Overview

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Collections MAX Collector and Professional is the software that debt collectors use to work debt collection accounts.  There are a few things that separate Collections MAX from other software as it has the ability to give a collector an overview of the account in real time.  The software has buttons down the left, right, and above the data grid that shows all the notes on the account. When Collections MAX detects that there is information behind the buttons, they will glow yellow to signal to the collector that information is contained behind it.  It will also turn the buttons back to blue if no information is found behind it.  To move between accounts the collector presses the Next and Back buttons.

The layout of the Collector screen:

TOP ROW BUTTONS

Search  Clicking the search button brings up the search pop up box.

On the right hand side of the data grid you can easily tell the owner of the account by looking in the Assigned To column.

By selecting the three different radio buttons you can search different criteria

[All:]  Selecting the All button you can search account numbers, file numbers, addresses, just about anything in the system.

[Last Name:] Selecting the Last Name box gives you the ability to call accounts up by last name. The box will auto complete as you type to help you avoid spelling mistakes.

[Social Security Number:] By selecting this option you can call up accounts by social security number.  This box will auto complete your selection as you type.

[Phone Search:]  By pressing the phone search button you can search the system for phone numbers.  The system will also automatically search the phone log for deleted numbers if a match isn't found.

[Jump to Account:] By pressing this button you will jump to the account that is highlighted in the data grid.  To Jump to a different account simply click on it to highlight and then click on the Jump to Account Button.

The search pop up box will also display all the accounts you have worked for the day when you first click it.  Accounts are considered worked when they have a log notation on them.

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Callbacks - Clicking on the Callbacks button will bring up a lower split screen.  This screen has a viewer that manages all of the collectors callbacks.  When a callback is created it will show a popup on screen that reminds the collector to call a debtor.  The collector simply clicks this button,  selects the debtor from the datagrid and clicks the Jump to Account button to work it.

Here are some of the buttons that are used to manage the callbacks.

[Add Callback:] This button will add a callback for the debtor that the collector is currently working.

[Delete Callback:]  This button will delete the highlighted callback in the data grid.

[Today's Callbacks:] Click this button and you will view all callbacks that are scheduled for today.

[View All Callbacks:]  This button will let you view all callbacks assigned to the collector.

[Jump to Account:] By pressing this button you will jump to the account that is highlighted in the datagrid.

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Promises:  Clicking the Promises button will bring up all accounts assigned to the collector that have an active promise to pay on them.  The collector can add and delete promise's through the Promise Log button.

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Work By: Clicking the Work By button will bring up a popup box.  This allows the collectors to drill down accounts with more precision.   

[Status]  By selecting this option and selecting a desired status the collector can work accounts assigned to him that are only of the selected status.

[Balance] The collector can work accounts that have a current balance between two ranges.

Example - 2000 and 10000 will bring up all accounts assigned to the collector with a current balance between $2,000.00 and $10,000.00

[Client]  Work accounts by a particular client.

[Client and Portfolio]  Work accounts by a client and portfolio.

[Time Zone]  Work Accounts by Time Zone.  If the collector clicks on the Time Zone List button he will see a breakdown of the time zones in the United states.

If the collector checks of the box marked 'Show all accounts in the system' he will get the entire list of accounts for that query regardless of assignment.  You must inform your collectors not to check the box unless instructed to do so because they may not get credit for payments received on those accounts.

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Index:  Clicking this button will bring up all accounts that are assigned to the collector regardless of status.  When Collections MAX Collector starts it loads the Index first.

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Good Numbers:  Clicking this button will bring up all the accounts assigned that the collector has designated as having "good numbers".  This is an easy way to separate out accounts that need skip work done and accounts that have been confirmed to have a good number.  A collector can make an account a good number by clicking the Make good Number button at the right side bottom of the screen.  He can remove a good number the same way.

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NewBiz:  New accounts that are imported into the system that have a status of NEWBIZ and are assigned to the collector will be displayed when the user clicks this button.  The collector can then change the status of the account to reflect that it has been worked (like placing it in ACTIVE status) or you can allow automation to do it for you.

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Skips:  Clicking this button will bring up all the accounts  assigned that the collector has designated as being a "skip" or an account that does not have current contact information and must be skiptraced.  A collector can make an account a skip by clicking the Make Skip button at the right side bottom of the screen.  He can remove the skip the same way.

UPDATING ACCOUNT INFORMATION

On the main and custom screen, account information is updated by clicking the label next to the text box.

White labels can be modified directly while blue labels require a supervisor password.  Supervisor passwords are managed in Collections MAX Administrator under Utilities / High Level Passwords.

Other screens may require you to click the Edit Screen button.  This will bring up a separate window to edit account information.  Edit the account information and click OK.

CUSTOM SCREEN

The custom screen is accessed from the main screen by the tab on the upper top left of the screen below the top buttons.  This screen is designed to capture or show information that is customized for your agency.  On the main screen you will see a blue arrow when information is found in the custom screen.  If you click the blue arrow, the custom screen will be displayed. 

All custom fields for the custom screen is managed in Collections MAX Administrator under Utilities /  Custom Collector Screen

To edit info for a field in the custom screen, click on the label next to the textbox.

A white label can be directly edited while a blue label requires a supervisor or administrator password for modification.

BROWSER

Collections MAX Collector contains a built in browser.  This browser is suitable for obtaining online credit reports, skip tracing debtors and online email correspondence. 

To access the browser click the browser tab located at the top left of the collector screen.

The browser behaves the same way as an ordinary browser with some exceptions.  Collectors need to select pre-defined sites from the Sites button.  By selecting a site and clicking OK the collector can navigate to a pre-determined website.  To manage these websites you need to log into Collections MAX Administrator  click Utilities /  Websites. 

The Debtor Info button shows a popup screen of current debtor information for an easy way to retrieve info for searches and online credit reporting.

The Switch View button will bring the collector back to the main screen.

NOTIFICATION WINDOW

The notification window is the gray box on the right side in Collections MAX Collector.

[view box]

This box will display ( depending on account data)

·      Credit Score

·      Multiple Accounts with account numbers and balances

·      Multiple balance totals

·      Duplicate account notification

·      Last Letter Sent

PAYMENT LOG BUTTON

The payment log button gives collectors access to current payment history from debtors.  The collector may receive an NSF notification on startup that alerts the collector that a payment has been reversed.  The collector can then check to see which payment has been reversed, pull up the account and try to recover the funds.  The payment log button looks like this

MEDIA FILE

The media file button is the yellow M button on the right side of the collector screen.  This popup will give a collector the basic breakdown of the account.

TELEPHONE DIALER

Most telephone fields have a phone button at the end of it.  Pressing the phone button will activate the Windows phone dialer software and pass the current number to the dialer.  Phone dialer requires an analog phone line, and voice modem with speaker output.