{"id":21958,"date":"2026-10-29T18:45:23","date_gmt":"2026-10-29T22:45:23","guid":{"rendered":"https:\/\/www.collectionsmax.com\/?post_type=product&#038;p=21958"},"modified":"2026-10-29T19:44:44","modified_gmt":"2026-10-29T23:44:44","slug":"collections-max-client-access-module","status":"publish","type":"product","link":"https:\/\/www.collectionsmax.com\/index.php\/product\/collections-max-client-access-module","title":{"rendered":"Collections MAX Client Access Module"},"content":{"rendered":"<style> .woocommerce-Tabs-panel--description>h2:first-child{display:none} .cmx{--b:#2d88de;--bd:#1b5fa8;--nv:#0f2a4a;--ink:#1f2937;--mu:#5b6675;--ln:#e3e8ef;--sf:#f4f8fc;--gr:#15803d;font-family:\"Open Sans\",\"Segoe UI\",Helvetica,Arial,sans-serif;font-size:15px;line-height:1.65;color:var(--mu);margin:0 0 20px} .cmx *{box-sizing:border-box} .cmx h2,.cmx h3{font-family:inherit;color:var(--ink);clear:none;transition:none;margin:0 0 14px;line-height:1.25;font-weight:700} .cmx 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p{margin:0;font-size:13.5px} .cmx .cm-stat .cm-num{font-size:38px;font-weight:700;color:var(--b);line-height:1.1;margin-bottom:6px} .cmx .cm-note{background:#fff8eb;border:1px solid #f6dfb0;border-left:4px solid #d48806;border-radius:10px;padding:18px 22px;margin:32px auto 0;max-width:820px;text-align:left} .cmx .cm-note p{margin:0;color:#5c4513} .cmx .cm-list h3{font-size:16px;text-transform:uppercase;letter-spacing:1px;color:var(--b);margin-bottom:6px} .cmx .cm-list ul.cm-checks{margin-top:6px} .cmx .cm-list ul.cm-checks li{border-bottom:1px solid var(--ln);padding:9px 0 9px 30px} .cmx .cm-list ul.cm-checks li:before{top:9px} .cmx .cm-foot{font-size:13px;margin:18px 0 0} .cmx details{background:#fff;border:1px solid var(--ln);border-radius:10px;padding:0;margin:0 0 10px;text-align:left} .cmx summary{cursor:pointer;list-style:none;font-weight:700;color:var(--ink);font-size:16px;padding:18px 52px 18px 22px;position:relative} .cmx summary::-webkit-details-marker{display:none} .cmx summary:after{content:\"\\f067\";font-family:FontAwesome;position:absolute;right:22px;top:19px;color:var(--b);font-size:14px} .cmx details[open] summary:after{content:\"\\f068\"} .cmx details p{margin:0;padding:0 22px 20px} .cmx .cm-cta{background:linear-gradient(135deg,#1b5fa8 0%,#2d88de 100%);border-radius:14px;text-align:center;padding:56px 24px} .cmx .cm-cta h2{color:#fff} .cmx .cm-cta p{color:#e3effb} .cmx .cm-price{font-size:15px;margin:16px 0 0} .cmx .cm-gap{height:28px} @media (max-width:900px){.cmx .cm-g3,.cmx .cm-g4{grid-template-columns:repeat(2,1fr)}.cmx .cm-row{grid-template-columns:1fr;gap:28px}.cmx .cm-row.cm-flip>div:first-child{order:0}.cmx .cm-hero h2{font-size:32px}.cmx h2{font-size:26px}} @media (max-width:600px){.cmx .cm-g2,.cmx .cm-g3,.cmx .cm-g4{grid-template-columns:1fr}.cmx .cm-sec{padding:44px 0}.cmx .cm-hero{padding:44px 18px 120px}.cmx .cm-frame{margin-top:-100px}.cmx .cm-hero h2{font-size:27px}} <\/style>\n<div class=\"cmx\">\n<div class=\"cm-hero\">\n<p class=\"cm-eyebrow\">Collections MAX Client Access<\/p>\n<h2>Give every creditor a 24\/7 window into their portfolio, under your brand and on your rules.<\/h2>\n<p class=\"cm-lead\">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&#8217;s nothing to export, nothing to sync, and no more &#8220;how is my portfolio doing?&#8221; phone calls.