Collections MAX Administrator
DescriptionSoftware used by Administrators and Managers. The control panel of the Collections MAX system.
LimitationsIntegrated payment processing requires a compatible partner merchant account.
Operating system capabilityWindows 7, 8.1, 10, 11 and Windows Server 2008 R2 - 2019.
Type of Program (Web based or Computer Program)Computer Program (.exe)
Process post dated credit card and ACH payments with a compatible merchant account from one of our partners (or use our new Payment Runner system).
Post payments into the system using our Auto post feature and automatically update the balances on the debtor's accounts.
Send emails and schedule letters to the debtor from the payments screen.
Fees system keeps track of fees and there is an option not to split fees with the client.
Import Payments.
Credit Reporting Metro 2 capable (requires Data Linx LLC subscription).
Export checks and credit cards to a csv file for batch processing via the Usa-EPAY gateway .
Military grade AES encryption protects sensitive payment data at rest and in transit. The software uses TLS 1.2 encryption for processing credit cards.
Mark payments as on Hold, Pending and Declined.
Calculate accrued interest from chargeoff date at import.
Export Checks to EZ Check Printing and Versa Check Platinum
Create an unlimited number of status names for your accounts.
Built in routing number database and API for check data.
National Change of Address (NCOA) capable.
Automation system lets you make rules to automate your accounts based on days and status.
Export account and payment data to Excel.
Calculate interest on accounts daily, weekly or monthly.
View and adjust all collectors credits for payments received.
Schedule and Print Letters one at a time or in a batch.
Built in Mail Merge for letter templates. Works without Microsoft Word except to setup letter templates.
Built in system to create email templates for debtor correspondence, payment receipts, and attachments.
DOCX. to .PDF converter for converting Microsoft Word documents on machines that do not have Microsoft Word installed.
Option to not schedule demand letters on debtor accounts if an email has already been sent.
Assign Work screen lets you assign work to your collectors.
Dupes scanner system makes sure that accounts that are tied together are assigned to the same collector.
Batch import all of your debtor accounts via CSV files. Convert your Excel files to CSV and import them into the software instead of typing them.
Manual account entry system allows you to enter accounts one at at time instead of in a batch.
Match and Tie system automatically links accounts together from the same debtor.
35 + reports.
Create custom reports with our Ad-hoc report system.
Reports can be exported to pdf, excel, png, jpeg, gif, plain text formats and more.
Reports can be batch emailed directly to your clients.
7 charts and graphs.
Backup and restore database system with optional encryption.
Permissions system for both collectors and managers. For collectors you can change how payments are credited, setup email access, enable or disable access to take and view payments and restrict searches to all accounts or only accounts that are assigned for Collections MAX Professional. For managers you can restrict what they can see and do inside Collections MAX Administrator.
Status based automation system (when used in conjunction with Collections MAX Scheduler) can be setup to automatically do the following when an account is in a status for x number of days….change the account to a different status, schedule a letter, reassign the account, change the APR, change the contingency rate, add a fee, zero the remaining balance, and stop calculating interest.
Two types of dashboards. One for the root user and one for your managers.
Automatic Updates makes sure that you are always using the latest version of the software.
Tmax and TCN dialer integrations.
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Collector / Pro

Collections MAX CollectorCollections MAX Professional
DescriptionSoftware used by debt collectors to work accounts.Software used by debt collectors to work accounts.
CostFREE$179.95 Per computer. One time fee. No monthly fees.
Limitations1000 system accounts.
5 collectors.
200 Accounts per collector.
10 minute sessions.
Integrated payment processing requires a compatible partner merchant account.
Integrated payment processing requires a compatible partner merchant account.
Operating system compatibiltyWindows 7, 8.1, 10, and 11 only.Windows 7, 8.1, 10, and 11 only.
Type of Program (Web based or Computer Program)Computer Program (.exe)Computer Program (.exe)
Easily search through your database to bring up debtors when they call in. You can search by phone number, file number, account number, custom fields, first name, full name, last name, email address, social security number, or an ALL search that searches all database fields.
Searches can be restricted to just the accounts that are assigned to the collector.
Easy one click of any white field to change account information. Blue fields require supervisor access to change.
Buttons will turn yellow on screen when there is information behind them giving the collector a “snapshot” to see which information is available without needing them to search the screen for information.
Easy to use next and back buttons for collectors to scroll through accounts.
Accounts can either be worked in order (last work date) or can be cherry picked using our Inventory Viewer.
Collector notes from any debtor can easily be exported to Pdf, Excel...etc.
Point and Click simplicity
Integrated BIN API to lookup bin information on credit cards to detect DEBIT, CREDIT, PREPAID credit cards and issuer names!
Collectors can put accounts into virtual ques and work them.
Powerful workby system allows collectors to work accounts by status, balance, client, client and portfolio, credit score, state, time zone, and work date.
60 custom fields in the custom tabs allow you to add references, alternate phone numbers, bank account information….etc
Integrated web browser allows the collector to pull up account information easily for skip tracing on other websites.
Software can be used with our Screen Pop Web Service for dialer screen pops
Alert system lets a collector or a manager tag an alert on the account that will flash before an account is shown.
Setting allows an Administrator to restrict the software to only show the last 4 digits of the debtor’s social security number and prevent changes to debtor names..
Time zone alert system will prompt collector not to call account if the address on the account is outside the time zone rules.
Status system can change colors for different status names allowing collectors an easy identification method for accounts.
Unlimited notes can be created by the collector. There is also a fast select feature for the most used notations.
Integrated click to dial system allows you to connect this software with basically ANY soft-phone that uses URI's or SKYPE.
Built in shuffle system automatically rotates accounts from the last worked date so your collectors will always be working the oldest accounts first.
Send emails and attachments with automatically populated account data using pre-made email templates.
Collectors can schedule letters to be printed by an Administrator.
Take both checks and credit card payments. With one of our partner merchant providers you can process credit cards directly on screen and read back a confirmation number to the debtor.
Take both one time and post dated payments.
Military grade AES encryption protects sensitive payment data at rest and in transit. The software uses TLS 1.2 encryption for processing credit cards.
Software can verify routing numbers for checks in real time via API and populate banking data for collectors.
Promises system keeps track of debtors who promise to send in payments
Callbacks system will automatically popup a callback notification when a callback is due. A collector can set their own callback reminders.
As collectors work their accounts they can place the accounts in sub status’s like Good Numbers or Skips. This allows them to easily retrieve these accounts with a single click.
Dupes system shows multiple debts from the same debtor on screen and tallies the final amount.
Collectors can easily remove any wrong numbers system wide using a single interface.
Summary button shows collectors their account summary with both current month and current year totals.
Document Imaging system allows you to link documents directly to any account.
Inventory viewer allows collectors to view account inventory as a list.
Hot list system keeps track of debtors who are willing to pay.
Automatic Updates makes sure that you are always using the latest version of the software.
Address and Phone logs keep track of past and present debtor information on each account.
Skip Info system allows you to paste skiptrace information directly on any account.
NSF alert system instantly alerts your collectors to debtors that have bounced payments for fast recovery of funds.
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Payment Portal

