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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

FinView is an innovative, cloud-driven debt collection solution tailored for agencies seeking to enhance and streamline the entire debt recovery process via automation, integrated data, and centralized workflows. By merging case management, communication tools, analytics, and customer self-service functionalities into one cohesive system, it empowers teams to optimize their operations and achieve better collection results. The platform offers a consolidated workspace that provides agents with a comprehensive view of each case, encompassing debtor details, payment arrangements, communications, and necessary documentation. Additionally, integrated features like TaskDesk and Inbox facilitate task management and enable multi-channel communication from a single interface. With its user-friendly drag-and-drop builder, FinView enables organizations to create automated workflows, allowing them to define rules, orchestrate processes, and connect with debtors across various channels without the need for coding expertise, ultimately enhancing efficiency and effectiveness in debt recovery efforts. Furthermore, this system's ability to adapt to the unique needs of each agency ensures that they can tailor their approach to fit their specific operational requirements.

Description

Client, defendant, sheriff, attorney, tracer, and agent information is inputted just once and can then be easily accessed through selection. The current status of the case is presented on a single screen, showcasing the latest statement along with interest calculations accurate to the present date. Information required for generating system reports, legal documents, and other correspondence is entered one time and utilized as needed throughout the process. Costs associated with various procedures are automatically calculated, while additional expenses like postage and phone calls are added manually through selection. A comprehensive list of completed actions, such as Final Demands and Summonses, allows for a quick overview of the case's position within the legal framework. The system effectively tracks documents, indicating their location in courts, with sheriffs, agents, or tracers. Additionally, a robust search capability is integrated into the system, and tasks like envelope addressing are generated automatically, streamlining the workflow. This efficient management of legal matters not only saves time but also enhances overall productivity.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Beefree
ClickSend
D&B Connect
Exact
Microsoft 365
Microsoft Azure
PayPal
Ponto
QuickBooks Online
Revolut
SendGrid
Stripe
bunq
iDEAL

Integrations

Beefree
ClickSend
D&B Connect
Exact
Microsoft 365
Microsoft Azure
PayPal
Ponto
QuickBooks Online
Revolut
SendGrid
Stripe
bunq
iDEAL

Pricing Details

Free
Free Trial
Free Version

Pricing Details

$720 one-time payment
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

FinView

Country

United States

Website

www.finview.ai/

Vendor Details

Company Name

LegalSoft

Founded

1999

Country

South Africa

Website

www.legalsoft.co.za/

Product Features

Debt Collection

Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management

Product Features

Debt Collection

Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management

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