Debtfree DIGI September 2016

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BUILDING A SOLID DEBT COUNSELLING PRACTICE PART 3 STAYING ON TRACK Getting things done on time, and at the right time, is one of the biggest challenges for a Debt Counsellor. This especially true as our practices begin to grow and we become reliant on other people to perform administrative tasks.
There can be many hold ups along the way, and if the Debt Counsellor is to avoid unnecessary work caused by non-adherence to time lines, then it is vital that technology be harnessed to assist. This is why Maximus is built around the Debt Counselling Process. From the very first interaction with the client, Maximus helps to keeps the Debt Counsellor on track with the help of three very special features, built right into the system: Firstly, Maximus helps the Debt Counsellor to navigate the case through the Debt Review process by providing a structured Workflow. From the time that the client’s details are captured as a Lead, progress is managed and tracked by Maximus utilising these workflows. Each workflow representing a different phase of the process. These Workflows extend from Interview to CP Verification, Proposals and Legal to Aftercare and Collections and many more. Maximus also offers a check list for each phase, to ensure that everything that needs to be done and checked at each step is verified. Max even records who did what, and when, so that any errors can be addressed. Within each Workflow, there are a number of possible statuses for each case, for example “Awaiting Documents” could be found in the Approval Workflow. Every status in turn has specific time frames associated with it. These time frames are worked out, not only to ensure that the case is always completed in time, but also to help prioritise work that needs to be done. Priorities are represented by colour coded Traffic Lights, popularly called RAG (Red, Amber and Green.) By using the RAG feature Debt Counsellors are always able to ensure that work is timeously completed. As practices grow it becomes necessary to have more and more data available for a “view from the top”. Maximus is unique in that it is able to provide the Debt Counsellor with a number of customised management reports, in Excel spreadsheets, on a daily basis. These reports cover such matters as sources of business, overdue status of cases and an overview of the progress of every single case. With the Maximus Suite of Management tools a Debt Counsellor can be comfortable that his or her Practice is well watched over and that every single customer will be competently dealt with. Knowledge is power and Maximus’ technology provides the Debt Counsellor with limitless knowledge about every aspect of the Debt Review Process. Contact Maximus on 011 451 0041 Next month we will explore further ways that Maximus helps Debt Counsellors to build a successful practice.
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Page 21 and 22: Tips For Reducing Stress If you are
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Page 31 and 32: Some debt collectors cunningly ask
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Page 35 and 36: Maximus, the leading debt counselli
Page 37 and 38: South Africa’s leading Debt Couns
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Page 62 and 63: Tel: 0861 123 644 Email: info@debtr
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Page 68 and 69: PAYMENT DISTRIBUTION AGENCIES DC Pa
Page 70 and 71: CAPITEC CONTACT DETAILS Form 17’s
Page 72: ABSA TASK SPECIFIC DEBT ABSA TASK S
Page 75: AFRICAN BANK CONTACT DETAILS 011 25

Debtfree DIGI September 2016

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