<\/p>\n<p class=\"cm-actions\"><a class=\"cm-btn cm-btn-w\" href=\"?add-to-cart=21958\"><i class=\"fa fa-shopping-cart\"><\/i>&nbsp; Add to cart<\/a><a class=\"cm-btn cm-btn-o\" href=\"#cm-tour\">Take the tour<\/a><\/p>\n<\/div>\n<div class=\"cm-frame\">\n<div class=\"cm-bar\"><\/div>\n<p class=\"cm-img\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/collectionsmax.b-cdn.net\/wp-content\/uploads\/2026\/10\/dashboard-1536x1024.png\" srcset=\"https:\/\/collectionsmax.b-cdn.net\/wp-content\/uploads\/2026\/10\/dashboard-1024x683.png 1024w, https:\/\/collectionsmax.b-cdn.net\/wp-content\/uploads\/2026\/10\/dashboard-1536x1024.png 1536w, https:\/\/collectionsmax.b-cdn.net\/wp-content\/uploads\/2026\/10\/dashboard-2048x1365.png 2048w\" sizes=\"(max-width: 1000px) 100vw, 980px\" width=\"1536\" height=\"1024\" alt=\"Client Access dashboard showing payments for today, this week, this month, this quarter and year to date\"><\/p>\n<\/div>\n<ul class=\"cm-chips\">\n<li>Live Collections MAX data<\/li>\n<li>Your agency&#8217;s name &amp; logo<\/li>\n<li>Two-factor authentication<\/li>\n<li>34 per-client feature switches<\/li>\n<li>Phone, tablet &amp; desktop<\/li>\n<\/ul>\n<div class=\"cm-sec\">\n<div class=\"cm-in cm-center\">\n<p class=\"cm-eyebrow\">Why agencies add Client Access<\/p>\n<h2>Your clients judge you on numbers. Show them the numbers.<\/h2>\n<p class=\"cm-lead cm-narrow\">Creditors place accounts with the agency that keeps them informed. When a client can open a dashboard and see this month&#8217;s collections and the work being done on every file, the questions stop and the placements keep coming.<\/p>\n<div class=\"cm-grid cm-g3\">\n<div class=\"cm-card\">\n<p class=\"cm-ico\"><i class=\"fa fa-phone\"><\/i><\/p>\n<h3>Fewer status calls<\/h3>\n<p>Clients look up balances, payments, notes and letters themselves, at any hour, without tying up your collectors or office staff.<\/p>\n<\/div>\n<div class=\"cm-card\">\n<p class=\"cm-ico\"><i class=\"fa fa-line-chart\"><\/i><\/p>\n<h3>Win and keep placements<\/h3>\n<p>Liquidation curves and activity reports show creditors exactly what you are doing for them. That&#8217;s your best sales tool when the next portfolio goes out.<\/p>\n<\/div>\n<div class=\"cm-card\">\n<p class=\"cm-ico\"><i class=\"fa fa-cloud-upload\"><\/i><\/p>\n<h3>Clean new business<\/h3>\n<p>Clients upload new accounts through a guided wizard. Every row is checked, and nothing goes into Collections MAX until your staff approve it.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"cm-sec cm-soft\" id=\"cm-tour\">\n<div class=\"cm-in\">\n<div class=\"cm-row\">\n<div>\n<p class=\"cm-eyebrow\">The client dashboard<\/p>\n<h2>Every payment, every period, at a glance.<\/h2>\n<p>The first screen your client sees answers the question they would otherwise call you about.<\/p>\n<ul class=\"cm-checks\">\n<li><strong>Today, week, month, quarter and year to date<\/strong>, each compared with the previous period<\/li>\n<li><strong>Posted, pending, processed and NSF<\/strong> totals, paying accounts and average payment<\/li>\n<li><strong>Promises to pay<\/strong>: kept, pending and broken<\/li>\n<li><strong>Portfolio health<\/strong>: placed, outstanding, collected and liquidation %<\/li>\n<li><strong>Payments table and charts<\/strong> with sorting, filters and export<\/li>\n<li><strong>Portfolio filter<\/strong> on every screen<\/li>\n<\/ul>\n<\/div>\n<div>\n<p class=\"cm-shot\"><a href=\"https:\/\/collectionsmax.b-cdn.net\/wp-content\/uploads\/2026\/10\/charts-2048x1365.