Collections MAX Payment Portal
DescriptionWeb based software that receives check and credit card payments from your debtots online.
Cost$75 per month
LimitationsDatabase hosting is required. In office / home servers are prohibited.
Operating system capabilityAll
Settings software requires Windows 7 and above.
Type of Program (Web based or Computer Program)Web based
Settings software is Windows 7 and above.
Debtors can log into their account online using their file number and account number.
Responsive design allows debtors to use any device to make payments such as cellphones, tablets and desktop computers.
We can put this portal on a subdomain of your domain (payments.yourdomain.com) Or you can use our collectionsmaxcloud.com domain for your subdomain (yourbusiness.collectionsmaxcloud.com)
Ability to Disable taking check or credit card payments.
Capture system for checks and credit cards allows you to capture payments for later processing on ANY system.
Process credit cards directly to the USA EPAY gateway.
Process credit cards directly to the AUTHORIZE.NET gateway.
Process credit cards directly to the NMI gateway.
Process credit cards directly to the USIO gateway. Supports both credit cand pinless debit.
Process echecks directly using the Decca Payments Echeck system.
This system comes with Windows based software that allows you to change your settings with your company name, email address, phone number and select your payment modes.
After a mode is selected you can enter your API keys (like the Vterm source key and pin for Usa Epay.)
This portal will also notate the account and update the phone numbers and email addresses. Option to change the status of the account when a payment is made.
Portal will send receipts to the debtor and notification of the payment to the agency via email.
FREE SSL certificate
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Payment Runner

Collections MAX Payment Runner
DescriptionAutomated credit card processor.
Cost$85 / month per database or FREE with Decca Payments merchant account.
Operating system capabilityWindows 7, 8.1, 10, 11 and Windows Server 2008 R2 - 2019.
Type of Program (Web based or Computer Program)Computer Program (.exe)
Processes both Debit and Credit cards automatically and can be manually launched at anytime.
Compatible with USA Epay, NMI and Authorize.NET payment gateways.
Handles DECLINED payments and allows you to set the number of retried before marking the payment as REVERSED.
Direct integration with Windows Task Scheduler allows you to program the software to run autonomously two times a day. Capability to run the software manually as many times as needed.
Detects expired credit cards and informs both you and emails the debtor.
Emails you a detailed report showing both approved and declined transactions.
Decrypts and processes payments directly from the encrypted Collections MAX database.
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Update Utility

Collections MAX Update Utility and System Tools
DescriptionSoftware used by Administrators to update accounts by batch that are already in the system. Also contains useful system tools.
Cost$379.95 per computer. One Time fee. No monthly fees.
Operating system compatibilityWindows 7, 8.1, 10, and 11 only.
Type of Program (Web based or Computer Program)Computer Program (.exe)
Process a batch append return file from virtually ANY third party data broker (skip trace provider) and batch update all the new data (phone numbers, addresses, POE...etc) automatically!
Batch import pdf, Microsoft Word, data, and text files and attach them to the documents and skip info section of Collections MAX Professional. This can be anything from credit reports, media, previous notes, etc.
Process a return file from your clients to automatically recall accounts and place them into any selected status.
Easy one click export for TLO and Microbilt.
Close out debtor accounts in states you are not licensed in using our State Licensing Tool.
Close out illegal payday loans in states that have outlawed them using our State Licensing Tool.
Reset accounts just like they was originally imported by clearing notes and other settings with our Notes Washer Utility.
Fix addresses before exporting them with an Address utility in the new Export Utility screen.
Automatic Updates makes sure that you are always using the latest version of the software.
Export data from the Collections MAX database to an Excel spreadsheet or CSV WITHOUT needing Microsoft Office installed. You can select the custom field names to be included or not in your export and even export masked files! New options include fixing addresses that have “Returned Mail” or “Cannot locate Debtor” in the address by automatically reverting to the initial address log address. There are many more export options here than what is available in Collections MAX Administrator.
Correct any import mistakes without needing to delete and re-import portfolios which could result in the loss of collector notes and payment data
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Collections MAX