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CRM / Leads / Pre-Leads: |
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The most
complete and easy to use software
for the Debt Settlement Industry. |
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Complete
management of Leads and Cases (CRM
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don't lose track! |
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Control of
appointments - Microsoft Outlook interface*. |
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Easily send bulk
emails (or printout mailers) to your Leads from imported
Leads Files. |
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Secure and easy
to use "New Case Interview" allows you to
collect the basic information and start your
process pipeline. |
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Fast quote
screen that allows you to generate a fast
quote for your clients in seconds. |
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Fast lookup of
leads by reference number for mailing
campaigns. |
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Import Leads from any Lead Provider directly into
the Pre-Leads section. |
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Accounting capabilities: |
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Accounts Receivable
- Payments scheduler - Payment receipts -
Collections reports. |
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Accounts Payable - Control of
Affiliates - Different types of commissions. |
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Configure the ACH
payments of each of your clients and upload
them to your ACH (Escrow) processing
company including:
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Total ACH amount. |
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Payment to Creditors. |
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Payment to Escrow Company. |
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Payment to your Company. |
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Payment to Attorneys (if
necessary). |
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You
can specify a percentage
distribution of the monthly payment
thru multiple debt accounts.
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Make payments to more than
one debt account per
customer per month. |
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Specify how much money of
the monthly payment is
applied towards each debt
account. |
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Select from manual entry,
automatic percentage
distribution, equal
distribution and more. |
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Allow your
Customers to check the status and balance of
their accounts online:
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Management and Control: |
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Unlimited
Debt Settlement Programs configurable per
State (Green or Red) and per
Branch/Affiliate Office. |
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Customizable
formulas & calculations per program. |
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Manage Attorneys related to
each case and allow them web access to check
their cases online (via the built in web
interface). |
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Reduce the
time in which you pay your Affiliates and
Attorneys and optimize the process. |
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Generate professionally looking Debt Settlement Quotes with one click! |
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Control of
negotiations and reports for internal and
external audits. |
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Closed cases
archive - Statistics
- Reports. |
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Scan and
manage your Clients'
documents directly into the application*. |
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Email and eFax
documentation
"directly"
from the application, including stamped
banners with the Customer information per
page (on the PDF files). |
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Customize and automate YOUR
OWN Documents & Agreements using Microsoft
Word. |
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Fully customizable pipeline
(Business Model) tracking by milestones and tasks per
milestone. |
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Turn Key Solution: |
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Offer more and better
services: |
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Provided
with your own
Free Of
Debt University website. Assuming that
your Company's name is "Sample" your website
will be:
sample.freeofdebtuniversity.com. Now
your Customers can get information and read
articles about Debt Settlement with this
content reach website. |
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Your Free of
Debt University provides hundreds of
articles about debt settlement and personal
finance. |
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Use
advertisement banners in the
FreeOfDebtUniversity.com to link it to your
own website. |
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Network Ready: |
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Web Access: |
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Built in
Web Component that allows online access for
your Clients, Sales Reps., Negotiators,
Supervisor and Attorneys to check their
cases online thru the
SX3 Web
Component for Debt Settlement. |
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Processing Center Edition that allows you to
easily manage Branch/Affiliate Offices (only available
on the 10+ users license). |
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Other Features: |
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Intuitive
(customizable) popup content menus allow you
to insert comments, negotiations, hardship
letters and more with a simple click. |
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English and
Spanish user's interface. |
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Application
is being updated with new features every
month. |
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Grow! Extremely powerful database tested
with 10 million cases. |
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