The Collector Module allows you to see all information about a loan, pertinent to the collections process, on a single screen. To enter collector mode from loan query, click Collector Mode
You can query for loans as normal on the collector screen, or you can have the loans popped to the screen by a campaign.
Once a loan has been popped or queried to the collector screen, you should have all contact and co-borrower information necessary to make collection calls. Select the collection action taken from the Coll Action drop down list. Then, based on the results of the collection call, select the result from the Coll Result drop down list. These options are pre-configured by your system administrator.
|Get Next Item||Retrieves the next loan in the queue and places it in the popped loans list.|
|Return Item To Queue||Moves the selected loan in the paused list back into the loan queue.|
|Pause Collection||Moves the loan to the paused list. May be used when a loan needs to be skipped or to be set aside temporarily.|
|Complete Collection||Moves the loan to the completed list.|
Promise to Pay
Depending on the combination of action and result codes, the result may pop up a secondary dialog or initiate a promise to pay.
Promise to pay dialog
If a secondary dialog pops up, fill in all of the appropriate fields of the secondary dialog. These fields are user-defined and were configured by your system administrator specifically for this action/result combination.
A promise to pay will require you to enter the date and amount of the promise to pay. Selecting the items in the Receivables list will automatically fill in the Promise Amount accordingly.
If a payment satisfying the full promised amount has not been made on that account by the date specified, the promise to pay will be marked as having been broken.
NLS 5.7 and laterAdding new PTPs, when totaled with all existing PTPs, exceeding the payoff amount is not allowed and an alert will be displayed.
Updating a Promise to Pay
A promise to pay can be modified by double clicking the promise to pay listing at the bottom of the Collector Mode view.
NLS 5.6 and later