Training Videos

Financials - Claims

Financials - Transactions

Claim Details Screen - Notes, Call Dispositions, and Linking Accounts

Claim Details Screen - Action Codes and Letter Flows

Claim Details Screen - Debtor Section

Claim Details Screen - Account Section

Logging in for the First Time

Creating a New Account - Manual Entry

The Home Screen - Admin Overview

The Home Screen

Live Training - Remove Bad Phone Numbers

Live Training - Phone Descriptions

Live Training - Custom Field Filters

Live Training - Live Chat Feature

Live Training - Client Portal Set Up

Live Training - Assigning Accounts to Collectors

Live Training - Document Templates and Generation

Live Training - Collector Basic Process

Live Training - Custom Search Results

Live Training - Collector Access Restrictions

Live Training - Collector Commissions

Live Training - Basic Collector Process

Live Training - Filter Configurations

Live Training - Quick Search

Live Training - Collection Statuses

Live Training - Activity Codes

Live Training - Action Codes

Live Training - Payment Plan Set up

Live Training - Ticklers

Live Training - Phone Descriptions

Live Training - Commission Bonus Settings

Live Training - User Notification Settings

Live Training - Worklist Configurations

Live Training - Global Interest Rates

Live Training - User Access Report

Live Training - Client Reports

Live Training - Financial Reports

Managing Custom Fields

Transaction File Importer

Live Training - Account Exporter

Live Training - Updater Tools

Live Training - Credit Bureau Tools

Live Training - Account Updater In-Depth

New Account Training

Live Training - Bulk Account Manager

Live Training - Debtor Payment Portal

Live Training - DocGen Templates

Live Training - Client Portal Setup

Live Training - Report Scheduler

Live Training - Debtor Manager Tool

How to Add and Edit an Employee

Adjusting Your User Settings

How to Sign In

Adding a Desktop Shortcut

See Our Debt Collection Software in Action!