iColligo comes with all the tools and features you need to efficiently manage all aspects of your collection practice. From entering new accounts and ledgers, to generating collection letters and producing status reports, your iColligo system has you covered. iColligo comes complete with the following major functional areas:
Account Center
The account center shows all pertinent information for an account on a single screen where it is readily accessible with a single click. Gone are the days of having to look through a filing cabinet or read through handwritten notes to figure out where you stand on a particular account. iColligo organizes all the information for a specific matter and presents it in a concise and orderly format.
You can quickly review an account while on the phone, see what actions have been performed on the account, give the debtor an accurate account balance and even email the account ledger and account notes in real-time. Every interaction with the account is logged so no matter who handles the call the next time, they will be better able to respond to account inquiries.
The account center is where you would also set up payment plans, manage bankruptcy information and enter payments. All of these activities are managed by rules set up in advance so accuracy and efficiency are both improved.
Workflow Manager
Associations have different rules for how they want their collection matters handled. Some may want 30 days between a final demand and an intent to lien letter. Others may want 45 days and only proceed if approved by the board. Still others may want special language in their letters that is specific to them. Without iColligo, managing all these rules and processes is a difficult and time consuming process.
With iColligo, it's a breeze. The workflow manager allows you to define a workflow that manages all the steps of the collection process. You establish the rules and to when the next document the process should be created and the system tracks and manages this so you'll never miss another document deadline.
You have the flexibility to set up a generic workflow that can be used by multiple associations or create a specific workflow for a single association.
Document Integration
Managing your letters has never been easier. iColligo is fully integrated with Microsoft Word so changes to letters can be accomplished in minutes without any coding or HTML expertise. If you can use the Word mail merge feature, you can use iColligo.
This integration makes it possible for you to have custom language for your associations that require it. Set up the document template for the association and all documents will be produced using that template.
Once your documents are created created from the template and are ready to be signed by the attorney, iColligo produces all the necessary letters and labels so all you have to do is print, sign and mail. You can even keep an electronic copy of the actual signed letter for your records, eliminating the need to maintain a paper copy.
iColligo fully automates the document creation and management process. It is not uncommon to realize a process improvement of over 100% with iColligo.
Reporting
With a host of managerial and status reports, you can keep a pulse on all your collection activites. Since you can open up certain reports to property managers and board members, status reports are generated on the fly in real-time without any involvement from your staff.
Manager & Board Access
iColligo is designed with 3 primary users in mind: internal law firm users, and external management company users and board member users. The comprehensive roles and permissions system allows you to open up select aspects of iColligo so managers and board members can access the information they need directly.
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