or a list of
all the accounts assigned to them. The collector can work
campaigns by ordering the list by balance, status, date
last worked, client, or priority. The contact screens provide
instant access to information on the debtor, multiple accounts,
payments, payment plans, contact notes, post dated checks,
notice history, etc. The contact notes are unlimited in
size. The contact deferral feature automatically reminds
collectors when it is time for a same day call back at a
Payment Plan Processing
plans are easily set up with EZ COLLECTOR™'s
promise system. EZ COLLECTOR™ manages the plan
and can automatically issue a delinquency letter or schedule
a collector call if a payment is late. Collectors
no longer have to keep tabs on their payment plans. They
only have to handle the delinquencies.
Payment Receipt Processing
and account for debtor payments quickly and efficiently.
EZ COLLECTOR™'s payment transaction processing
is designed to minimize data entry requirements and record
accurately against affected accounts. Use default settings
to apply payments received against balances owed or manually
apply payments as you wish. Track payment methods including
cash, check, credit card, or electronic funds transfer.
Record direct payments to clients and EZ COLLECTOR™
will update client statements appropriately.
User Definable Screens
COLLECTOR™ lets you create your own user-definable
screens. These screens let you easily handle the special
tracking requirements of your agency. You can also add new
fields to the standard debtor and account screens.
collector work screens have the EZ COLLECTOR™
power dialer feature built in. The collector can point and
click and have their computer dial any of the debtor phone
Password and Menu Level Security
COLLECTOR™ lets you control user access to sensitive
business information. EZ COLLECTOR™ is not only
password protected, but allows you to specify who can access
NOT JUST EACH MENU, BUT INDIVIDUAL FIELDS! of the program.
Collectors can be kept from financial and client screens,
and even limited from updating some fields of debtor information.
COLLECTOR™ provides numerous reports to support
the management of your clients. These include: Trust accounting
reports, Bank deposit reconciliation reports,Placement reports,
debtor card printouts for working off line and lots more!
Most reports can be run in real time for any date range
Collector Productivity Tracking
COLLECTOR™ helps you monitor collector productivity
and performance. It tracks commissions, collector activity,
and contact frequency as well as the number of accounts
collected, amount collected month-to-date and year-to-date
activity. EZ COLLECTOR™ also has a "Collector
Monitor" INCLUDED AS A STANDARD FEATURE! which lets you
closely supervise the daily operations of your collectors.
Definable Client Commission
COLLECTOR™ lets you create multiple commission
rates to match how you do business with each of your clients.
Each client can have it's own set of rates including a min
amount and return merchandise rate.
Unlimited Contact Notes
COLLECTOR™ provides unlimited contact notes.
Collectors are allowed to add new notes, but not modify
old entries. The administrative staff has unrestricted access
to all contact notes. Stamping date, time, and the initials
of the collector into the notes provides an audit trail
when updating critical data such as status of the account
and entering contact notes.THE SYSTEM ALSO AUTOMATICLY GEBERATES
NOTES when ever a letter is printed , a payment is entered,
an important field is changed, etc.
COLLECTOR™ allows comprehensive tracking of debtors,
duplicate namer OR address, , interest (compound or not),
check return fee, agency fees, legal fees, contact dates,
and much more. We provide debtor and account handling through
the "debtor card", a visual representation of a paper card
- a central work area that provides point and click access
to all the information required to process an account from
assignment to 'paid in full'.
Credit Bureau Reporting
COLLECTOR™ helps you in reporting to the credit
bureaus either on paper or electronically, and allows you
to receive and capture skip tracing information. You have
complete control over reporting accounts on and off the
bureau. You can also report business accounts, spouses,
and co-makers to the credit bureau.
Marketing Contact Management
COLLECTOR™ provides the contact management support
your sales staff requires to maintain contact with potential
clients. Schedule contact meetings and send contact letters
from the notice system. When potential business contacts
become active clients, EZ COLLECTOR™ allows all
the information on the client to be exported from the marketing
file to the client file.
Extended Debtor Search
COLLECTOR™'s extended search tool will save you
time trying to locate debtors and accounts in your system
when only partial information is provided. The extended search
solves the problem of how to apply a payment to a debtor when
the name on the check doesn't match a debtor in your system.
Search by name, phone number, client information, account
information, or other fields. EZ COLLECTOR™ will
display all records which match the information you have provided,
letting you make the final selection.EVEN SEARCH NOTES!
Fair debt collection lanquage
required fair debt lanquage automaticly included on notices
at you request.
and send debtor statements and RETURN ENVELOPES to remind
debtors of payment obligations. Debtor statements are a
unique notice type showing debtor balances owed on their
account(s). Debtor statements can be produced monthly or
as required, independent of notice processing or other scheduled
Post Dated Check Processing
Post Dated Check information and let EZ COLLECTOR™
keep track of payment processing. EZ COLLECTOR™
allows you to design and send pre-deposit notices, review
post dated checks on file, and automatically deposit them
at the scheduled time.
and Utility Functions
system security, your own business process steps, and collector
activity through EZ COLLECTOR™'s many system
administrative and utility menu options. Protect your business
data by setting up passwords, limiting access, and creating
restrictions. Define agency operations through creation
of status codes, automating the type and sequence of notice
actions, and defining your own screens and fields to capture
special data required by your agency. Support business relationships
by setting up client-specific controls, defining commission
codes, and customizing messages on acknowledgments and statements.
Monitor individual collector productivity, review projected
activity, and balance collectors' workloads. EZ COLLECTOR™
lets you be in control.