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Is there a report that will tell me the files they have touched, number of phone calls they have made, etc?

We have a few tools in SimplicityCollect for monitoring your collectors. Under the Reports tab in the main menu you will see an option called User Access Report. This will show you at what times each collector has logged in and out of Simplicity.

Secondly you can use the Collector Performance report, located under Reports > Quick Reports. This will show you how many accounts are assigned to each collector, how many they’ve worked–which encompasses an account that has had a) a status change and b) at least two notes added—the number of payments collected and the amount made from those, commission rates for a selectable date range, and more.

 

See anything missing or out of date on this page? Please contact Simplicity Support at helpdesk@simplicitycollect.com.