Step 1. One person, one screen
The client and what they signed
Who they are, what they signed, what they've paid, who has spoken to them, and every document — six tabs, no folder, no spreadsheet, no walking to someone's desk.
- Overview, Contract, Payment Ledger, Collections Notes, Documents, Timeline
- The vehicle, the monthly amount, the term and the date signed, in one place
- ID scans and signed paperwork attached to the record, never to an inbox
“Where does that live for you today?”
In the product: Debtors → client