Compare CWX vs. Collections MAX

Comprehensive client management software encompasses all essential features required for effective oversight of a client base, including complete trust accounting functionalities. Additionally, it includes extensive debtor management capabilities that facilitate the efficient queuing of accounts for follow-up, the modification of account statuses, the establishment of payment promises, tracking of commitments, scheduling of payments, generating letters, and maintaining permanent notes. The system also features a document imaging module that enables the scanning of images into the platform for seamless attachment to client accounts. Furthermore, it allows for the integration of delinquent accounts into a web dialer based on various criteria, supporting both inbound call handling and message dispatch to debtors, while also providing automatic updates to debtor records from the results of the dialing process. Moreover, the system supports an unlimited capacity to add new clients, debtors, employees, letters, statuses, and other essential components, ensuring that the management process remains robust and scalable as needs evolve. This flexibility ultimately enhances the overall efficiency and effectiveness of client and debtor management within the organization.

Utilize a compatible merchant account from one of our partners or our innovative Payment Runner system to process post-dated credit card and ACH payments. The Auto-post feature allows for seamless entry of payments into the system, which in turn automatically refreshes the balances on debtor accounts. Clients have the convenience of accessing real-time information regarding their accounts from current placements, along with the ability to view collector notes and add their own annotations to the account log. Our charts page offers historical data and forecasting capabilities, enabling clients to monitor the progress of their accounts and anticipate incoming payments and commitments. Moreover, effortlessly locate debtors when they contact you by searching your database using various criteria such as phone number, file number, account number, custom fields, first name, full name, last name, email address, social security number, or through a comprehensive search covering all database fields. This level of accessibility and organization ensures that clients can manage their accounts with ease and efficiency.