Portfolio Inventory Management Systems

1

• Portfolio Inventory Management Systems

2
Introduction

• PIMS provides stand-alone web based collection
  systems, designed for third party collection
  agencies, debt buyers, and also facilitates legal
  case tracking.

3
Collections Workflow
4
Legal Collections Workflow
Time
Assign Responsibility
5
Features Collections Management

• Flexible queue-based system
• Template library manager
• Document library manager
• Skip tracing
• Talk-off scripts/flash box
• Scoring and segmentation
• Tracking
• Employment
• Medical
• Auto
• Bankruptcy

6
Features Reporting

• Auditing/account history/archiving
• Promised payment tracking
• Recent work list
• Reports
• System
• Online (real-time)
• OLAP cubes
• Ad-hoc using crystal reports

7
Features Administration

• Asset tracking
• Management module
• Integrated power dialer
• Integrated auto-dialer
• Integrated dialer results
• Credit bureau reporting (using smart Alx)
• Security

8
Customization Appendix A

• PIMS commitment to customer satisfaction includes
  ascertaining the needs of each agency
  individually.
• Appendix A is a wish list of functionality,
  established after obtaining a comprehensive
  understanding of YOUR needs.

9
Next Steps

• Develop appendix A system functionality 
• Project planning and implementation