How does the CMS-PRO organize my account queue?

Your bank policy determines queuing. Our technology implements that policy. Queuing has three modes; tickler, user account preferred and advanced.

Tickler mode queues your ticklers for your assigned accounts. You can sort them by date, time and or priority. You can select sub groups of your accounts by date and or priority.

User preferred account CMS-Pro queuing is accomplished by specifying ranges on up to five key trigger items, like days late, loan type or branch code. You then identify ranges of values for these key fields that are your account queue responsibilities. For example, you may work "installment loans" that are "15 to 59" days late. Advanced filters use Standard Query Language (SQL) queries created by IBS or advanced users via a Query By Example (QBE) engine to ad hoc query the database using all the power of SQL and no application limits. For example, a collector working installment loans [loan type codes 1, 3, 11, 15-19] that are 15-59 days late for customers whose user set status codes are BK, L or OREO.

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How many letters does CMS-Pro come with?

CMS-Pro will be delivered with up to 15 of your current letters configured as mail-merge documents. We will teach you how to add your own letters, or modify previously configured letters so that you can expand your letters list to meet your needs.

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Can I put more, or different information on the screens?

Yes, CMS-Pro is 100% user configurable. CMS-Pro is displayed via user configuration files, what information is displayed, what that information is called, how it is formatted, and whether it is modifiable (or not).

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Does CMS-Pro have a phone dialer?

Yes. CMS-Pro will dial a debtor's phone number on demand for you when you initiate the dial action. Contacts are documented in the CMS-Pro Activity Journal for reporting purposes.

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Should I be concerned if I have limited PC experience?

CMS-Pro uses simple command buttons; pull down menus and traditional speed keys to allow for easy training use process. Our typical new user has varied ranges of computer experience. We highly recommend you maximize your training by taking basic personal computer and Microsoft Windows training in advance of your implementation.

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Can I 'see' an account that is not my responsibility?

Client quick searches show all clients that match the search conditions, regardless of their being your account or not, or being current (previously delinquent).

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How much history is saved?

All account, contact and activity information is permanently retained for improved collector effectiveness, historical record keeping and compliance protection.

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Can I manually add new people (delinquent customers) to the CMS-Pro database?

You can manually add people or accounts to CMS-Pro. A non-delinquent client that notified you in advance of their pending delinquency is a simple add process. Our automatic interface will download all available associated contacts with each delinquent account when they become delinquent.

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