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DMP Clients Management
CreditMaster
provides your agency with all the tools needed to effectively manage
your clients DM Payment Plans.
Client
Management |
Proposals|
Creditors Management
| Screen Shots
Clients
Management
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Easily
find clients within the database using our Advanced Search
options. Search for a client using: Last Name, First Name, SSN, Co-Applicant(s),
Street, City, Zip code, Plan Amount, creditor(s) account number(s), a
combination of any and much more. |
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Our Client Management screen
provide all the information your customer service staff need to easily
answer all your clients and creditors questions. |
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Keep
track of everything that transpires through the life of your clients
program using our integrated Clients Comments component
which allows for unlimited notes. |
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Effectively manage your clients Service Requests with our built-in
Problems Manager module. |
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Easily
re-assign creditor accounts with a few mouse clicks. |
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Automatically print your clients Monthly Activity Statements.
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Wizard-like routines to withdraw and reactive clients on your DM
Program. |
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Effectively manage your staff time with
our built-in Tasks Manager. |
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Our 'Client Access' Web Interface
allows your clients to connect 24/7 and view important account
information, therefore reducing the amount of client service calls. |
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Our built-in Audit Log helps
you by automatically keeping track of all changes in your clients
data files. |
Proposals
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Proposals are automatically populated with the information captured
during the consultation session including all budget and census data. |
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Automatically generate Full Disclosure proposals with the click of a
button. |
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Print or transmit proposal in
batches or on-demand as needed. |
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Easily put accounts proposals on
'hold' to prevent unwanted proposals from going out to
creditors. |
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Transmit
Electronic Proposals, Balance Verification & Drop Notices directly
through MasterCard RPPS or a third-party consolidator such as VANCO. |
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Validate accounts numbers using
the masks provided by your RPPS Consolidator (currently available
for Vanco users). |
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Easily find out which accounts can be
processed electronically by using our Accounts Analysis option.
Increase your fair share by switching accounts for electronic
processing (only available for VANCO users). |
Creditors
Management
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Benefit from our consolidated
Creditors Management screen. |
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Store all required parameters for
credit counseling on a single location. |
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Find creditors in your database using
our Advanced Search which include Name, Address, City Phone,
Aliases, Prefixes, etc. |
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Easily transfer individual, groups or
a whole portfolio of accounts with just a few clicks. |
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Easily configure electronic payments
and proposals and specify file parameters such as (CDP, FBC, FBD,
CDD,etc) |
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Screen Shots
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