Description
Collections MAX Client Access
Give every creditor a 24/7 window into their portfolio, under your brand and on your rules.
A secure web portal where your clients see their payments, accounts, liquidation and placements live from your Collections MAX database. They can also send you new business. There’s nothing to export, nothing to sync, and no more “how is my portfolio doing?” phone calls.
- Live Collections MAX data
- Your agency’s name & logo
- Two-factor authentication
- 34 per-client feature switches
- Phone, tablet & desktop
Why agencies add Client Access
Your clients judge you on numbers. Show them the numbers.
Creditors place accounts with the agency that keeps them informed. When a client can open a dashboard and see this month’s collections and the work being done on every file, the questions stop and the placements keep coming.
Fewer status calls
Clients look up balances, payments, notes and letters themselves, at any hour, without tying up your collectors or office staff.
Win and keep placements
Liquidation curves and activity reports show creditors exactly what you are doing for them. That’s your best sales tool when the next portfolio goes out.
Clean new business
Clients upload new accounts through a guided wizard. Every row is checked, and nothing goes into Collections MAX until your staff approve it.
The client dashboard
Every payment, every period, at a glance.
The first screen your client sees answers the question they would otherwise call you about.
- Today, week, month, quarter and year to date, each compared with the previous period
- Posted, pending, processed and NSF totals, paying accounts and average payment
- Promises to pay: kept, pending and broken
- Portfolio health: placed, outstanding, collected and liquidation %
- Payments table and charts with sorting, filters and export
- Portfolio filter on every screen
15 interactive charts. Each one can show its data as a table or be downloaded as an image.
Reports & analytics
The performance reports creditors actually ask for.
There are 15 reports, all built on one set of calculations, so the figures on the dashboard always match the report behind them.
Liquidation by Portfolio: placed, outstanding, collected, liquidation % and activation % for each portfolio
Liquidation Curve (Vintage): how each placement is tracking, month by month since it was placed
Payment reports
Funds Collected, Funds Pending and Insufficient Funds, grouped by portfolio with subtotals and a grand total.
Remittance summary
Gross collected, estimated agency fee and estimated net to the client, month by month. You choose which clients see it.
Proof of work
Account Activity shows accounts worked, notes, letters, emails and promises, so creditors can see their files being worked.
Portfolio insight
Aging of Placements, Accounts by Status and the Placement Summary show where the money still to collect sits.
Daily activity
Every day in the range, with posted, pending and reversed amounts and a running total.
And more
Promises to Pay, Letters Sent, Emails Sent, Top Balances and Top Payers.
- Compare to previous period
- Date presets & custom ranges
- Export to CSV
- Print / save as PDF
- Saved report views
- Optional monthly statement email
Accounts
Every account, the whole story, one click away.
- Accounts list with portfolio, status and text filters, sortable columns and export
- Quick search by name, account number or file number as the client types
- Account details: balances, fees, debtor contact and a merged timeline of notes, payments, letters, promises and emails
- Client notes appear in Collections MAX and Remote Collector just like your own
- Report a direct payment sends the details to you as a note. Your staff post the payment
- Watch-list: clients star the accounts they care about
The accounts list, filtered by portfolio and status
Online placements
New business arrives clean, checked and ready to work.
Clients stop emailing spreadsheets. They upload new accounts, the portal checks every row, and your staff approve the batch into Collections MAX, formatted exactly as the Collections MAX importer would format it.
Upload
The client uploads a CSV using your template or their own layout. Very large files are sent in pieces and resume if the connection drops.
Map & check
Columns are matched automatically. Names, balances, dates, SSNs, phones and states are checked, and duplicates are flagged.
Submit
The client sees exactly which rows will be placed, suggests a portfolio name and submits. You are emailed straight away.
You approve
Your staff choose the portfolio and status, include or skip rows, and approve. File numbers are assigned and the client is emailed.
Nothing goes in unreviewed
Uploads wait in the portal’s staging area until your staff approve them. A batch can only be placed for the client who uploaded it, and never twice.
Built like the importer
File numbers, status, date formats, address history and Match & Tie all follow the rules of the Collections MAX importer.
