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Counselors can setup a DM Program in as little
as 5
minutes. |
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Your counselors only need to enter the name of the
client's creditors and the account balances and Credit Master does the
rest. |
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The consultation form
automatically can quote new monthly payments
and display available concessions based on the
information available on the creditors'
profiles. They also have the ability to override
this defaults setting if needed. |
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Automatically generate
a Before and After Saving Analysis with the click of a button and
show your prospective clients all the benefits
and savings of enrolling on a DM Program. |
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Customizable
Consultation Scripts provide for a consistent message to all your
prospective clients. |
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Automatically
calculate Service & Setup Fee(s) based on your
company's default settings and/or state-specific allowable fees. |
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Automatically
print
all Enrollment Documents. Setup state & language specific
enrollment documents and then have the
system automatically choose which
enrollment documents to print
based on the client's state and language
settings. |
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Provide your
prospective clients with a detailed and personalized Action Plan that will help you guide them through the
necessary steps to re-gain their financial
stability and assure their DM Plan success. |
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Our Housing
Counseling module allows counselors to perform a detailed
housing consultation and capture all the information required by government
agencies such as HUD. |
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Counselors can perform
a detailed budget analysis by collecting detailed information
regarding
your prospective clients income, expenses, assets & liabilities. The
system automatically shows your counselors the
variances that are critical for success in the DM
program. All this information is then used to
generate proposals to the client's creditors. |
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Efficiently set &
manage all your clients appointments with our built-in Appointments
Manager.
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Our Appointments Scheduler meets the needs
of a multi-branch CCCS organization. |
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Schedule initial and follow up appointments
by branch, counselor or have the system find
the closest location for your clients or the
next available time slot. |
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Branches schedules are easily defined to
manage and optimize your workforce.
Schedules are accessible to counselors so
they can reassign or re-schedule
appointments to reduce the clients wait
time. |
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