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Features of Debt Manager Debt Settlement Software

Debt Settlement companies that demand an integrated and user-friendly solution to run their agency will find that Debt Manager is the leader in providing a solution that integrates important aspects of running the business, and is accessible from inside or outside the office.

Key features:

  • Built-in integration with GCS payment processing system.
  • Built-in integration with electronic signature systems.
  • Negotiation and settlement tracking integrated with client files.
  • Creditor database cross-referenced to client records.
  • Import leads from web-based forms, desktop Excel files, Excel attachments or manual entry.
  • Document deployment including dynamically populated client agreements and email templates. Use our tag-based system to customize documents and populate with client data.
  • Sales Module including lead monitoring, task management and appointment calendar.
  • Statistical reporting throughout the system for many areas including sales, customer relations and settlements, as well as broad management reports and income tracking.
  • Server-based system is fully compatible with Windows based networks and workstations without requiring expensive server technologies.
  • Each client file tracks dedicated notes history for the client, client hardship, and each listed creditor so that complete documentation of of the handling of a client is tracked within the database.
  • Support for web access by clients to dedicated client support web site.
  • Integrated web access allows employees and executives to access the agency system from external locations.









If your debt settlement or debt negotiation agency wants to enjoy a full featured, fast, efficient solution that will run your agency exactly as you need it to, Debt Manager is the best choice. There are other options, but these are software systems that were originally created for credit counseling companies, which have very different financial processes and customer relations problems that do not "match" the situations you have in negotiating settlements for your clients, or in dealing with creditor relations. Developers have written changes into these systems to adapt them to debt settlement and negotiation services, but this is not the same as having a dedicated solution.


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