NCOA Processing

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Collections MAX has a powerful feature called NCOA (National Change of Address)  Processing that allows you to find debtors and update their mailing address in the system automatically before sending out letters.  This is a subscription based service that will reduce and virtually eliminate any returned mail.

To get setup with this service, send an email to support@collectionsmax.com and we will assist you.

To view the NCOA screens go to the main control panel and click on the Utilities button, then select the NCOA Processing button.

You will see three tabs named:

Export by Portfolio - You can select a specific portfolio and export those accounts using this screen..

Export by Address Log - You can send out your address log to be scrubbed using this screen.

Import - This screen is where you load the return file and have it processed inside Collections MAX.

Note:  You must have at least 100 files to process or the third party processing company will reject your file!

How to Export files for NCOA Processing

It is most common to select the Export by Portfolio tab.

Select the portfolio that you want to export and click the Select Portfolio button.

Your portfolio will now be loaded in the data grid.

Click the Generate Text File button and enter a filename and select a destination of where you want the text file to be saved to.

This file is what you upload to the NCOA Processing site to be processed.

How to Import processed files

After you have downloaded the return file, select the Import tab and click the Open NCOA Return file button.

Navigate to the return file, select it and click Open.

The data grid will now fill with data from the return file.

Click the Process NCOA return file button ONE TIME.  Collections MAX will now process the file and make any updates automatically.  Once this finishes you can schedule letters for the selected portfolio.