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/collectionsmax.b-cdn.net\/wp-content\/uploads\/2026\/10\/charts-1024x683.png\" width=\"1024\" height=\"683\" loading=\"lazy\" alt=\"Client Access charts page\"><\/a><\/p>\n<p class=\"cm-cap\">15 interactive charts. Each one can show its data as a table or be downloaded as an image.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"cm-sec\">\n<div class=\"cm-in\">\n<div class=\"cm-center\">\n<p class=\"cm-eyebrow\">Reports &amp; analytics<\/p>\n<h2>The performance reports creditors actually ask for.<\/h2>\n<p class=\"cm-lead cm-narrow\">There are 15 reports, all built on one set of calculations, so the figures on the dashboard always match the report behind them.<\/p>\n<\/div>\n<div class=\"cm-grid cm-g2\">\n<div>\n<p class=\"cm-shot\"><a href=\"https:\/\/collectionsmax.b-cdn.net\/wp-content\/uploads\/2026\/10\/liquidation-by-portfolio-2048x1365.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/collectionsmax.b-cdn.net\/wp-content\/uploads\/2026\/10\/liquidation-by-portfolio-1024x683.png\" width=\"1024\" height=\"683\" loading=\"lazy\" alt=\"Liquidation by Portfolio report\"><\/a><\/p>\n<p class=\"cm-cap\"><strong>Liquidation by Portfolio<\/strong>: placed, outstanding, collected, liquidation % and activation % for each portfolio<\/p>\n<\/div>\n<div>\n<p class=\"cm-shot\"><a href=\"https:\/\/collectionsmax.b-cdn.net\/wp-content\/uploads\/2026\/10\/liquidation-curve-vintage-2048x1365.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/collectionsmax.b-cdn.net\/wp-content\/uploads\/2026\/10\/liquidation-curve-vintage-1024x683.png\" width=\"1024\" height=\"683\" loading=\"lazy\" alt=\"Liquidation Curve (Vintage) report\"><\/a><\/p>\n<p class=\"cm-cap\"><strong>Liquidation Curve (Vintage)<\/strong>: how each placement is tracking, month by month since it was placed<\/p>\n<\/div>\n<\/div>\n<div class=\"cm-grid cm-g3\">\n<div class=\"cm-card\">\n<h3>Payment reports<\/h3>\n<p>Funds Collected, Funds Pending and Insufficient Funds, grouped by portfolio with subtotals and a grand total.<\/p>\n<\/div>\n<div class=\"cm-card\">\n<h3>Remittance summary<\/h3>\n<p>Gross collected, estimated agency fee and estimated net to the client, month by month. You choose which clients see it.<\/p>\n<\/div>\n<div class=\"cm-card\">\n<h3>Proof of work<\/h3>\n<p>Account Activity shows accounts worked, notes, letters, emails and promises, so creditors can see their files being worked.<\/p>\n<\/div>\n<div class=\"cm-card\">\n<h3>Portfolio insight<\/h3>\n<p>Aging of Placements, Accounts by Status and the Placement Summary show where the money still to collect sits.<\/p>\n<\/div>\n<div class=\"cm-card\">\n<h3>Daily activity<\/h3>\n<p>Every day in the range, with posted, pending and reversed amounts and a running total.<\/p>\n<\/div>\n<div class=\"cm-card\">\n<h3>And more<\/h3>\n<p>Promises to Pay, Letters Sent, Emails Sent, Top Balances and Top Payers.<\/p>\n<\/div>\n<\/div>\n<ul class=\"cm-pills\">\n<li>Compare to previous period<\/li>\n<li>Date presets &amp; custom ranges<\/li>\n<li>Export to CSV<\/li>\n<li>Print \/ save as PDF<\/li>\n<li>Saved report views<\/li>\n<li>Optional monthly statement email<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div class=\"cm-sec cm-soft\">\n<div class=\"cm-in\">\n<div class=\"cm-row cm-flip\">\n<div>\n<p class=\"cm-eyebrow\">Accounts<\/p>\n<h2>Every account, the whole story, one click away.