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Debt Manager 9 Agent Desktop

The Collector guide training class is specifically designed to introduce students to the fundamentals of how end users, supervisor, manager work and update accounts.

Application Version:

Delivery Type: Classroom

Location: Classroom. The course consists of a combination of lecture, hands-on labs and group discussions.

Duration: 1 Day

Price: Contact ProductEducation@fico.com for Details

Audience: Collectors, Super users, Supervisors, Manager and Risk Analysts

Prerequisites: Overview, collection experience desirable

Required Skills: Intermediate Windows operating system skills

Course Description

The Collector guide training class is specifically designed to introduce students to the fundamentals of how end users, supervisor, manager work and update accounts.  Through a scenario driven delivery method, participants will learn the Collections screens in Debt Manager, Supervisors will learn how to control their team and users. The course also takes the users into their Work Chains/Lists enabling them to get the best out of working Customer accounts through the user interface.

Topics

  • Navigation
  • Shortcuts
  • Searching for Accounts
  • Working with Cases
  • Manage your Work – Work Chains, Work Lists, Task Queue, Personal Work Chain, Audit List
  • Relationships – Customer – Account
  • Promises and Plans
  • Settlements
  • Loan Rehabilitation
  • Legal Judgment, Bankruptcy, Deceased
  • Letters
  • Asset/Collateral
  • Merging/Linking Debtors/Linking Accounts
  • Reports – Collector Dashboard
  • Help