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Debt Settlement Workflow

This document outlines the workflow for enrolling a new client in a debt settlement program. It includes steps for collecting client information, analyzing debts and budget, generating enrollment documents, obtaining e-signatures, and uploading signed documents. The process involves using the client dashboard to pull credit reports, add creditors, save budgets, and edit enrollment plans. E-signatures are obtained through ClixSign and signed documents are uploaded to the client file.

Uploaded by

Andrés Flórez
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75 views6 pages

Debt Settlement Workflow

This document outlines the workflow for enrolling a new client in a debt settlement program. It includes steps for collecting client information, analyzing debts and budget, generating enrollment documents, obtaining e-signatures, and uploading signed documents. The process involves using the client dashboard to pull credit reports, add creditors, save budgets, and edit enrollment plans. E-signatures are obtained through ClixSign and signed documents are uploaded to the client file.

Uploaded by

Andrés Flórez
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Debt Settlement Workflow

CRM

- Contacts
- Add contact

Contact Info

- Home & Cellphone (Match)


- First & Last Name

Address Info

- Google Address
- Copy & Paste Address

Contact Info

- Email
- Date Of Birth
- Social (Save)

Clients Dashboard

- Click on Debts Tab


- Click “Pull Credit Report”
- Transunion
- Docs Tab
- Uploaded Files
- Click on the 3 dots on the right of the Transunion document
- View in new Tab
- Click and drag tab to your second screen
- Click “Creditors”

Creditors

- Add creditors that your client needs help by clicking “Enrolled”


- IF under $7500 or in a NON DSP State proceed to DMP Workflow
- Once done click your clients name to go back to the Dashboard

1
Clients Dashboard

- Click on “Debts” Tab to see how much your client is paying write it down
- Click on “Budget Analysis”

Budget Analysis

- Complete your clients budget


- Once budget is complete, click “Save Budget”
- Click your clients name to go back to the Dashboard

Clients Dashboard

- Click on “Enrollment” Tab to see what payment you will be pitching your client

Enrollment

- Only change the “Base Plan” and “Program Term”


- Scroll down to “Choose Base Plan”, Choose the appropriate Base Plan

FFL $10-$19,999

FFL $20-$29,999

FFL $30-$49,999

FFL $50k+

- Scroll down to “Edit Program Length”, Refer to “Program Term Length Sheet”

2
- Once you make the necessary changes, Write down the new term
- Scroll down to “Total Payment” column, Write down the “New Payment” and the
“New Estimated Pay Off” which is the final number under the “Total Payment”
column
- Click on “Save Enrollment Plan”
- Click your clients name to go to the “Dashboard”

Client Saving Analysis

- Use https://www.ldfservice.com/calc99/ to calculate clients payoff without our program


- Calculate “Clients Monthly Savings” (Current Payment - New Payment)
- Calculate “Clients Overall Savings” (Current Payoff - New Payoff)
- Click the “Creditors” Tab

Clients Dashboard

- Use “Click to Edit” which is on the right of “Enrolled Column” on each account you
are trying to help your client with
- Once you do the information of the creditor you chose to edit will populate on the left
side of your screen
- Find where it says “ Account Type”
- Classify your creditor as (Credit Card, Unsecured Loan, Auto Loan)(Cross reference
with Transunion document on your second screen)
- Scroll Down “Hit Save”
- Make sure to do the previous 5 steps for all the creditors your client needs help with
- Click your clients name
- Click on “Edit Contact”

Contact Info

- Click on “Additional Information”

3
- Spark note the client hardship (DO NOT SPEND TOO MUCH TIME ON THIS YOU
WILL BE COMING BACK TO THIS LATER)
- Choose one option from “Financial Hardship” that best describes your client hardship
- Click on “Save and Exit”
- Click on “Enrollment”

Enrollment

- Click on “Edit Enrollment Plan”


- Choose your clients “First Payment Date”
- First payment can be as early as 3 business days, latest is 3 full weeks out (possible to
extend by manager)
- Then choose your clients “Recurring Start Date”
- Set “Recurring Start Date” to 1 month out from first payment.
- DO NO TOUCH “FREQUENCY”
- Choose the “Custodial Account” as “Forth Custodial”
- Click “Save Enrollment Plan”
- Click “Ok”, “IGNORE THE ERROR”
- Click your clients name
- Click on “Edit Contact”

Contact Info

- Click on “Additional Information”

Elaborate on the clients hardship description - Minimum of 5-6 sentences in first person point of
view. (e.g I lost my job which made me fall behind on my payments)

- Click on “Save and Exit”

Clients Dashboard

- Click on “Bank Account”

4
- Type the “Routing Number” first
- Select the “Routing Number” from the drop down, which will auto fill the “Bank
Name”
- Put the “Account Number”
- Copy & Paste your clients name in “Name On Account”
- Save Bank
- Click on “Edit Contact”

Contact Info

CAPC

Start on Contact Info, Fill out Marital Status, Fill Out Dependants

- Employer (Employer Name, Occupation, Employment Years, Employment Months)

- Click on “Save and Exit”


- Click on “Docs”
- Click on “Generate Documents”

Generate Document

- Under “Choose a Document Template”, Choice the right agreement


- Send “DPG-Zero Balance Agreement First”, then “FFL and PDLW Agreement Second”

DPG-Zero Balance Agreement - (Percentage)

State Specific Contracts - IA,ID, MT, NV, PA, UT, CO, GA, TN, TX, WA

FFL and PDLW

5
- After you choose the right contract
- Go to “After Creation”, Check “Send to ClixSign” Only
- Click “Generate Document Template”
- Turn Off “Send SMS”
- Click “Send For Signatures”
- Click “Docs”
- Under “E-Sign Docs” find the agreement you just sent
- Pay attention to “Status” and “Signers Left”, Status will change from “Sent” to “Pending”
once your client has opened the document, “Signers Left” will change from “1” to “0”
once your client has completed the document, and finally the Status will change from
“Pending” to “Completed” once the agreement has been signed.
- Once completed, click on the 3 dots next to the DPG-Zero Balance Agreement you
sent.
- Click on “View Details”
- Under “Document Actions”, click view, then print.
- Click the drop down next to “Pages”, Choose “Custom” Only save DPG (20-29 or
19-28) select those pages and save as pdf under (ClientsFullNameDPG)
(eg.PeterRobinsonDPG)
- Click clients name
- Click “Docs”
- Under “Signed Contract” click “Upload Signed Contract”
- Choose file (ClientsFullNameRAM) or (ClientsFullNameGCS)
- Under “Document Type” choose “ACH Authorization”
- Under Description type “Agreement”
- Click on “Upload File”
- Once “FFL Agreement” is signed
- Click the download button to the right of the magnifying glass
- Once downloaded, Click, Hold, and Drag the document anywhere on the screen
- Classify as “Legal Document”
- Then type in the description, “FFL Agreement”, then hit “Upload”
- Click Enrollment the “Submit File” (For training DO NOT hit “ Submit File)
- Send Enrollment Email to (kuvina@caprocessing.com)

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