The Collect! Consumer Portal Version 1 is hosted on your website, and can be branded with your logo and colors. The portal URL is provided to your consumers via link or QR code on letters. Version 1 provides the following functionalities:

• Asks consumers to opt-in to your communication channels
• Allows consumers to see their current balance and past payments
• Allows consumers to make a single payment
• Deducts single payments from balance owing to create a new balance owing
• Requires you to have an account with a 3rd party payment processor
• Links to your 3rd party payment processor’s generic payment screen for the consumer to enter their payment amount and payment information
• Collect!’s e-Payment Screen is the alternative if your processor cannot provide a generic payment screen
• Requires minimum Entrepreneur or 5 seats for production efficiency; not advised for Xpress

The Import Module lets you quickly and accurately load or update large numbers of accounts into Collect! from other systems or your branch offices. Collect! includes a basic version of this module that lets you lay out your data files to match any of the import maps shipped with the system to bring new data into Collect! The unrestricted Import Module enables you to create and save your own custom import maps that support your existing file layouts. The Import Module also allows a number of automated processes performed on files being imported as part of the import process. Supported formats: CSV, Fixed Length ASCII, or any other text-based format.

The Credit Bureau Reporting (CBR) Module enables you to create a file in the prescribed Metro2 format for uploading to the credit bureaus. Collect! supports both credit grantor and third-party collection agency credit reporting. The 3 major bureaus are Experian, Equifax and Transunion.  You will need to establish your own ‘data furnisher’ account with each bureau you want to report to.  Bureaus maintain relationships with data furnishers, not the software used to create the Metro 2 files. 

The Report Generator is a Collect! Version 12 web-based report generator utility accessible through Collect!’s Web Host Module (see the Client Web Portal). The Report Generator lets you select, filter, group and order data on the fly. Report options are easy to understand and stated in plain English. Report data can be presented in a range of table or graph formats, including email. Reports can be saved in your Collect! report library for future re-use.  You can set up your screen to show how the Report Generator is creating SQL Queries behind the scene if you find this useful. 

The legacy Client Web Portal Module enables you to let your clients and operators access their data in Collect! remotely using a web browser. Collect! has a built in SSL Security Generator that produces Self-Signed Certificates, or you can purchase a SSL certificate. You can use the standard Web Portal interface, or you can customize it to suit your brand. The Unlimited Option allows for unlimited client sessions. Regular or legal operators still require a seat for each concurrent session you need.

The new Client Portal was built to replicate the functionalities of the legacy Client Web Portal Module on a modern, stronger and more flexible platform. The new Client Portal also enables you to let your clients and operators access their data in Collect! remotely using a web browser, but with a cleaner UI and much greater stability. You can use the default interface, or you can customize it to suit your brand. in contrast to the legacy Client Web Portal, operators do not need an additional seat. The new Client Portal is currently limited to flat output of existing datapoints; reports that invoke calculations or functions must be run in the main Collect! application for now.

The Scheduler Module schedules regular tasks to run automatically at convenient times, often after-hours. You choose the tasks, the times and other parameters and the system does the work for you. Commonly scheduled tasks include batch processes, recalculations, letter service, imports, CBR, credit card and ACH reconciliations. 

The Dashboard Module provides a real-time graphical activity overview, account inquiry, reports, database logs and a compliance tool. In addition to the management view, the dashboard includes an operator view that allows operators to view their activity and tools and tasks that relate to them, and a client view that allows your clients to view, download and run reports on their account data.  The Dashboard also includes an Operator Activity Screen that can be displayed on a collection floor monitor.

The Payment Processing Module enables you to process credit card and ACH payments electronically through Collect! using one or more of our payment processing partners.  You will need to create an account with the payment processor of your choice. This is a full-featured solution for managing single and recurring payments made by credit card or by bank draft. External payments posted at the processor online payment site are also reconciled and posted within Collect! Recurring scheduled payments are fully managed within Collect!’s Promise Payment system. Collect! has built integrations with a number of payment processors active in collections. 

The Auto Dialer Module can dial numbers automatically when your operators move to a new account in their work queue, or by double-clicking a phone number. This module uses TAPI (Telecommunications Application Programming Interface), a standard command format available on Windows operating systems.

The Predictive Dialer Link automatically dials a set of phone numbers and routes calls to available collectors when the dialer system perceives that a live human connection has been made. Unsuccessful results such as busy signals, no answers, operator intercepts, and what the system registers as an answering machine are logged. This system makes constant adjustments to maximize operator call time. You will need a separate account with a dialer. 

