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Software Features

Prime Debt Soft is a sophisticated database system that computerizes every single step of debt management or debt negotiation process, thus saving your employees a great deal of time and lots of money for you.

Prime Debt Soft includes an array of features aimed at making your work more productive and your business more profitable

  • Intuitive, easy to understand software interface
  • Multiple client sorting and search options
    • Search by name, address, phone number, email, date added, SS#, etc
    • Partial name search
    • Filter leads only, clients only, clients and leads assigned to you only
    • Find clients by simply typing their name or phone number in the client list
  • Mark clients with customizable icons
  • Full featured built in Task Manager
    • Create tasks for clients/creditors/events
    • Open Client Account directly from task
    • Multiple Calendar Views (day, week, month)
    • Full featured reminders with custom snooze/dismiss options
    • Reminders popup even if you are working in another application
    • Reoccurring tasks with fully customizable schedules
    • Marks tasks in different colors
    • Permissions to view other employee's calendars and add tasks to other employees
  • Interactive Client Enrollment
    • Instantly calculate accurate client quote based on creditors' minimum payment requirements
    • Software generates comparison calculations with graphs showing time and money savings
    • Compare Debt Settlement vs Debt Consolidation and Pay of Your Own quotes
    • Quote, calculations and graphs can be e-mailed or faxed to the client directly from the software
    • Compare and use 11 various debt consolidation payoff strategies for best results
    • Generate Amortization schedules for "with" and "without" scenarios for 1 or all credit cards
    • "What if" calculations: estimate monthly payment based on target term to become debt free
  • City/State lookup/verification based on zip code entered (US and Canada versions)
  • Time Zone lookup - software automatically displays time zone and local client's time based on client's address (US and Canada versions)
  • Use MS Word to create unlimited number of customized client documents (quotes, agreements, welcome letters, reminder letters, etc) and e-mail/fax/print them with just one click on a button. Software will automatically populate them with all client information
  • Convert documents to pdf format when e-mailing to clients
  • Built in State Requirements for Debt Management
  • Customizable Dispositions. Software can send e-mails and/or add tasks to employees when dispositions change
  • Download new leads from your web-site or from comma separated or text files
  • Lead Management Module - software will automatically send a series of rich HTML e-mails to leads based on their status in the system
  • Documents Received Module. Setup and track what documents and when were received from the client as well as send and received back from each individual creditor
  • Scanning Module. 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
  • Create your own custom database fields of various types to store additional data
  • Automatically generate proposals to the creditors. Schedule dates when proposals need to be sent. Send proposals electronically (US version only).
  • Notes: change fonts type and size, color, alignment and insert pictures. All changes on the client account are logged into notes automatically.
  • Built in default budget with ability to setup your own fully customizable budget with formulas.
  • Accounting Module
    • ACH support for any ACH provider (csv and NACHA formats)
    • Automatic Disbursements
    • Automatic Fairshare calculation and billing/withdrawal
    • Print disbursement checks directly from software. Ability to print consolidated checks
    • Send payments electronically (US only)
    • Extra funds distributed automatically based on selected payoff strategy
    • Export accounting transactions to Quick Books
  • Customer Care System
    • Create trouble ticket for each customer issue
    • Software allows multiple employees collaborate on the same ticket
    • Notify client about ticket status by e-mail
    • Escalate tickets not resolved within a specified period of time
  • Reports. In addition to several dozens 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.
  • Keep track of the commissions that are due to each sales person with several customizable commission reports
  • 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.
  • The complete web interface provides web application page for new leads and client login module where existing clients can access their information. Web module can be hosted at either on your network or at Prime Debt Soft's secured servers
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