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good afternoon or good morning depending upon a part of world you might be in this is Tom steed today I want to talk to the credit manager if we set an account up for you first place you would probably come to would be one of our many locations let's just use status one two three don't calm click on client portal and that would submit you username and password then you would go in meanwhile I'm gonna go in demo first I need to create a new creditor so if we're going to create a new creditor where the administrative side at the moment would click on add creditor and would clear create a creditor I'll pause for a moment as I create that okay from the administrative side I have just set you up as a creditor and we have client preferences client parameters the address name cell phone number web address fax number claim payment allocation you can default the system to a variety of we defaulted to interest principle and cost but as you see we have many other choices to choose from or you could enable the sliding scale range so any way you want to set up your plot and credit to you can do so interest rate is 6% flexion rate we forgot that let's put in 15% for collection rate now do we want to give and who was referred by the account executive and the salesperson do we want to give the accreditor the right to do a 10-day demand letter on your letterhead yes or no we're going to choose no for the moment client information of just testing the system now would you like to like to click give the client access let's say yes unless you give him access username let's give it it's gotta be at least 8 characters and it is case sensitive let's use a simple one two three four five six seven eight now we're going to give that credit to access to the system I will pause okay back I'm still on the administrative side setting up the creditor so let's give the creditor some privileges we're going to we can apply business rule of navigational said he claimed to have said let's give them claims tab settings for the moment let's give them everything update settings navigational settings let's give credit all the options and you can pick and choose options for your creditor as you update that so they have been updated I will pause again okay now we'll go into and log in as the creditor so we would click the log in which I've already logged in we have a home button which is welcome the state printing company my name we can add claims is very simple and we'll do that just a moment we can manage claims there's nothing to manage there's reports we'll hit that later you can do reminders to do a brief case edit your profile contact how to contact us and interfaces where you can batch update and import pretty much anything you want to into the system let's pause I'm back already now I have just filled out a claim with all the pertinent information we need to collect this claim with we also have room for Co debtors more than one code data actually can write as many coats as you wish I'm out place $5,000 type of best commercial we decided there was a hundred dollars of previous interest and a new interest rates gonna be a six percent my state of your invoice and data breach the update status of limitation will be based upon the date of reach interest start date from number statute of limitation date additional file number and the collection rate it will default to whatever rate we have you set up at but as you place a claim if there's a special arrangement then you can adjust it here with the test in the system you can also upload files from here as well you would choose a file somewhere in your computer and you would upload it at the moment we're not going to upload one at this time we'll upload it at a later stage I'll show you what I said now we're going to add claim the claim has been added so we have seen home we've seen add claims a very simple form for you now we're going to manage claims the claim will stay lit up in orange or gold until it's actually worked on you can view a few active claims closed claims or you claim that's been archived and also download to excel if you wish and then what we're gonna click on this claim and it opens up another layer and you can't edit any of this information once it's been put in administrative side can edit for you if you want to update your agency or your attorney you could tell them that you received a check or something like this it defaults yes it update claim so that should be updated I hope so coverton notes yes it will record your note history that you've asked the creditor or ages or something if you claims in litigation in your case number in your court information or judgment amount will display for you there is no status on the claim yet because it hasn't been worked we will come back and do that at a moment we have reports that will give you a status report of all the claims you've placed we say we have one claim this place for collection we have pending money report this depends upon how much money you receive which at this point you haven't we haven't worked the claim yet a claims report where you can view all your claims and generate a summer in PDF or download as a Espie foul you also have an event status report which literally you can run hundreds of reports from this one page I'll really enjoy working with this page because I can pull claims by any status category any time period pretty much any by any collector by any state pretty much anything you think of you can do from this one report let's go back to reports again claim performance report is really one of my favorites you can pull the report for a time period it will tell you how many claims has been placed average amount the amount has been collected also tell you the time period that your attorney or agency collected these accounts also will list them by status and you may have on average eight ten different statuses you you can click on this claim we want to do a couple updates on it we're gonna change the status to let's call it if our first demand letter and we tell the first man letter let's update the creditor at the same time so we just sent an update to the creditor now the debtor just made a payment so let's make a payment okay we're gonna log back in as a creditor we're going to click on manage claims I'll claim has turned white which indicates it's been worked on first a man letter it's been sent let's go in and look at it and notes still testing system status first a man letter for us to mine has been mail we'll keep you posted and we received a payment on it received $1000 that they paid to payment type how much it's gonna be remitted status is pending once it's been remitted it shows a remitted and our we made a checked on it attachments we have no attachments at the moment so let's add a couple of attachments we can open up one attachment we can on another in force we giving us whatever name we wanted to give it you can upload as many as four or five attachments at a time so let's upload those now all those files have been uploaded you yourself as a creditor can email those if you wish and any documentation coming from the administrator's administrative side will be under your file folder here also click on your reminders for the day if you can you can write a reminder for this particular claim and if we click on reminders they what you you still have one reminder and still holding so this is pretty much what the creditor can do we also offer training videos for to further assist you in how to run the system so let's close that back over here you can also search your claims by these different categories and the next thing you do is log out so that's what we give the creditor in order to submit their claims and manage their claims by the transparency that all creditors should have is be able to see the process in which your claim it's been collected thank you have a good day