Portfolio1 Asset Management Software Click here to see screenshots Click here to download a trial of Portfolio1
Portfolio1 Software is an asset management software that is designed to give the user a greater range of functionality that is not available in the ordinary collection software. The typical collection software processes tends to be more one dimensional, viewing files on an "individual debtor" basis. Portfolio1 Asset Management Software allows the user to manipulate portfolios on a broader basis, as well as on an individual basis.
Collection software plays a vital role in our industry, but, in reality, it is designed for the primary role of contacting debtors, collecting debt, and accurately reporting revenue to clients. Portfolio1 Asset Management Software enables the user to move and manipulate an account, or any number of accounts. A debt buyer needs to be able to freely and easily move files.
Portfolio1 Asset Management Software provides the user with the ability to maintain entire portfolios, or portions of each portfolio. The user can outsource files to three different collection agencies, and one law firm. Portfolio1 also tracks and reports payments by each.
Maintains Active Inventory
· Import your accounts easily
Manually, one at a time
By mass, from a spreadsheet
· View and alter debtor contact information
Current address
Contact phone numbers
· View account information
Portfolio ID
Account numbers
SS# and DOB
Dates Original lender information
· Maintain Outsource Information
For up to three (3) outsource agencies
Post remits
Calculates net and gross remits
Retains placement dates and recall dates
Tracks advanced costs and refunds
Preserves outsource agency monthly status
· Legal Files
Keeps track of files sent for legal
Post remits from law offices
Tracks media requests
· View file notes
· View payment history
· Easily move files where you need them to be
Move to sale of accounts
Remove files, but keep their history in-tact
§ Client information available at your fingertips
§ Report writer
Liquidation reports
Confirmation of placement reports
Remit reports
Status reports
Z reports
Multiple account management report
Report wizard to easily create your own
· PODs Scoring and Evaluation
Sold separately Maintains Sale of Accounts
· Stores Debtor contact information
Addresses
Phone numbers · Stores valuable accounts information
Accounts numbers and reference numbers
Balance information
Important dates
Tracks Portfolio information
· Quick access to client information
· One click reports of “Available Accounts”
Create spreadsheets quickly and easily
View Breakdown by state
· Identifies debtors with multiple accounts (by SS#)
· Updates buyer information once files are sold
· Easily moves files from “Sale of Accounts” to “Sold” tables
Sold Accounts
Phone numbers
· Stores valuable accounts information
· Quick access to past client information
· Tracks buyer information
· Easily restores files to Sale of Accounts
Z Accounts
· Tracks seller information
· Stores “Putback” data, including bankruptcy case info