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SX3 Debt Settlement Software: features.

Version 3.0.

 

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 ), 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.

bullet Fast lookup of leads by reference number for mailing campaigns.
bullet Import Leads from any Lead Provider directly into the Pre-Leads section.

 

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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Click here for a sample account.

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User name: debt

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Password: 123

 

Management and Control:

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Unlimited Debt Settlement Programs configurable per State (Green or Red) and per Branch/Affiliate Office.

bullet 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.

 

Turn Key Solution:

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Preloaded with forms & letters required to complete a Debt Settlement case. You can easily add your own forms by editing them in Microsoft Word and entering simple macros.

bullet Preloaded with thousands of Collection Agencies' contact information.
bullet Preloaded with over 100 Debt Settlement related tips (articles) that can be sent automatically to your Customers and Leads every week.

 

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.

 

Network Ready:
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Multi users with detailed user rights (limitations) specifications.

bullet Impressive processing speed tested with a 10 million cases database.
bullet Client-Server application that can be installed on a Windows based computer from a Laptop PC to a local or remote hosted industrial server.

 

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).

 

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.

 

 
   

 

 

Provide Educational

Content to your Clients.

 

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