Reports and Letters
The data you want, when you want it, how you want it
Over 100 Stock Reports and Letter Templates
- Debtor
- Client
- Operator
- Financial
- Compliance
- Other
Many Report and Letter Options
- Large set of stock reports and letter templates
- Reports include full set of monthend statements and checks
- Letters include US Model Validation Notice
- Many report and letter output options
- Modify stock reports, individualize letter templates
- Header and footer files cascade to all letters
- Report Utility for custom reports and letters
- MS SQL Server database queries with any reporting tool
- Mail Merge & RTF letters
- Data files for outside letter service
Many Output Options
- The Reporting Engine behind all stock reports and letters quickly pulls data from any field
- Quick print any list or form in the system at will
- Reports in ASCII formats like XML, HTML, CSV, fixed length
- Letters in Word Mail Merge, Rich Text Format (RTF), HTML, Report Utility and Reporting Engine.
Reporting Options
Built-in, varied, current, and adaptable reporting is essential for your business
Stock Reports
- Use stock reports ‘as is’
- Collect! comes with a large set of stock reports accessible directly from the system
- An updated set of default reports is always available in the Member Center
- Generate a complete set of month end statements, checks, and reports for gross, net, or combined remittances at the touch of a few buttons
- Arrange your report library to suit your sequencing preferences. Create multiple report libraries, or sub-libraries for dedicated user groups
- Brand reports with your logo
Modify Stock Reports
Use stock reports as templates to customize with your brand, and edit to return a custom data set. You can do this yourself using Collect!’s Report Writer or contact technical services.
Standard SQL Report Generators
Use standard MS SQL report generators such as Crystal Reports to draw data directly from your database outside of Collect!
Report Utility for Custom Reports
Select, filter, group, and order data on the fly. Report options are easy-to-understand and stated in plain English. Output your data in a range of table or graph formats, including files, printer, HTML, and email. Group report outputs on one page for comparison or to create an ad hoc dashboard. Save reports in your report library for repeated use.
Dashboard Analytic Reports
Manager, operators and clients can manage their portfolios using high-level summaries or drill down to individual accounts.
- View reports remotely
- Give your clients real time access to their data
- Allow collectors to view their progress using any standard web browser
- Allow sales staff to view their progress using any standard web browser
- Display the Operator Performance Dashboard on your collection floow
Letter Options
Letter options are integral to most collection workflows. Letter templates come in easy-to-use plain text or rich text formats with multiple output options. Use Collect!'s many batch letter options to manage complex letter scenarios.
Letter Templates
Collect! comes with a large set of letter templates ready to be individualized with your company information and notices.
Creating a letter header and footer file that cascades to all letters means you only need to make a change to the header and footer file to cover all letters.
Collect! provides CFPB Model Validation Notices for debtors and cosigners in English and Spanish.
Save your letters in your report library. Create multiple libraries, or sub-libraries for dedicated user groups.
Additional Letter Options
- Create additional custom letters with the Report Utility
- Have technical services create custom letters and deposit in your library
- Use batch letter options to manage complex letter scenarios
- Schedule letter series to run automatically
- Sort letters by zip code/postal code
- Store entire letter history inside Collect!
- Produce letters in Rich Text Format (RTF) and store history in Collect!
- Produce letters with Mail Merge knowing history is not stored in Collect!
Letter Service
Export data to a letter service provider who inserts your data into pre-set letter templates and amanages all the mechanics of printing, mailing and managing NCOA. Using a letter service can provide larger companies with significant cost savings.
Latest Stock Report and Letter Template Set in Member Center
Collect! ships with the most current report and letter template set. The latest set of stock reports and letter templates are always available in the Collect! Member Center.
The Member Center provides access to
- Software updates
- Training videos
- Reports and letter templates
- Partner integration
- Utilities
- Ticket system
- Remote assistance
- Your account
