Setting availability Your availability setup in the system is what determines if other users can schedule an appointment for you. This is broken down into ...

E-mail templates are an important way to define consistent and uniform communications to your debtors. E-mail templates allow you to define the subject, bod...

Office locations are one of the base requirements for utilizing the appointment scheduling tool in the system. Both the creation and modifications to existi...

Your Outlook email credential is what is used to send emails out of the system and is also used for appointment calendaring reasons. 1) Click on your...

Setting up Notification Rules Each template must have a Notification Rule appended to it to follow. The user can create as many rules as desired for ease o...

Setting up SMS notification templates Users are able to customize different templates to send out based on the categories of meeting date or payment date. ...

Text message notifications and reminders can be used for scheduled appointments, to ensure the debtor is aware of and attend the scheduled appointment. ...

The assessor tool allows you to capture the debtor's assets, liabilities, income, and expenses where a series of graphical chart can be shown to the deb...

The customer relationship management (CRM) module is comprised of several components that work in unison to help you manage all the pre-filing steps of a de...

What is Lead Intake? The system helps centralize all leads so that all tasks can be managed in a more efficient manner. Lead sources can come from: Web f...