Debt Consolidation Software Features

Enrollment

The right way to engage your leads and sales

Robust enrollment, distribution and processing with an option to import leads from different sources.

  • Download leads from your web-site or from comma separated or text files
  • The software can distribute leads only to the employees that are currently logged in
  • Set up automatic distribution rules, or assign leads manually to up to four employees(from various departments)
  • The software automatically spots duplicate leads
  • The software looks up and verifies City/State/Time Zone based on zip and phone area codes entered
  • Create and schedule automated e-mail campaigns to leads based on their status and arrival date in the system
  • Generate Instant quote and email it right away or convey over the phone
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Management and Tracking

Stay on track. Stay informed. Stay in control

Technology that meets your business needs with an emphasis on reliability and performance.

  • Multiple client sorting and search options.
  • Prioritize leads and clients with customizable icons, statuses, color-codes
  • Set up a check-list and track what documents and when were received from the client as well as sent and received back from each individual creditor
  • Scan and store all client documents digitally in Prime Debt Soft. Organize documents in groups. Support for all documents formats (tiff, PDF, jpeg, etc) and all TWAIN compliant scanners.
  • Upload unlimited number of files of any format to the client’s profile
  • Add notes. Change font type and size, color, alignment and insert pictures. All changes on the client’s account are logged into notes automatically
  • Create a list of Dispositions for leads and clients. Send appropriate e-mails and/or add tasks when dispositions change
  • Use MS Word to create unlimited number of templates: quotes, agreements, welcome letters, reminder letters, etc. The software will automatically populate the templates with appropriate client information, and e-mail/fax/print them with just a click of a button
  • Create, prioritize, assign tasks and reminders including recurring ones
  • Determine and integrate State or local Rules and Regulations
  • A world of comprehensive reports. In addition to built in reports you can download and manage reports in Report Builder module. Customize our reports or create your own with built in “Crystal Reports”-like report editor
  • Take care of your clients with Customer Care System
  • Web Module provides a web application page for new leads and a client login page where existing clients can access their information and exchange notes with employees. Web module can be hosted either on your network or on Prime Debt Soft’s secure server.
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Accounting

Automation, Integration, Performance

Smart and powerful accounting module with unparalleled level of integration and cohesiveness.

  • Full integration with Vanco Services
  • Integration with any ACH provider by means of upload/download of NACHA or CSV files
  • Set up any type of payment plan matrix. Link your payment plans to particular types of clients
  • Built in extensive creditors database with a comprehensive profile for each creditor
  • Automatically generate proposals to the creditors. Schedule dates when proposals need to be sent. Send proposals electronically (US version only)
  • Easily handle multiple offers, counter-offers and agreements
  • Analyze and forecast accumulated funds
  • Set up and track commission payouts to your affiliates
  • Keep track of the commissions that are due to each sales person with several customizable commission reports
  • Built in default budget with ability to setup your own fully customizable budget with formulas
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Administration

Fundamental Approach

Integral administration suite for authorized team leaders.

  • Flexible employee permissions system allows to custom tailor set of permissions for each individual user allowing access to only those parts of the program, features and reports that are necessary for this particular employee
  • Establish Departments with Departments Rules
  • Establish and automate your work flow
  • Create your own custom database fields of various types to store additional data
  • Create and manage multiple templates: emails, attachments, documents, quotes, notes, etc
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There are many more unique features to explore. Please view
Online Demo