Industry solution
Debt Review
PaperTrail debt review software lets debt counsellors and credit providers communicate and negotiate easily, with Form 17.2 handling built into workflow.
The PaperTrail solution
PaperTrail brings sanity in the heavily regulated debt review industry
The problem. Debt review runs on strict, regulated steps between debt counsellors and credit providers. Forms and proposals sent back and forth by email are slow to process and hard to track.
- PaperTrail debt review allows debt counsellors and credit providers to easily communicate and negotiate. Special functionality such as form 17.2 capturing, allows debt counsellors to log on and submit the necessary information.
- This solution is suitable for both credit departments and debt counsellor.
- A unique and innovative solution designed with industry standards in mind.
What changes
- 01 Counsellors and credit providers on one system. Both sides communicate and negotiate in one place.
- 02 Form 17.2, built in. Debt counsellors log on and submit the information directly.
- 03 Works for both sides. Suitable for credit departments and debt counsellors, designed around industry standards.
Platform capabilities
Built on the PaperTrail platform.
- 01 eForms Automate collection of data and gathering approvals See the feature
- 02 Routing and Workflow Streamline processes with automated routing and a rule-based workflow See the feature
- 03 Security Secure your documents from internal and external threats See the feature
- 04 Reporting Report on any SQL data within the PaperTrail EDMS See the feature
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Further reading
Solutions
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Our Clients Fuel Our Passion.
Schedule a demo
Talk to us about Debt Review.
- support@egis-software.com
- 138 Athol Street, Highlands North, Johannesburg
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