REVOLUTIONISING the DEBT INDUSTRY and the way Debt Counsellors do BUSINESS.
We offer all accredited NCR Debt Counsellors a sophisticated web-based application, designed to enhance BUSINESS GROWTH, BOOST PRODUCTIVITY, and MINIMISE OVERHEAD COSTS.
Our Service Offering
The iDOCS system is a web-based, multi-tenant CRM system with quoting capabilities, allowing you to load products and services that your practice has negotiated with your relevant product and services suppliers, respectively.
Some of the Modules include:
Customer Relationship Management and Contact Module
Our ticket capability and associated Dashboard functionality, enables you to allocate tasks to specific groups or users and track progress on each item.
The Campaign Management functionality will allow the Debt Counsellor to upload their own prospects sourced from their own "data Opt-in" suppliers.
Quoting Module
Provided you have consumer consent, our Quick Capture Quoting Module will assist you to capture the consumer's information from a registered Credit Bureau and assist you to understand and analyse the consumer’s financial obligations.
Once the consumer's affordability is conducted by the Debt Counsellor, the system will furthermore use Preference settings provided by the Debt Counsellor to formulate a variety of different budget strategies to consider when consulting with the consumer. The system also features a Credit Life Quoting Module.
Template Management Module
By making use of templates, our systems can generate documents with any specified custom layouts. Our templates are also directly integrated with the data in our systems and can thus populate your data captured on these templates accordingly. The Debt Counsellor therefore have the ability to upload their own custom templates on the system, to be used with every consultation.
Electronic Signature Module
An example of our powerful custom templates are Digital Signatures (made on users' mobile devices) which will then be automatically populated on the relevant templates. This makes it easy for users to read through, and electronically sign Application forms and other documentation.
Reporting Module
A Report Writer Module will assist in compiling a variety of different custom views into the process and overall business.
Integrations Module
Our suite of integrations includes the following:
Integration into various insurance systems, will enable you to generate various insurance policies.
Bank statement integration capabilities which will allow the user to easily retrieve and upload their bank statements on the customer portal.
Account verification capabilities will assist the user to validate the user’s account information as part of the onboarding process.
The Home Affairs integration will allow the user to validate the consumer's identity information.
The system could also assist in Reckless Lending investigations and have the capability to formulate a report for the Debt Counsellor, to consider the outcome and then request further communication from the relevant Credit Provider.
Various PDA software integrations will allow the Debt Counsellor to choose their Payment Distribution Agency and will furthermore forward the signed documents to the relevant PDA front-end system.