Portfolio & Account Management
Manage accounts your way
Portfolio and account management have never been easier. Whether buying, selling, working contingency business for clients, or first party collections the tools are right at your fingertips. The unique eCollections account hierarchy allows accounts to be easily segmented and tracked throughout their lifecycle by client, location, portfolio, groups, batches, and more - each with an unlimited number of user named options. With just a handful settings accounts may be segmented literally 10,000,000 different ways. No one really needs that many, but it is good to know that you'll never run out of options for tracking performance or drilling into key metrics.
Agency Management made easy with eqX. Sentinel makes it easy to outsource accounts collection agencies by creating placement packages and assigning them to partner collection agencies. eCollections eqX (Equal Exchange) gives full visibility into collection efforts and progress on outsourced accounts. Never again wait for monthly reports when you want to know what's happening NOW. Realtime performance and liquidation reports keep you up to date on placements and agency scorecards instantly tell which agencies are the best performers. With the click of the mouse accounts can be recalled/ retrieved from any partner agency. Pull one account, a select set, or the entire group. Mix, match, add, delete, and redistribute using any set of criteria in the database, even user defined fields.
Drag and drop account distribution, workflows, and controls. Build account steps and workflows and let the automation take over or change collection strategies on the fly. Control how accounts are assigned and distributed to collectors. Set activities, notes, follow ups, and configure next steps based on the outcome of previous attempts or contacts. Managers have unlimited decision criteria options at every step through the process including skills based routing, balance ranges, type of paper, debtor region, language, and much more. If you can dream it you can do it.
"The flexibility of eCollections has been such an advantage for us. It reduced our new client onboarding time by 75% AND allows us to easily handle even the most unique client requests. We couldn't be happier!"