CreditSoft Debt Portfolio Management Software
Software for debt management companies
 
 
 

• Import leads from a file, or directly from the internet
• Distribute new leads automatically, or assign them manually to your reps
• Detect duplicate leads
• Instantly quote new monthly payment and length of DMP over the phone
• Compare before and after picture
• Print, fax or e-mail agreement or other custom documents to prospective clients
• Electronically sign and store documents
• Define enrollment checklist with multiple categories and items
• Easily store income, expenses, assets and liabilities
• Add notes and create follow-up reminders
• Attach unlimited documents to the client's file
• Warning if another user opens the same client screen

 
 

• Save and compare multiple financial scenarios for clients including income, expenses, assets and liabilities
• Additional built-in financial reports and charts

   
 

• Set up appointments based on the first available time slot, counselor, or location
• Easily check the availability of every counselor
• Set up your business hours, holidays, and particular user schedules in the scheduling setup screens
• Easily set up your appointment slots several weeks in advance with recurring appointments if necessary

   
 

• Set up multiple due dates and disbursement dates
• Automatically calculate one-time fees and monthly fees
• Define state compliance rules for handling receipts and payments
• Schedule special client disbursement requests
• Instantly see missed, late or short client payments
• View balance forecast of each account

   
 

• Multiple customizable issue category options that default to specified users or departments
• Ability to schedule for follow-up for a specific date and time
• Share documents and collaborate with the debtor or other co-workers to resolve issues
• Link documents or other attachments to each issue note
• Customize your own To-Do lists
• Set up custom workflows for automatic redirection of work

 
 

• Specify multiple creditor contacts
• Ability to store payment, proposal and fair share billing information
• Have multiple aliases for one creditor
• Easily see all accounts related to one creditor
• Transfer accounts between creditors
• Import account masks from MasterCard, or add your own
• Ability to group creditors for easy deployment of policy changes

   
 

• System identifies accounts with problems or missing information before batching proposals
• Easily batch proposals including full budget disclosure information if needed
• Ability to hold individual proposals from being sent
• Print, fax or electronically send proposals
• Compatible with both MasterCard RPPS and Visa E-Pay
• Import electronic response files

 
 

CLIENT RECEIPTS
• Enter client receipts individually or in batches
• Create and submit ACH debit files to your financial institution (NACHA format)
• System validates required fields before transmission
• Automatically hold funds based on payment type
• NSF receipts individually or from a NACHA file, and automatically add NSF fee if needed

PAYMENTS TO CREDITORS
• Print checks or create RPPS files for disbursement of funds to creditors
• Reprint checks and vouchers if needed
• Easily process voids and refunds
• Reconcile your bank accounts
• Manage Fair Share billing

   
  • Access to hundreds of built-in letters and reports
• Ability to modify our built-in reports using Microsoft Visual Studio (Free with SQL Server 2005)
• Create your own documents and reports using Visual Studio or Microsoft Word 2007
• Create your own report shortcuts from more screens
• Ability to specify your own report categories
• Drag-and-drop reports to your Favorites Menu for quick access
   
 

• One application integrates all standard functions (including the issue tracking)
• Ability to change the position of the fields on the screen, as well as the captions of the labels
• Layout of most data grids can be customized per user, including sorting and column position and size
• Easily print and export grid data to Excel
• Users can define their default searches and activity views
• Alerts and color coding to better warn the user throughout the application
• Easy navigation through the use of tabs and context menus
• Centralized administration console for easy access to software system settings
• Easily link CreditSoft with a third-party imaging software
• Built-in context sensitive “Help” documentation

   
 

• Easily set up unlimited security groups
• Easily secure screens, buttons, and other controls directly from CreditSoft screens
• Ability to preview group or user security settings
• Ability to prevent non-administrators from accessing administration console
• Automatically track all changes made to customer data in an easily accessible audit log

   
 

• Fully .NET-based application
• SQL Server 2005/2008 back-end. To read more about the features in SQL Server please click here.