Everything your recovery operation needs, in one system.

Allocation Management

Upload monthly bank allocations, organize books by branch or portfolio, and assign cases across team leaders, callers, and field executives from one structured operational layer.

Retain Management

Track retained accounts separately from fresh allocation — cases held back for review, re-verification, or special handling before they re-enter the active work queue, without losing visibility into where they stand.

Distribution & Assignment

Distribute allocated cases across branches, team leaders, callers, and field executives from one structured assignment layer, with full visibility into who owns what.

Work Queue

Turn large allocation books into daily action queues — touched vs. untouched accounts, callbacks due today, PTPs due this week, high-outstanding priority accounts, settlement follow-ups, and skip-trace/field-visit cases — instead of callers scanning a full-book Excel dump every morning.

Contact & Disposition

Capture phone and field updates with dispositions, remarks, next-action dates, and callback planning, preserving complete case history without depending on scattered follow-up sheets.

Settlement Tracker

Track settlement discussions, PTP commitments, part-paid movement, pending approvals, and payment follow-ups in one workflow built for recovery operations.

Daily Collection Report (DCR)

A single daily view of collections captured across your team — amount, mode, executive, and account — reconciled against allocation so nothing gets lost between the field and the ledger.

Field Reports

Field executive activity — visits, outcomes, follow-ups — is fully tracked through structured Field Reports and disposition logging, not left to a paper trail or a separate app.

Stock Sheet

Automatically organize contacted cases, active follow-ups, and positive movement into an operational stock view managers can review without manual sheet consolidation.

Collection & Payment Tracking

Every payment — full, part, PTP, PDC — is logged against the case it belongs to, so collection totals on the dashboard always trace back to a real, auditable transaction.

Assignment Reallocation

Reassign cases between executives or branches as workloads shift, with a full batch history of what moved, when, and why — not a silent overwrite.

Role-Based Hierarchy

Role-based access — executives, team leaders, floor managers, and owners each see exactly what their role should.

Branch Management

Organize your agency by branch, with case allocation, staffing, and performance reporting scoped to each one — built for agencies running more than a single office.

MIS & Reporting

Executive productivity, contact opportunity, recovery stock, and branch operations reports — generated from the same live data your team works in, not rebuilt by hand every week.

Multi-Bank / Multi-Portfolio Operation

No per-bank, no per-portfolio surcharge — run as many banks and portfolios as your agency needs from one system, at no extra cost.