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Cross Module Features and Information Sharing
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Many debt management clients have needs in their financial situation that cross
multiple debt management sectors; upside down mortgage, excessive credit card debt
and maybe even some uppaid taxes. Most Debt Settlement software products only handle
a single sector of the market and therefore client data must be double entered if
multiple sectors are serviced for the client. Not with Satago ®; client contact and
most finanical profile information is entered and managed in one set of records
and shared across all the Satago ® System modules, making client data management more
productive with higher accuracy.
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Module Data Separation
Due to regulations and business line segregation needs; a single client record can
be shared across different accounts based on the Consumer Debt Financial
Services industry sector.
Clients can sign up for one Account, say Debt Settlement and at a later date be
added as a Mortgage Modification account; no need to re-enter client account information
or financial data, just initiate the contracting and approval workflow to begin
servicing their Mortgage Modification needs.
Managing Business, Personal/Consumer and Hybrid Accounts
types
In these economic times we are seeing individuals with small businesses getting
hit both ways, as a business and in their personal finances. Satago® supports clients
that have Debt Management needs for their business and personal needs; all in a
single client record.
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