Loan Collection Software and
Customer Relationship Management

• Collection System

  Collections are vital to your profitability and GOLDPoint Systems offers one of the premier collection-tracking systems in the industry.

  The Collection System makes it easy for collection officers to quickly locate vital information using customized collection queues separated by variable categories (i.e. Bankruptcies, Charge-offs, Repo's, Insurance Claims, and any number of Days Late), promise/broken promise tracking, follow-up features, comments, codes as shortcuts, and more.

  The Collection System allows collectors to review daily online lists of delinquent loans. From these lists, the collector can view items such as borrowers' names, telephone numbers, due date, total due, and other general loan information. As the collector acts on the loan, comments and actions taken can be documented online and stored in history.

  The system also reminds collectors to follow-up. For example, the collector receives a verbal agreement from a borrower that a payment will be made within ten days. The collector logs this agreement and enters a follow-up date as eleven days in the future. On the eleventh day, the system adds this loan back to the list of delinquent loans for the collector to check. The collector then looks on the collection screen to see if the borrower has made the payment.

  Bankruptcy and Foreclosure screens area also provided to store and track information.

• Customer Relationship Management

  GOLDPoint Systems helps businesses resolve untapped growth potential residing with existing customers using CIM GOLD^®.

  With just a click away, CIM GOLD provides all of your customer's information in one application, allowing you to tap into the profit potential through the customer.

  CIM GOLD provides in a single location, a quick profile of the variety of accounts or products from a customer including personal and business accounts. CIM GOLD then additionally provides a comprehensive view of the same information, including corresponding balances by combining information from the loan, deposit, and CIF systems.

  CIM GOLD then becomes a valuable resource for your call-center personnel because it allows them to determine which products or services a customer lacks, which accounts are maturing or coming due, and more.

  CIM GOLD provides ways to market to your existing and former customers by using Solicitation List Queues and Merge Letters. These can be generated in your office immediately or simply mailed directly from GOLDPoint Systems.

  In CIM GOLD you can initiate some of the following monetary transactions which include: collection processing, payment  processing, custom marketing letters, follow-up queue processing, inter-office account moves, and on-demand portfolio statistics.