Your fields, your way
Add your own Collections MAX custom fields to the template, or upload a file for a client yourself.
The agency control panel
You decide exactly what each client sees.
There are 34 features, and each one can be switched on or off for each client. A change takes effect on that client’s very next click.
Per-client switches
Show remittance to one client and hide it from another. Allow SSN search or uploads only for the clients you trust.
View as client
When a client calls, open the portal exactly as they see it, read-only, and walk them through it.
White-labelled
Your agency name, logo, colour and phone appear on every page and every email your clients receive.
Placement review queue
Every pending batch in one list, with row detail, duplicate flags, approve, reject with a note, and retry.
Documents both ways
Clients send you files with a message, and you send files back. Every exchange comes with receipts and email alerts.
Complete audit trail
Logins, password and 2FA changes, notes, uploads and admin actions are all recorded and searchable.
Security
Built to protect debtor data from day one.
One client can never see another client’s information, whatever they try.
- Strict client isolation on every page, report, export and chart
- Two-factor authentication with Google Authenticator, Microsoft Authenticator or Authy. It can be off, optional or required per client
- Recovery codes, the option to trust a browser for 30 days, and admin reset
- Lockout and bot protection on every sign-in
- Full SSNs and card or bank details are never shown
- HTTPS only, with automatic session timeouts
34
features you control per client
15
reports, exportable and printable
15
interactive charts
2FA
for every client and for your staff
Made for Collections MAX
Plugs into the system you already run.
Live data
A payment you post is on your client’s dashboard on their next page load.
Existing logins
Clients sign in with the credentials you already set up in the Collections MAX Administrator.
No database changes
The portal keeps its own settings separately and never alters your Collections MAX tables.
Requirement: Client Access reads your live Collections MAX database, so your database must be hosted online. Not hosted yet? See Database Hosting.
The complete list
Everything included
For your clients
- Dashboard with five payment periods
- Comparison with the previous period everywhere
- Accounts list & quick search
- Search by name, account #, file # or SSN*
- Account details & merged timeline
- Add notes & report direct payments
- Client notes page & watch-list
- Statistics one-page summary
- Light, dark & system themes
- Works on phones and tablets
Reports, charts & uploads
- 15 reports incl. liquidation & vintage
- 15 charts with data view & download
- Estimated remittance*
- CSV export & print-ready layouts
- Saved report views
- Monthly statement email*
- Placement upload wizard*
- Row checks & duplicate detection
- No file-size limit; uploads resume
- Secure document exchange
For your agency
- 34 per-client feature switches
- Placement review & approval
- Upload placements for a client
- Custom fields on the template
- Enable/disable access, reset passwords
- 2FA modes, reset & device revoke
- View as client (read-only)
- Branding, announcements & messages
- Email alerts per event
- Audit log & health dashboard
* Switched on per client by your agency.
Questions
Frequently asked questions
What do I need to use Client Access?
You need Collections MAX with your database hosted online. Client Access reads the client records, portfolios, payments, promises, notes and letters you already have. If your database isn’t online yet, our Database Hosting service covers it.
Will my clients need new usernames and passwords?
No. Clients sign in with the client credentials you already manage in the Collections MAX Administrator. You can also require two-factor authentication for any client.
Can one client ever see another client’s accounts?
No. Every screen, report, export and chart is limited to the client who is signed in, and uploaded accounts can only be placed for the client who uploaded them.
Do client uploads go straight into my database?
Never. Uploaded accounts wait in the portal until your staff review the batch, choose the portfolio and approve it. You can skip individual rows or reject the batch with a note that is emailed to the client.
Can I show different things to different clients?
Yes. Each of the 34 features can be switched on or off per client, including reports, SSN search, debtor contact details, uploads and remittance. Changes take effect immediately.
Will my clients see the Collections MAX name?
No. The portal and every email it sends carry your agency’s name, logo and colours.
Does it work on phones and tablets?
Yes. Every page works on phones, tablets and desktops, in light or dark mode.
How is it installed?
Client Access is hosted on our cloud servers and connects to your Collections MAX database. We set it all up for you.
Give your clients the portal they’ll brag about.
Live numbers, real reports and online placements, all under your agency’s name.