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Setup Collections Companies and Debt collectors
Setup Collections Companies and Debt collectors
Michael Claire avatar
Written by Michael Claire
Updated over 2 years ago

***This feature requires the user to have Admin permissions/rights***

You may access the Admin panel by clicking the "Dashboard Quick Menu" icon

to reveal the "Settings" option as shown below:

Add a Debt Collection Company

LoanCirrus allows you to setup Debt Collectors and Debt Collection Companies to be used in the collections planning and management module.

To add a Debt collection Company click ” Risks” in the top navigational menu on the Admin Panel then select “Collections” from the submenu options provided.

Click on the

tab on the page that is rendered to add a debt collection company.

Input the details then click

The Companies table will be populated accordingly.

Once added you may edit or delete the collections company information by clicking

then selecting the appropriate action.

Add a Debt Collector

Click on the

tab

then click

to add a debt collector.

Input the details on the page shown below

then click

The Debt Collectors table will be populated accordingly.

Once added you may edit or delete the collections company information by clicking

then selecting the appropriate action.


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