1. The Leader in Debt Settlement Automation
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2. Unlock the hidden
potential in your portfolio
with our automated debt
settlement solution!
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3. • Revolutionary hosted solution which
automates consumer debt settlement
• PCI DSS Level 1 certified, hosted in a SAS
70 Type II audited data center.
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4. Strategy - a plan, method, or series of
maneuvers or stratagems for obtaining a
specific goal or result
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5. Strategic Value
• Identify accounts with “Highly Liquid”
balances paid into trust accounts
available for immediate settlement.
• Identify accounts to apply segmented
contact strategies.
– Don’t Call, Don’t Letter, Monitor Debtor Savings
Account(s)
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6. Step 1 – Data Import
Encrypted File is Uploaded
AES256 Rijndael
Encryption
Encrypted File is Uploaded

7. Step 2 – Build Portfolio/ Campaign
All transactions are
stored in the database
Results are Grouped and Stored
Portfolio/ Campaign Strategy
Database is Queried to Build
Portfolio/ Campaign Strategy

8. Step 3 – Build Offer Strategies
Offers are delivered to
the matching DSC
All transactions are
stored in the database
Offer Strategies are Created and
Sent to DSC based on Financial Strategy

9. Step 4 – Offer Acceptance/ Rejection
DSC Accepts or
Rejects Offer
All transactions are
stored in the database
Acceptance/ Rejection is
reflected within Creditor Console

10. Main Menu Ribbon
Main Dashboard Reporting Widgets
Quick Toggle of Offer,
Portfolio and Campaign
Views
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11. File Imports
Imported Files
File Import Detail Filters
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12. File Import Account Level Details
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13. Portfolio View
Individual Portfolios
Portfolio Statistics
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14. Create a Portfolio From an Import File
Define Portfolio Filter Values
Name and Save New Portfolio
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15. Current Data Schema Includes
all Common Scores Plus six
Custom Score/Model Fields
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16. Campaign Menu
Current Campaign Library
Campaign Reporting Statistics
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17. Assigning Campaign to Portfolios
Defining Campaign Variables
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18. Creating an Offer Strategy for a Campaign
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19. Term Settlement Structure
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20. Campaigns Can Include Multiple Offers
CONFIDENTIAL – Not for 20

21. Offers are In Range or Out of Range
Based on Pre-Approved Settlement Dollars
in Trust Account
Pre-Approved Dollars Available In Trust
Liquidation Performance Metrics
Offer Structure
Settlement Letter Transmitted with Offer
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22. Pending Offer Preview Screen
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23. Search Function
Linked Accounts by Debtor
Offer History Detail By Account 23

24. Our system is successfully
settling hundreds of
millions of dollars of debt
every year, are you getting
your share?
Ask us how!
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