Collections case management that keeps officers focused
Cases open automatically, are prioritised by transparent rules, and every contact, promise and status change is recorded.
Updated 2026-10-20
Capabilities
- Cases open when a loan reaches your configured days past due, with delinquency buckets you define.
- Rule-based, explainable priority score with a reasoned manual override.
- Activity log, promises to pay (kept/broken evaluated automatically), follow-up tasks and a due-today bell.
- Assignment rules, officer capacity, bulk assignment and external agency assignment with strict visibility.
- Evidence documents: encrypted, hashed, versioned; executable uploads refused.
- A read-only case assistant that answers from verified records with source references and never decides.
Controlled status workflow
Ordinary statuses move through allowed transitions. Statuses with legal or financial effect — settlement pending, legal review, disputed, settled, written off — can only be entered through their own approved workflow.
Questions
Does it support external collection agencies?
Yes. Agency managers and agents see only the cases assigned to their agency or to them, and commissions and expenses are tracked.