<\/h2>\n<ul class=\"cm-checks\">\n<li><strong>Accounts list<\/strong> with portfolio, status and text filters, sortable columns and export<\/li>\n<li><strong>Quick search<\/strong> by name, account number or file number as the client types<\/li>\n<li><strong>Account details<\/strong>: balances, fees, debtor contact and a merged timeline of notes, payments, letters, promises and emails<\/li>\n<li><strong>Client notes<\/strong> appear in Collections MAX and Remote Collector just like your own<\/li>\n<li><strong>Report a direct payment<\/strong> sends the details to you as a note. Your staff post the payment<\/li>\n<li><strong>Watch-list<\/strong>: clients star the accounts they care about<\/li>\n<\/ul>\n<\/div>\n<div>\n<p class=\"cm-shot\"><a href=\"https:\/\/collectionsmax.b-cdn.net\/wp-content\/uploads\/2026\/10\/accounts-2048x1365.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/collectionsmax.b-cdn.net\/wp-content\/uploads\/2026\/10\/accounts-1024x683.png\" width=\"1024\" height=\"683\" loading=\"lazy\" alt=\"Client Access accounts list\"><\/a><\/p>\n<p class=\"cm-cap\">The accounts list, filtered by portfolio and status<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"cm-sec\">\n<div class=\"cm-in\">\n<div class=\"cm-center\">\n<p class=\"cm-eyebrow\">Online placements<\/p>\n<h2>New business arrives clean, checked and ready to work.<\/h2>\n<p class=\"cm-lead cm-narrow\">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.<\/p>\n<\/div>\n<div class=\"cm-grid cm-g4 cm-steps\">\n<div class=\"cm-card cm-step\">\n<h3>Upload<\/h3>\n<p>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.<\/p>\n<\/div>\n<div class=\"cm-card cm-step\">\n<h3>Map &amp; check<\/h3>\n<p>Columns are matched automatically. Names, balances, dates, SSNs, phones and states are checked, and duplicates are flagged.<\/p>\n<\/div>\n<div class=\"cm-card cm-step\">\n<h3>Submit<\/h3>\n<p>The client sees exactly which rows will be placed, suggests a portfolio name and submits. You are emailed straight away.<\/p>\n<\/div>\n<div class=\"cm-card cm-step\">\n<h3>You approve<\/h3>\n<p>Your staff choose the portfolio and status, include or skip rows, and approve. File numbers are assigned and the client is emailed.<\/p>\n<\/div>\n<\/div>\n<div class=\"cm-grid cm-g3\">\n<div class=\"cm-card\">\n<p class=\"cm-ico\"><i class=\"fa fa-shield\"><\/i><\/p>\n<h3>Nothing goes in unreviewed<\/h3>\n<p>Uploads wait in the portal&#8217;s staging area until your staff approve them. A batch can only be placed for the client who uploaded it, and never twice.<\/p>\n<\/div>\n<div class=\"cm-card\">\n<p class=\"cm-ico\"><i class=\"fa fa-database\"><\/i><\/p>\n<h3>Built like the importer<\/h3>\n<p>File numbers, status, date formats, address history and Match &amp; Tie all follow the rules of the Collections MAX importer.<\/p>\n<\/div>\n<div class=\"cm-card\">\n<p class=\"cm-ico\"><i class=\"fa fa-sliders\"><\/i><\/p>\n<h3>Your fields, your way<\/h3>\n<p>Add your own Collections MAX custom fields to the template, or upload a file for a client yourself.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"cm-sec cm-dark\">\n<div class=\"cm-in\">\n<div class=\"cm-center\">\n<p class=\"cm-eyebrow\">The agency control panel<\/p>\n<h2>You decide exactly what each client sees.<\/h2>\n<p class=\"cm-lead cm-narrow\">There are 34 features, and each one can be switched on or off for each client. A change takes effect on that client&#8217;s very next click.