Have additional information for the servicer? Here's how to provide it.

While CollBox can usually pull everything a debt collector needs straight from your accounting books, providing additional details on the debtor or the debt can occasionally be useful.

Additional contact information (other phone numbers, aliases, etc.), or information about what was said on the last call with the debtor can often enable the servicer to get you paid more, faster.

The easiest way to provide this information to the servicer is through the CollBox platform, as follows:

  1. Click on the yellow 'Collecting' box on the right side of your CollBox dashboard to see the placements you have in collections:

https://f.hubspotusercontent40.net/hubfs/2137841/Screen Shot 2021-02-23 at 8.53.00 PM.png

  1. Click on the placement you'd like to provide additional details on.
  2. Click the 'Message Servicer' button below the collection agency details on the placement screen:

https://f.hubspotusercontent40.net/hubfs/2137841/Screen Shot 2021-02-23 at 8.58.57 PM.png

<aside> 💡 Note: The 'Message Servicer' button will not be visible if the placement is in the 'Hold' state. Once the hold has been released you will be able to send messages.

</aside>

  1. Fill out the text field in the pop-up and click the 'Send' button:

https://f.hubspotusercontent40.net/hubfs/2137841/Screen Shot 2021-02-23 at 9.18.22 PM.png

CollBox's integrated messaging tools make it easy to know where to send extra information, as well as to track what additional details you've passed along as the details of the message will be logged on the placement screen.

Keywords: customer payment, manual, payment received