Collection Agency Application capable of housing client account records with multiple fields of data in a database.
When agent enters the application, the dashboard should display their current performance (measured by completed payments), all declined payments and any accounts that need scheduled attention as well as search options to retrieve account records.
There should be an area to determine payment arrangements based upon current balances and settlement offers that take into consideration monthly, weekly or bi-weekly arrangements. With the ability to modify dates and amounts.
Agents must be able to send, via email or sms, a payment form link containing the payment arrangements and the ability for the debtor to electronically sign the arrangement and add their credit card information. information should entered into the database and encrypted.
The application should include api/post url capability to update notes and other fields on the account.
It should allow users to view each account record to determine the best way to assist each customer. It should also allow reporting to identify trends in collector activity as well as performance of portfolio. Specific reporting specs will be discussed.
The import of new records should be fairly simple allowing the fields on the excel/xml/text file to be seemlessly imported into the database.
a list of all fields needed will be provided in addition to the specific reports that ill be needed.
Timeline is fairly quick and this project needs to be completed as soon as possible.