<\/p>\n<\/div>\n<div class=\"cm-grid cm-g3\">\n<div class=\"cm-card\">\n<p class=\"cm-ico\"><i class=\"fa fa-toggle-on\"><\/i><\/p>\n<h3>Per-client switches<\/h3>\n<p>Show remittance to one client and hide it from another. Allow SSN search or uploads only for the clients you trust.<\/p>\n<\/div>\n<div class=\"cm-card\">\n<p class=\"cm-ico\"><i class=\"fa fa-eye\"><\/i><\/p>\n<h3>View as client<\/h3>\n<p>When a client calls, open the portal exactly as they see it, read-only, and walk them through it.<\/p>\n<\/div>\n<div class=\"cm-card\">\n<p class=\"cm-ico\"><i class=\"fa fa-paint-brush\"><\/i><\/p>\n<h3>White-labelled<\/h3>\n<p>Your agency name, logo, colour and phone appear on every page and every email your clients receive.<\/p>\n<\/div>\n<div class=\"cm-card\">\n<p class=\"cm-ico\"><i class=\"fa fa-check-square-o\"><\/i><\/p>\n<h3>Placement review queue<\/h3>\n<p>Every pending batch in one list, with row detail, duplicate flags, approve, reject with a note, and retry.<\/p>\n<\/div>\n<div class=\"cm-card\">\n<p class=\"cm-ico\"><i class=\"fa fa-exchange\"><\/i><\/p>\n<h3>Documents both ways<\/h3>\n<p>Clients send you files with a message, and you send files back. Every exchange comes with receipts and email alerts.<\/p>\n<\/div>\n<div class=\"cm-card\">\n<p class=\"cm-ico\"><i class=\"fa fa-history\"><\/i><\/p>\n<h3>Complete audit trail<\/h3>\n<p>Logins, password and 2FA changes, notes, uploads and admin actions are all recorded and searchable.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"cm-sec\">\n<div class=\"cm-in\">\n<div class=\"cm-row\">\n<div>\n<p class=\"cm-eyebrow\">Security<\/p>\n<h2>Built to protect debtor data from day one.<\/h2>\n<p>One client can never see another client&#8217;s information, whatever they try.<\/p>\n<ul class=\"cm-checks\">\n<li><strong>Strict client isolation<\/strong> on every page, report, export and chart<\/li>\n<li><strong>Two-factor authentication<\/strong> with Google Authenticator, Microsoft Authenticator or Authy. It can be off, optional or required per client<\/li>\n<li><strong>Recovery codes<\/strong>, the option to trust a browser for 30 days, and admin reset<\/li>\n<li><strong>Lockout and bot protection<\/strong> on every sign-in<\/li>\n<li><strong>Full SSNs and card or bank details are never shown<\/strong><\/li>\n<li><strong>HTTPS only<\/strong>, with automatic session timeouts<\/li>\n<\/ul>\n<\/div>\n<div class=\"cm-stats\">\n<div class=\"cm-stat\">\n<p class=\"cm-num\">34<\/p>\n<p>features you control per client<\/p>\n<\/div>\n<div class=\"cm-stat\">\n<p class=\"cm-num\">15<\/p>\n<p>reports, exportable and printable<\/p>\n<\/div>\n<div class=\"cm-stat\">\n<p class=\"cm-num\">15<\/p>\n<p>interactive charts<\/p>\n<\/div>\n<div class=\"cm-stat\">\n<p class=\"cm-num\">2FA<\/p>\n<p>for every client and for your staff<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"cm-sec cm-soft\">\n<div class=\"cm-in cm-center\">\n<p class=\"cm-eyebrow\">Made for Collections MAX<\/p>\n<h2>Plugs into the system you already run.<\/h2>\n<div class=\"cm-grid cm-g4\">\n<div class=\"cm-card\">\n<p class=\"cm-ico\"><i class=\"fa fa-bolt\"><\/i><\/p>\n<h3>Live data<\/h3>\n<p>A payment you post is on your client&#8217;s dashboard on their next page load.<\/p>\n<\/div>\n<div class=\"cm-card\">\n<p class=\"cm-ico\"><i class=\"fa fa-key\"><\/i><\/p>\n<h3>Existing logins<\/h3>\n<p>Clients sign in with the credentials you already set up in the Collections MAX Administrator.