PTP Tracking
A promise to pay is only worth something if someone follows it up on the day it falls due. PursuerAI records each PTP on the case and brings it back on its date.
Recorded with the call
When an executive logs a PTP, the same form takes the promised amount and the PTP date. If the borrower pays, the executive records the amount collected and the receipt or UTR reference. If they agree a settlement, the settlement terms go on the case. Every disposition and remark stays in the case history with the user and the time.
A Due today list
The work queue has a Due today filter that lists the promises and callbacks falling on today, so the day's follow-ups come from the system instead of a separate file. A PTP filter shows every case whose latest disposition is a promise to pay.
What managers see
Open PTPs and pending settlements make up the Projection figure on the dashboard, next to collection, target and Target Gap.
Still tracking promises in a spreadsheet? Read collection agency software vs Excel for what changes when you move.