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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