Lending

Work the collections queue

Prioritize overdue accounts, log contacts, and capture promises to pay.

1. 1

   Open Collections or Risk & Arrears.

2. 2

   Filter by branch, product, and days past due.

3. 3

   Log calls, visits, and SMS. Record a promise with a date.

4. 4

   Escalate to recovery when policy thresholds are hit.