By Michael Moore, Vice President, Senior Account Executive Sales
The workflow features within Spectrum Servicing facilitate account life cycle automation.
These items include:
- Account level views and status information
- Workflow tasks and forms/work-groups/dashboards
- Queuing assignments and follow-up
- Checklists and pop-up alerts
- Customer and account status information
- Vendor assignment/document processing
Spectrum manages process flows that are both linear and branching. Processes which include account selection, smart data-entry and follow-up can be automated with user-defined selections.
Common workflow automation areas include:
- Customer service
- Dispute processing
- Extensions/due date change
- Modifications/charge-off
- Bankruptcy/placement
- Repossession/recovery
Other account and customer service tracking areas include:
- Customer service call transfers
- Dispute/Complaint tracking and resolution
- Internal account notes tracking
- Insurance claim tracking
- Roadside assistance event tracking
- Balance owing tracking
- New customer welcome email, text, letter
- Marketing email, text, letter
- Billing issue tracking, consent changes
- Statement request, Shipment tracking
- Bankruptcy tracking
- Cease and Desist Tracking
- Disclosures sent tracking
- Fraud tracking, Skip, Repo
- Over payment, title, compliance
- Write off, charge off, Work out tracking
- Legal tracking, extension/deferment Tracking
- Impound Details, Payment Processing
- Refund tracking, Balance waiver tracking
- Fee waiver tracking, Phone call attempts
- Letters outbound tracking
- Inbound call tracking
- Email/text bounced Tracking
- Active duty military/MLA
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