Collection-Manager System by ISI Of Lisle, Inc.

Credit & Collection Software: Collection-Manager is an integrated collection system which manages all aspects of the Commercial or Retail collection process. It tracks the entire collection cycle.



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C O L L E C T I O N - M A N A G E R


Integrated Collection & Litigation Support System


For In House Pre-Collect, Retail or Commercial Collections


Developed By

I.S.I. Of Lisle, Inc.
4736 Main Street
Suite 4
Lisle, Illinois 60532

Office # 630-969-2340
Fax # 630-969-2363
E-Mail isioflisle@aol.com _________________________________________________________________


A PARTIAL LIST OF THE FUNCTIONAL CAPABILITIES
OF THE SYSTEM FOLLOWS.


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Collection-Manager
PRODUCT CAPABILITIES



System Overview:

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Collection-Manager is an integrated collection system which manages all aspects of the in house Pre-Collect, Retail or Commercial collection process. The system tracks the entire collection cycle from the time of initial entry, through litigation and final settlement. Debtor payment processing, Trust Accounting, Client status reporting and Client Modeling are just a few of the many functions provided by this comprehensive package. A summary explanation of some of the primary system functions follows.

Client Modeling (An ISI Exclusive) - Allows our users to set up unique system processing criteria with automatic letter and document preparation facilities. Automatically handles unique fee structures, forms, interest rates etc.

Dunning, Demand & Acknowledgment Letters - User definable letters are setup on the system and automatically prepared by ISI's Modeling software. Interfaces to most word processing systems are available.

Complete Debtor Tracking & Control - Follow-up reporting with Online inquiry into debtor data base and calendar.

File Import / Export Facilities - Allows our package to import data from an existing client data base and export our data to other software packages. No need to re-enter you data if you are converting to the Collection-Manager system from another package. ISI can convert your data automatically!

Variable Interest Rate Calculations - Allows users to set up variable interest rate calculations with pre & post judgment requirements automatically taken into account.

Court / Docket Calendar - The system will calendar attorney and debtor critical dates for instant access.

Flexible Forms Generator - Allows user and ISI to generate custom forms and letters for virtually any reporting requirement. Your standard Demand and Acknowledgment letters can be prepared by the system or automatically exported into your word processor.

Integrated Trust Accounting & Billing - Manages the trust account and the attorney or operating account. Prepares checks to clients, forwarders, courts etc. Processes the remittance checks and direct payments from the debtors, with gross and net billing options. Prepares the statements to the clients.
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Collection-Manager
PRODUCT CAPABILITIES



Automatic Legal Form Generation - Coupled with our Forms Generator and Modeling program, Complaints, Summons or any other form can automatically be scheduled and prepared by our system based on your standards.

Status Reporting - Up-to-date information to report back to clients or forwarders concerning the status of all the files being managed by the system.

Optional Online Client Interface - Allows your clients to dial into your system on an inquiry basis for instant access to their information only. Also, automatically load your data files into the Collection-Manager system with our Import utilities.

Collector Follow-up Reporting - Follow Up reports by collector of assigned files by date to assist in phone contact procedures.

Built In Security & Privacy - Password protection to all functions within the system. User defined.

Flexible Cost & Fee Schedule Parameters - Allows the user to establish many cost and fee parameters involved with the processing of their files with the added ability to generate cost checks.

Collector Queues - Automatically sorts and schedules the accounts assigned to a collector into several sort sequences to ensure all files are followed up on within certain parameters. (i.e. Balance, Follow Up Date, Status etc.)

Menu Driven with On Line Help - The system is designed for clerical level personnel with on-line Help menus built into the software.

Personnel Productivity Reporting - Track collections efforts by collector to determine productivity.

On-line Credit Reporting - Tie into TRW, Trans Union or Equifax to automatically download Credit Reports, Address and Employment verifications with many other reporting options right from your system.

