Certain features in the application make sense to provide across all the modules
like Client contact management; scheduling and event management, lead processing
and enrollment. While in other cases, due to data segregation needs and regulations
other data capture interfaces are unique to a module.
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more on Common Features
Scheduling and Task Management across Multiple Debt Management Programs
Should agencies take on more Debt Management sectors in their business such as adding
Mortgage Modification to their existing Debt Settlement business; customer service
personnel are likely to be used in support of clients in both programs. Therefore
scheduling and tasking should be integrated to represent an Agents overall schedule
regardless of which debt program is involved in the scheduled event. Bridging these
schedules in different products would require multiple schedule managers to be running
and the likelihood of double booking an Agent is much higher. With Satago
®, each
user has a single schedule to manage yet any module can push events and tasks into
the users common schedule.
read more
on Common Features
Lead Management and Enrollment
We have found that leads for Debt Settlement, Mortgage Modification, Credit Counseling
and Tax Settlement largely come in with the same imformation. Client Contact information,
employment information, financial and creditor data, etc; data that is needed for
evaluation and pre-qualification no matter what Debt Management program is involved.
If you only service one sector of the Debt Management industry, Satago
® is going
to take care of your needs just fine. For those expanding into multiple sectors
are positioned well with Satago
® to take advantage of a common set of lead management
features that can support them accross multiple sectors, increasing productivity
and maximizing integration with affiliates and vendors. Enrollment and contracting
on the other hand is quite different between Debt Programs and therefore custom
enrollment workflows are available for each program type with the ability to create
unique agreements and communications templates.
read more on Common Features
