Simplicity has teamed up with LocateSmarter, a premier data provider, to automate the skip tracing process in Simplicity at a reduced cost for all Simplicity clients. This means you save time and money! The integration allows you to easily mark accounts individually or in bulk that need to be skipped, have them skipped the same day, and then have the results automatically updated and applied to your Simplicity accounts. The best part, you can easily manage your own skip budgets, see skip results, manage which collectors can and cannot use the feature, and so much more. Enable this feature for FREE today here is how:
Skip Trace Set Up:
Access Settings >Administrators>Skip Trace Settings
Click “Enable Skip Trace” to activate the feature
Read the Terms and Conditions
Check “I accept the terms and conditions” and then “Continue”
At this point, you will see the legal portion. Check the applicable check boxes. If “No Permissible Purpose” is checked Skip tracing will not be enabled.
Enter your first name, last name and a valid email address to send the signature and click “Save and Send Signature”
You will receive an email for “Simplicity Authorization Request”
Click “Sign Now” in the email and you will be brought to a signature page
Enter your signature and click “Send Signature”
Navigate back to Settings > Administrators>Skip Trace Settings. You will notice a status at the top of the skip trace page, “Waiting for Signature”
At the bottom of this page, there is a button to “Check for Signature”. Simplicity will automatically check for a signature over the course of 24 hours, but this button can be used to check immediately.
After retrieving a successful signature, the page status will update […]