Multi-Account Processing - Ideal for retail or medical collections where there is the need to track individual account balances (i.e. multiple credit cards) while maintaining the overall debt. Payments can also be spread based upon individual account allocations.

Data Imaging System - Eliminate the time consuming process of finding, copying and faxing debtor invoices with our CD-ROM based imaging system. Retrieve and fax your clients documents on-line.

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Collection-Manager
PRODUCT CAPABILITIES



Closed File Data Base - Provides our clients with the ability to transfer closed debtor data to a separate Closed Data Base system with the ability to retrieve the data or transfer it back to our Active System. This feature greatly improves the speed of our daily processing programs while allowing our users the ease of on-line retrieval when needed without losing notes & detail payment data.

Multiple Office Support - Tie in multiple remote offices and share or consolidate data base applications.

Optional Time & Billing System - Prepares hourly and flat fee statements for clients. Allows input of time with user defined project codes. Integrates into the Payment Processing system for the inputting of client payments and the Diary system for note taking and forms preparation.

Data Dictionary - ISI developed an integrated data dictionary with the Collection-Manager system to allow users to extract specific information from the system without having to write programs.

Optional Report Writer - Allows our clients to design their own reports with full math functions, multiple file support and a direct interface into the Collection Manager data base.

On Line / Real Time Support - Our clients are supported online via dial up modem for instant system support and maintenance.

Conversion Support - ISI provides complete conversion support to automatically convert existing data base formats into the Collection-Manager system.

Complete Turnkey Installation - ISI can provide the entire system including the software, hardware, conversion support, training and maintenance. ISI can configure the appropriate system configuration for the unique needs of your office.

System Platforms:
Stand Alone Personal Computer
Novell Local Area Network
Digital Equipment Vax Mini Computer
Multi - User Systems
DOS 6.0 and higher
Windows 3.1, Windows NT, 95, 98 & 2000
Windows For Work Groups - Peer-To-Peer

Collection-Manager is an integrated collection system which manages all aspects of the Commercial or Retail collection process. The system tracks the entire collection cycle from the time of initial entry thru litigation and final settlement.


Any interest? Please respond to the following Client Survey.



Client Survey System Requirements

A. Approximate number of debtor files to maintain?

Anticipated annual growth per year?

B. Number of concurrent users to be served by the new system?

C. Present Computer Description (if any) Model & Operating System.



a. Task being performed by the system.





b. Is the new system going to replace the existing system?   Yes No
If yes, do you need the data automatically converted by us? Yes No

D. Your objectives of the system.
a.
b.
c.
d.

E. Primary new system functions needed at your office. Check all that apply.

a. Dunning Reporting
b. Trust Accounting
c.  Variable Interest Rate Calculations
d. Collector Follow-Up Reporting
e. Legal Form Preparation (Summons, Complaints etc.)
f. Check Preparation (Cost & Client/Forwarder)
g. Court Calendar
h. Professional Time & Billing
i. Automatic Download of your Clients data
j. IBM System/36, System/38, AS/400 Conversion Aids
k. On-Line Client Inquiry
l. Check Reconciliation
m. On-line Credit Reporting Interface
n. Report Writer
o. Skip Tracing
p.

 
Administrative Data

A. Desired Start-Up date of new system?

B. Priorities - Which functions need to be available first, second, etc.

a.

b.

c.

C. Primary Contact:

Contact Name:

Company:        

Address:          

City St. Zip

Phone

Best Time To Call

E-Mail

D. Whose decision will it be to approve the new system?

E. Operating budget for this project?

F. Do you want lease rates quoted in our proposal.

If yes, number of years

G. Does office personnel have experience operating a computer. Yes No

H. Additional Comments

   




E-Mail us with any questions or for further info. Click Here Please include in your E-Mail the response to our Client Survey
 

Credit & Collection Software: Collection-Manager is an integrated collection system which manages all aspects of the Commercial or Retail collection process. It tracks the entire collection cycle.