The TCN Integration Module allows Collect! and TCN to automatically deliver call campaigns to your designated numbers when you want them delivered. The primary setup for your call is with TCN, then select the accounts you want your message(s) delivered to. Results are automatically logged to your system. The TCN module saves valuable time and hugely increases your outbound contacts. Combine TCN call campaigns with Collect!’s batch processing and scheduling for truly automated campaigns. You will need to set up your own account with TCN. 

The Letter Service Module enables you to outsource your letter production and mailing to an external letter service.  You will need to set up your own account with the letter service of your choice. If your letter volume warrants it, outsourcing provides cost-effective service as well as additional services such as automatic National Change of Address processing. Collect!’s Letter Service Module can provide output in Ontario format and non-Ontario format.

Collect!’s Short Code Texting Program Powered by Solutions by Text provides reliable delivery and cost savings when you share in the use of Collect!’s ‘Partner Communication Code’ to text directly from Collect! without needing your own short code or a separate vendor relationship. Since you are participating in the Collect! program, you do not need a lengthy carrier registration but can get started with this program very quickly. 

Short codes provide reliable delivery in the US where collection texts are challenged by strict carrier regulations. 

• One-time set up fee per brand name
• Collect!’s Partner Code and registration is used by many Collect! clients
• Collect!’s Partner Code is enabled for 3rd party and approved 1st party collections; carriers disallowed some use cases
• Disallowed use cases include high-risk financial services and debt repair programs
• No business brand name, number and campaign registration required
• Sub-accounts are created for each participating business brand name
• One-way or two-way texting option
• Carrier approved template sets for outbound and replies included
• English only or English and Spanish template option
• Program involves 1 year commitments, annual or monthly billing
• Package options include a certain number of units, expressed monthly and annually in the chart below
• Units not used in one month are forwarded
• Units not used in the 1 year period fall away
• Units consumed in excess of package allowance for a 1 year period will incur a flat fee for overages
• Units are consumed by carrier lookups, outbound texts, returned texts and carrier fees. Some actions consumer more than 1 unit.
• Program includes Solutions by Text client support and Collect! integration support
• This program is particularly advantageous for clients with less than 30,000 outbound texts per month
• No need to maintain a separate texting vendor relationship
• Can use Solutions by Text TextPay with this program
• Transcripts of texts stored in SMS Type Contact and Notes Record. Also storing in Notes can be turned off. 
• Sign up by completing the web form in the My Account section of the Member Center. Look for the dropdown just under the password button. 
  

  Item	Monthly Unit Allowance	Annual Unit Allowance	Monthly Fee	Annual Fee	One-Time Setup Fee Per Business Name	Unit Cost
  Package 5	2,500	30,000	$250	$3,000	$100	$0.10
  Package 1	5,000	60,000	$500	$6,000	$100	$0.10
  Package 2	10,000	120,000	$800	$9,600	$100	$0.08
  Package 3	20,000	240,000	$1,200	$14,400	$100	$0.06
  Package 4	40,000	480,000	$2,400	$28,800	$100	$0.06

Collect!’s Long Code Texting Program Powered by Wavix uses regular 10-digit (10 DLC) telephone numbers and is the economical pay-as-you-go option for clients wo do not need the more expensive short code texting option to meet the requirements of US carriers. This plan provides you with dedicated 10-digit number(s); clients who use multiple business brand names will need one number for each business brand name. For US clients only, your business brand name(s), number(s), and campaign(s) will need to complete a registration process with US carriers to ensure reliable delivery. 

This is a simple pay-as-you-go-plan with the following characteristics:

• One-time set up fee per brand name
• Monthly maintenance fee per brand name 
• For US clients only: business brand name, number and campaign registration per brand name
• Program can accommodate multiple business brand names
• Flat rate per number lookup, based on consumption
• Flat rate per outbound or returned text, based on consumption
• One-way or two-way texting options
• Carrier approved template sets for outbound and replies included
• Paid as part of your monthly billing cycle
• Program includes Collect! integration and program support
• No need to maintain a separate texting vendor relationship
• Transcripts of texts stored in SMS Type Contact and Notes Record. Also storing in Notes can be turned off. 
• Sign up by completing the web form in the My Account section of the Member Center