Money and recovery

Collection and assignment

A case opens by product rules and moves through stages from a soft reminder to assignment of the claim. Every contact is recorded with channel, outcome and next step.

What is inside

  1. 01

    Stages from reminder to write-off, each with its own conversation script.

  2. 02

    Promises to pay with fulfilment tracking and automatic return to the work queue.

  3. 03

    Legal proceedings and enforcement are kept as separate records.

  4. 04

    Assignment and agency contracts with a registry check of the agency and notice to the debtor about the new creditor.

Nearby in this group