The following is a list of feature available in Version 4 of CollectMax. For Information on obtaining these features, please contact the Sales Department.
Available with a selection criteria of Placement Date Range.
Original Creditor and Additional Account Number fields have been added to the Debtor's Summary Tab.
Bold Litigation Buttons
Changes Litigation buttons bold with the addition of data into associated data fields.
Create case style headers to be printed with court documents. Multiple case styles can be created and
Charge Off date field has been added to the Debtor's Claim Tab.
This is useful for Subrogation claims or claims where there are multiple client representatives. Users can then select the appropriate agent for a debtor account. Allows users to define several client agents to attach to a client account. :
Client Id Reassignment by Batch
Reassign all accounts attached to one client to another client.
Import an existing debtor's demographics when adding a new account.
Add a color to selected type codes to display on the debtor's account.
Date Relative Payment Allocations
Set the claim to automatically change the payment allocations after a specific event like judgment.
Add and attach a payment plan to one or more debtors on an account.
Available with a selection criteria of Court Code.
Enhanced Advanced Options on Debtor PreSets
Allows users to add up to 3 actions when a claim is added.
The Asset Screen has been changed from 3 memo fields to 3 separate vehicles and property address fields as well as other asset and comment fields.
Enhanced Cost Detail Report
Select to include Cost Notes on the Remittance Cost Details Report.
Enhanced Debtor History Display Options
View the debtor history for only Tagged History Notes, Misc Notes, and Image Notes.
Change the Account's Responsible Assignment when a document is printed or put on the printlist.
Enhanced Email Options
Set system or client level defaults for the body of the history and image emails.
Last Verified Field added to the Employment Screen.
Enhanced Extended Account View
Select a variable to be displayed on the Extended Account View Screen.
Filed Date, Debtor Service Date and Bank/Employer Service Date fields have been added to the Garnishment Screen.
Enhanced Judgment Adjustments
Gives users the option to adjust transactions posted after filing to be reflected against the judgment balances. Users will have the ability to designate which transactions are credited as post-judgment.
Enhanced Liens
Adds the Docket Number and Lien County Fields in the Lien Section of the Litigation Screen.
Allows users to print a range of documents on a print list or move a range of documents on a print list.
Set or change the protected password for each process requiring a password.
Enhanced System Security
Adds tab level security to the reports section of CollectMax.
Add a pop-up message to be displayed when users exit an account and stop users from modifying history entries posted by other users.
Filing Action and Status Change
Set an action and status code change when a filing is posted.
Filing Comments
Add filing comments with up to 255 characters.
Find debtor accounts by the debtors phone number.
Group related documents to be printed at one time rather than printing them one at a time.
Check debtor history entries for misspelled words.
Import the principal, fees and cost balances into the Judgment balance.
Change the debtor preset options for all or a group of clients.
Adds a count of actions listed on the My Actions Screen.
Payment Transaction Report Set the report to export to excel and/or to print only reversals. :
PMT Transaction-Paid By
Adds the garnishee names to the paid by list on payments with the garnishment method.
Reprint Final Remittance Reports
Reprint remittances reports that have already been finalized.
Add an accepted settlement amount on a claim and CollectMax will track payments and notify the users when the settlement amount has been reached.
Use a web service to look up information on a debtor by name.
Automatically assign a court based on certain factors including balance, zip or county.
View client statistics such as number of open accounts, number or open claims, total placement balance, and current total balance.
Enhanced Simple Data Extraction
Copy existing Simple Data Extraction Templates and use an action or last payment date selection criteria to extract the report.
Request file folder labels from the debtor's account.
Batch Complete Action: Complete a batch of action codes instead of one by one.
Enhanced Completion Codes
Add up to 3 actions codes when an action is completed.
Use the selection criteria of invalid/bad phone numbers and filing or judgment dates to define the accounts a worklist.
Print checks by the user that originally requested the check. :
MS- Outlook Integration
This feature is no longer available.
Attach a document image to the debtor accounts when processing batch letters.
Import properly named images from a directory into the correct CollectMax Account.
Enhanced Advanced Options on Debtor PreSets
Set automatic documents to add an image to imaging when the documents are printed. :
Find a debtor's account by the attached Insured's name.