A collection software that's 'time-tested'
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Collection Software Discovery & Walkthrough Session
Review your setup, explore key features, and learn best practices to maximize efficiency and recovery results.
RSVP
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Review of Your Current Data Inputs
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System Configuration Review
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System Configuration RevieWalkthrough of Your Base Plan Report
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How to Maximize Your Plan
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Questions & Recommendations
Client Portal
Clients have unlimited access and management capabilities of their own accounts through the Suceed's Client Portal. A simple search allows Clients to retrieve all of the information for a single account, make payments, and request a hold or cancellation. Adjustments can be made within this screen and related accounts are linked together, for a complete depiction of all debts. All of a Client’s account management needs are accessible from a clear-cut side menu.
Consumer Portal
Consumer Portal is the window to endless possibilities for your consumers to securely access their account and self-serve. After securely logging in with a personal pin number, a consumer can see all of their account details in one screen. Consumers are given options to view, pay, or discuss their account.
Data Exchange
RoboDX™ is a single application that tackles the five major data management needs of your business; ETL, integration, big data, secure file sharing, and reconciliation. RoboDX™ eliminates the need for third-party tools and time consuming data conversion efforts alleviating mundane back office tasks for you and your clients. RoboDX™ expedites data integration by automatically converting large quantities of data to the format of your choice.
Workflow Engine
Creating and editing workflows is simple inside an attractive graphical interface. Editing is quick and straightforward, with a convenient tool-box feature and drag-and-drop capabilities. Options for customization are limitless – You can create custom nodes with the click of a button.
Document
Management
Docutrail® is a powerful integrated management system that ensures your documents are handled securely within compliance standards. Supplementary encryption options and administrative controls limiting user-access offer an additional layer of file security. Using the NoSQL platform for image archival and limiting the use of MySQL gives Docutrail® superior performance ability.
Legal Management
Succeed's built-in LMS is just another way that has consolidated all of your agency’s needs for more effective operation. Like many other components of Succeed, the LMS also offers additional protections for your business. Features like legal alert settings notify your team when important deadlines are approaching or consumer responses have been generated, so you can stay on track. Our LMS workflow even manages the appropriate fees and automatically updates account balances.
Credit Reporting
Succeed puts all of your agencies reporting needs inside of one convenient tab. With all of the information displayed plainly in one place, the reporting process is straightforward reducing the likeliness for error. Each field is clearly labeled in working order including the account’s current status and the last report date, taking the guesswork out for agents and ensuring complaint reporting practices
