SaFi Bank Space : Collections Representatives

The general screens for Collections representatives and the functionality requirments.

1.Operator Screen (Outbound/Inbound)

Collections shall utilized Loxon as the m Ian interface for Collections. All calls either inbound and outbound shall show the Loxon screens as they service customers.

a. 1st Screen

Main Screen for Customer contact.

Disposition tags for initial client contact

2nd Screen

Main screen for processing

All processing of client information are done in the screen.

Client information

• Name

• DOB

• Primary Phone#

  • Alternative Contact info

• Address (Main)

  • Alternative address

Loan/Account Details

• Due date

• Due amount

• Product type

• Last payment date.

• Collections Flag and DPD

  • Early Collections (DPD 1-30,31,60-90)

  • Agency

  • Field

  • Legal

  • Terminated

  • Write-off

  • Potential Fraud/Fraud

  • Death suspicious/Death

Disposition tags for contact

• Paid

• PTP

• RTP (Refuse to pay)

• Others

Inputting of Promises

• Amount

• Date

Fees Assess (Button for waiving if necessary)

• Current and past fees matrix

Client Payment behavior

• Matrix of past payments (Misssed and fulfilled)

Notes

• Notations on the account.

Jira Ticket

• Date,Issue/Status

• Opening

• Assigning/reassigning

Repayments Screens

Primarily of recurring payments and restructuring

Restructuring working page.

Multiple PTP/Recurring promises

Call exclusion (Collections)

• Call back date

Reason for Delinquency tagging