The Collector Wizard is a real-time tool that analyzes every customer account and displays key information to the user. This feature can simultaneously evaluate one or multiple data elements associated with a customer and provide guidance, suggestions, or an alert. A notification can contain actual customer data and multiple Wizards may be relevant for a single account.

Each Wizard has 9 priority levels which also correspond to a collector's profile. As accounts are being worked it will be visibly apparent if any Wizard categories have been triggered. Notifications are presented in a pop-up screen for the collector to review.

The Collector Wizard can act as an online supervisor directing collectors how to handle different account scenarios. New users can be positioned to see all notifications; medium-level collectors might only see rare situations, and experienced collectors just red-flag conditions.

• Broken/Open Promise
• Multiple Account Relationships
• Qualifies for an Extension
• Workflow Process Status
• Account Condition/Status
• Language Preference
• Pending ACH/Payment
• BK/Repo/Legal Status
• Customer Level/Grade
• Cross-sell Opportunities
• NSF History