Features

Administrator

 Collections MAX Administrator
DescriptionSoftware used by Administrators and Managers. The control panel of the Collections MAX system.
CostFREE
LimitationsIntegrated payment processing requires a compatible partner merchant account.
Operating system capabilityWindows 7, 8.1, 10 and Windows Server 2008 R2 - 2016.
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.
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.
Victory payments integration for check verification and ACH processing.
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.
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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Client Access

 Collections MAX Client Access
DescriptionWeb based portal for your clients to access their accounts.
Cost$295 per year.
LimitationsNone. Installation is included on Windows 7, 8.1 and 10 and Windows Server versions 2008 R2 - 2016. Static ip address for internet connection recommended.
Operating system compatibilityWindows 7, 8.1, 10 and Windows Server 2008 R2 - 2016.
Type of Program (Web based or Computer Program)Web based
Clients can easily view up-to-the-second account information from current placements. They can view collector notes and there is even an option for them to notate the log on the account!
Clients can drill down reports directly on screen. Then they can print or export the reports to Microsoft Word or Excel.
Our Stats page gives clients up to date financial information about their accounts.
Our charts page gives historic and forecasting ability to your clients so they can easily track progress on their accounts and forecast pending payments and promises.
Clients can log in with any desktop web browser.
Clients can only see their accounts....they cannot see your other client's accounts.
This will allow ALL of your clients to access their accounts that are in Collections MAX!
Clients can upload placement files to the server.
Free installation is included (Windows only).
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Collector / Professional

 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, and 10 only.Windows 7, 8.1, and 10 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
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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Scheduler

 Collections MAX Scheduler
DescriptionSoftware that resides on the same machine as the database (server) that automates functions in the system.
CostFREE
LimitationsNONE
Operating system capabilityWindows 7, 8.1, 10 and Windows Server 2008 R2 - 2016.
Type of Program (Web based or Computer Program)Computer Program (.exe)
Runs all of your automation rules that are setup in Collections MAX Administrator.
Mark broken promises. Schedule broken promises letters if needed.
Can clear up the callback que and delete old callbacks to keep it running smoothly.
Calculate interest on accounts daily, weekly or monthly depending on the settings made in Collections MAX Administrator.
Schedule payment reminder letters x number of days before a post dated payment is due.
Backup the database with or without encryption.
Notify you via email after it has ran and will report any errors if any are found.
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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.
LimitationsNONE
Operating system compatibilityWindows 7, 8.1, and 10 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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