<\/p>\n<\/div>\n<div class=\"cm-card\">\n<p class=\"cm-ico\"><i class=\"fa fa-lock\"><\/i><\/p>\n<h3>No database changes<\/h3>\n<p>The portal keeps its own settings separately and never alters your Collections MAX tables.<\/p>\n<\/div>\n<div class=\"cm-card\">\n<p class=\"cm-ico\"><i class=\"fa fa-puzzle-piece\"><\/i><\/p>\n<h3>Works together<\/h3>\n<p>Runs alongside <a href=\"https:\/\/www.collectionsmax.com\/index.php\/product\/collections-max-professional\">Collections MAX<\/a>, <a href=\"https:\/\/www.collectionsmax.com\/index.php\/product\/collections-max-remote-collector\">Remote Collector<\/a> and the <a href=\"https:\/\/www.collectionsmax.com\/index.php\/product\/collections-max-payment-portal\">Payment Portal<\/a>.<\/p>\n<\/div>\n<\/div>\n<div class=\"cm-note\">\n<p><strong><i class=\"fa fa-info-circle\"><\/i>&nbsp; Requirement:<\/strong> Client Access reads your live Collections MAX database, so your database must be hosted online. Not hosted yet? See <a href=\"https:\/\/www.collectionsmax.com\/index.php\/product\/database-hosting\">Database Hosting<\/a>.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"cm-sec\">\n<div class=\"cm-in\">\n<div class=\"cm-center\">\n<p class=\"cm-eyebrow\">The complete list<\/p>\n<h2>Everything included<\/h2>\n<\/div>\n<div class=\"cm-grid cm-g3 cm-list\">\n<div>\n<h3>For your clients<\/h3>\n<ul class=\"cm-checks\">\n<li>Dashboard with five payment periods<\/li>\n<li>Comparison with the previous period everywhere<\/li>\n<li>Accounts list &amp; quick search<\/li>\n<li>Search by name, account #, file # or SSN*<\/li>\n<li>Account details &amp; merged timeline<\/li>\n<li>Add notes &amp; report direct payments<\/li>\n<li>Client notes page &amp; watch-list<\/li>\n<li>Statistics one-page summary<\/li>\n<li>Light, dark &amp; system themes<\/li>\n<li>Works on phones and tablets<\/li>\n<\/ul>\n<\/div>\n<div>\n<h3>Reports, charts &amp; uploads<\/h3>\n<ul class=\"cm-checks\">\n<li>15 reports incl. liquidation &amp; vintage<\/li>\n<li>15 charts with data view &amp; download<\/li>\n<li>Estimated remittance*<\/li>\n<li>CSV export &amp; print-ready layouts<\/li>\n<li>Saved report views<\/li>\n<li>Monthly statement email*<\/li>\n<li>Placement upload wizard*<\/li>\n<li>Row checks &amp; duplicate detection<\/li>\n<li>No file-size limit; uploads resume<\/li>\n<li>Secure document exchange<\/li>\n<\/ul>\n<\/div>\n<div>\n<h3>For your agency<\/h3>\n<ul class=\"cm-checks\">\n<li>34 per-client feature switches<\/li>\n<li>Placement review &amp; approval<\/li>\n<li>Upload placements for a client<\/li>\n<li>Custom fields on the template<\/li>\n<li>Enable\/disable access, reset passwords<\/li>\n<li>2FA modes, reset &amp; device revoke<\/li>\n<li>View as client (read-only)<\/li>\n<li>Branding, announcements &amp; messages<\/li>\n<li>Email alerts per event<\/li>\n<li>Audit log &amp; health dashboard<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<p class=\"cm-foot cm-center\">* Switched on per client by your agency.<\/p>\n<\/div>\n<\/div>\n<div class=\"cm-sec cm-soft\">\n<div class=\"cm-in\" style=\"max-width:860px\">\n<div class=\"cm-center\">\n<p class=\"cm-eyebrow\">Questions<\/p>\n<h2>Frequently asked questions<\/h2>\n<\/div>\n<div class=\"cm-gap\"><\/div>\n<details>\n<summary>What do I need to use Client Access?<\/summary>\n<p>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&#8217;t online yet, our <a href=\"https:\/\/www.collectionsmax.com\/index.php\/product\/database-hosting\">Database Hosting<\/a> service covers it.