In development
Overdue accounts followed up for you
Customers who are behind get WhatsApp and voice reminders on a set schedule. Every promise to pay is saved; anything unusual goes to a person.
Keep an agreed follow-up schedule in view while people handle the exceptions.
What comes in
An account enters an agreed follow-up schedule.
What it does for you
It records each contact and each promise to pay.
Where a person decides
A person handles disputes and exceptions; terms do not change.
What you get
The team sees the history and the next step.
Where it comes from
Designed for overdue vehicle leases in Mexico. Built and tested with sample data; not yet running on live accounts.
What it replaces
Manual call lists and reminders that depend on one person remembering.
What it includes
- Reminders in Spanish on a set schedule, adjusted for each portfolio
- Each promise to pay is saved with the date the customer gave
- Disputes and no-replies go to a person
- It never changes the payment terms
Follow one overdue account
Fictional account · 12 days overdue · MXN 18,400
Sequence so far
- Day 0WhatsApp
Reminder sent with the amount and a payment link.
- Day 3WhatsApp
Second reminder; offers to schedule a call.
- Day 6Voice
Call attempted, no answer; voicemail left.
Every step above is invented. The real sequence and wording are set per portfolio, in Spanish, and a person owns every arrangement.
More to explore
- Working sampleRequests go to the right partnerEvery request comes in one way. Clear rules check it and rank the partners who can take it. A person confirms the hand-off.Open the sample
- Working sampleBank statements checked line by lineEach finding on a bank statement points to the lines behind it. The totals are checked, and you make every decision.See the system
- In developmentOne owner for every inquiryEvery inquiry lands in one private list. One person takes it and closes it, and nobody overwrites anyone else's work.Open the sample
Something like this for your work?
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