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Description
CollectXpert is a comprehensive solution for managing the entire debt collections process, enabling businesses to handle collections from start to finish. It seamlessly integrates with both on-platform and off-platform applications, powered by a robust configuration-based rule engine. As the sole Salesforce-native AppExchange offering tailored for businesses of various sizes, CollectXpert provides exceptional automation capabilities, sophisticated segmentation features, and strategic management tools that bolster cash flow, reduce manual labor, and enhance recovery rates—all while prioritizing customer empathy and regulatory compliance.
- User-Centric Configuration: Develop strategies, workflows, and rules independently of IT.
- Complete Oversight: Instantly understand the status of each customer.
- Compliance and Compassion: Ensure adherence to regulated collection practices with a focus on empathy.
- Quick Return on Investment: Achieve lower Days Sales Outstanding (DSO) and heightened recovery rates.
- Adaptable for Expansion: Suitable for teams ranging from mid-market to large enterprises.
Reach out to us to arrange a demonstration of our platform and discover how it can benefit your organization.
Description
MeridianLink Collect is an innovative cloud-based platform designed specifically for financial institutions to streamline and expedite the management of delinquent accounts. Featuring a contemporary and intuitive interface, it replaces traditional manual processes and spreadsheets with flexible queues, automated task management, and multi-channel communication options, including email, SMS, and phone calls, all while providing real-time tracking of payments. The system includes dynamic dashboards and both prebuilt and customizable reporting tools, allowing organizations to effectively assess portfolio performance, monitor collector efficiency, and analyze case-specific information through integrations with core systems and external data sources. Additionally, it comes equipped with compliance-ready checklists and integrated controls that help maintain regulatory standards. Seamless connections with other MeridianLink products, as well as payment processors, skip tracing, e-signature, repossession, and insurance systems, enhance its functionality. As a fully hosted Software as a Service (SaaS) solution, Collect eliminates the need for any installation or system upgrades, ensuring that users benefit from the latest features without the hassle of maintenance. This comprehensive approach not only simplifies debt collection but also empowers financial institutions to operate more efficiently in managing their delinquency processes.
API Access
Has API
API Access
Has API
Integrations
MYOB
MeridianLink Consumer
MeridianLink Insight
MeridianLink One
MuleSoft Anypoint Platform
SMS Broadcast
SMS-Magic
Salesforce
Salesforce Agentforce
Salesforce CPQ
Integrations
MYOB
MeridianLink Consumer
MeridianLink Insight
MeridianLink One
MuleSoft Anypoint Platform
SMS Broadcast
SMS-Magic
Salesforce
Salesforce Agentforce
Salesforce CPQ
Pricing Details
From $199/month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CollectXpert
Country
Australia
Website
collectxpert.com
Vendor Details
Company Name
MeridianLink
Founded
1998
Country
United States
Website
www.meridianlink.com/products/collect/
Product Features
Debt Collection
Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management
Product Features
Debt Collection
Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management