<\/p>\n<\/details>\n<details>\n<summary>Will my clients need new usernames and passwords?<\/summary>\n<p>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.<\/p>\n<\/details>\n<details>\n<summary>Can one client ever see another client&#8217;s accounts?<\/summary>\n<p>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.<\/p>\n<\/details>\n<details>\n<summary>Do client uploads go straight into my database?<\/summary>\n<p>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.<\/p>\n<\/details>\n<details>\n<summary>Can I show different things to different clients?<\/summary>\n<p>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.<\/p>\n<\/details>\n<details>\n<summary>Will my clients see the Collections MAX name?<\/summary>\n<p>No. The portal and every email it sends carry your agency&#8217;s name, logo and colours.<\/p>\n<\/details>\n<details>\n<summary>Does it work on phones and tablets?<\/summary>\n<p>Yes. Every page works on phones, tablets and desktops, in light or dark mode.<\/p>\n<\/details>\n<details>\n<summary>How is it installed?<\/summary>\n<p>Client Access is hosted on our cloud servers and connects to your Collections MAX database. We set it all up for you.<\/p>\n<\/details>\n<\/div>\n<\/div>\n<div class=\"cm-gap\"><\/div>\n<div class=\"cm-cta\">\n<h2>Give your clients the portal they&#8217;ll brag about.<\/h2>\n<p class=\"cm-lead cm-narrow\">Live numbers, real reports and online placements, all under your agency&#8217;s name.<\/p>\n<p class=\"cm-actions\"><a class=\"cm-btn cm-btn-w\" href=\"?add-to-cart=21958\"><i class=\"fa fa-shopping-cart\"><\/i>&nbsp; Add to cart<\/a><a class=\"cm-btn cm-btn-o\" href=\"https:\/\/www.collectionsmax.com\/index.php\/home\/contact-us\">Contact us<\/a><\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Collections MAX Client Access Module is an online web portal where your clients can login and view their accounts.<\/p>\n<p><span style=\"color: #339966;\"><strong>PLEASE NOTE:\u00a0 Only online servers are supported!\u00a0 This portal REQUIRES your database to be hosted online in order to function.\u00a0\u00a0 We offer low cost <a style=\"color: #339966;\" href=\"https:\/\/www.collectionsmax.com\/index.php\/product\/database-hosting\">database hosting<\/a> that is compatible with our client access module if you have an office \/ at home database.<\/strong><\/span><\/p>\n","protected":false},"featured_media":21957,"template":"","meta":[],"product_cat":[315],"product_tag":[],"_links":{"self":[{"href":"https:\/\/www.collectionsmax.com\/index.php\/wp-json\/wp\/v2\/product\/21958"}],"collection":[{"href":"https:\/\/www.collectionsmax.com\/index.php\/wp-json\/wp\/v2\/product"}],"about":[{"href":"https:\/\/www.collectionsmax.com\/index.php\/wp-json\/wp\/v2\/types\/product"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.collectionsmax.com\/index.php\/wp-json\/wp\/v2\/media\/21957"}],"wp:attachment":[{"href":"https:\/\/www.collectionsmax.com\/index.php\/wp-json\/wp\/v2\/media?parent=21958"}],"wp:term":[{"taxonomy":"product_cat","embeddable":true,"href":"https:\/\/www.collectionsmax.com\/index.php\/wp-json\/wp\/v2\/product_cat?post=21958"},{"taxonomy":"product_tag","embeddable":true,"href":"https:\/\/www.collectionsmax.com\/index.php\/wp-json\/wp\/v2\/product_tag?post=21958"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}