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 settlement program 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

 
 

• 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

   
 

• Manage multiple offers and counter-offers
• Easily see actual and forecasted accumulated funds
• Allow negotiators to reserve funds to prevent other negotiators from using the same funds
• Automatically calculate settlement offers and fees
• Easily create single-payment and structured settlements
• Ability to cancel or edit the offer details
• See all activity related to the account with one click
• Ability to run reports of which debts can be negotiated based on accumulated funds

 
 

• Set up multiple debt settlement program templates
• Debt programs can have multiple stages with different fee structures and program lengths
• Automatically calculate one-time fees and periodic fees
• Easily customize schedule template dates and amounts per client
• Easily handle special client disbursement requests
• Track funds accumulated towards settlements
• Track funds the client accumulates on their own

   
 

• 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

   
 

• Validate bank routing numbers
• Create and submit ACH debit files to your financial institution (NACHA format)
• Print settlement checks to creditors
• Reprint checks and vouchers if needed
• Easily process voids and refunds
• Reconcile your bank accounts
• Integration with I-Payout banking platform. For more information, click here

 
  • Ability to add sales structure
• Arrange commissions on set up and settlement fees, and split commissions among sales people and negotiators
   
  • 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
• 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.