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Supplemental Programs

There are several optional Latitude-related programs available, depending on what your organization purchased and installed, and what you have permissions to use. Some of these programs are accessible within Latitude and others are accessible from Windows only.

Program	Description
ACH NSF	Processes insufficient fund ACH payment information received from Regal Technologies.
AIM	The Agency Interface Module (AIM) electronically distributes accounts to other agencies. AIM creates a file that you can import into other software programs for collection activity. In addition, AIM can import information received from an outside agency working accounts into the Latitude database and process account recalls. For more information, contact your Latitude sales representative.
Auto Mail Return	Uses a pen scanner to read the barcode on returned mail and flag the account as having a bad address.
Credit Bureau Reporting	Reports to Equifax, Experian, TransUnion, or Innovis the debtor accounts that your agency holds.
Credit Report retrieval with SmartALX	Downloads credit reports from Equifax, TransUnion, or Experian based on credit report requests that you created in Latitude. Once you download the credit reports, you can attach them to debtor accounts and view them the Work Form.
Collection Charge	Adds an agency fee percentage to new business after you load new business into Latitude using any import method.
Custodian Editor	Processes "end of day" activities, including: Cleaning data fields of invalid information Building daily work queues Scheduling promise reminder letters Scheduling post-dated check and NITD reminder letters Evaluating kept and broken promises Scheduling fulfilled and pending post-dated payments Calculating simple interest Creating vendor letter files Evaluating debtor credit bureau reporting status Because of the complex nature of this program, Latitude by Genesys Support performs Custodian tasks. If you need custom modifications to Custodian tasks, contact Latitude by Genesys Support.
Dialer	Latitude supports several dialers for campaign building. When collectors are logged on to the dialer, the currently dialed debtor account displays in the Work Form.
Direct Check	Prints online checks (or paper drafts) created in Latitude. Once printed, you can import the information back into the system for invoicing and other tasks.
Exchange Manager	Exchange is a dynamic interface program that allows your organization to create customized import and export files. This program is part of the standard Latitude package; however, you install it separately on each workstation.
Latitude Fusion (see also Services Modules)	Latitude Fusion integrates with the Latitude database to create request files and process returned information from various outside service providers.
Latitude Web Access	Allows agency customers to view accounts and collection activity. Customers can run reports online and download directly to their workstation. For more information, contact your Latitude by Genesys Sales Representative.
Letter Console	Generates letters for accounts based on requests made in Latitude. You can create and modify custom letters to merge with account data for any classification of debtor. You can send letters to a third-party letter service for printing, along with data files containing the account information you specify.
Manager Dashboard	Displays real-time statistical collection information. It allows managers to monitor collection activities for all locations, departments, and teams.
Portfolio Manager	Imports accounts and tracks expenses for purchased portfolios, exports accounts, and tracks sales. For more information, contact your Latitude by Genesys Sales Representative.
Services Modules/ Fusion	Exports information requests and imports returned files from various outside service providers. Once you import account information, you can click Services on the Work Form to view it.
TUNA	The TransUnion Net Access program allows your agency to process credit bureau report requests, and import and attach credit reports returned to accounts.

Add-in Programs

Program	Description
Credit Bureau Reporting Console	Creates and maintains configuration settings used when reporting accounts to credit bureaus.
Latitude Archive	Moves older, unneeded data out of the Latitude database into an archive database, which can free resources and optimize performance.
Link Console	Handles automatic linking of new accounts entered into the system based on scores and algorithms.
Reporting Console	Saves snapshots of reports along with comments you type. Snapshots depict a report at a particular point in time.
User Manager	Manages user accounts.

Applications

Program	Description
Auto Return	Uses a pen scanner to read the barcode on returned mail and flag the account as having a bad address.
Goals Manager	Displays statistics for collectors, supervisors, managers, and owners.
Import Excel	Imports new business data from a Microsoft Excel® spreadsheet into the Latitude database.
Invoices	Generates invoices for customer remittance, issues statements showing receivables, sets up banks (trust accounts) and creates the checks needed for your customers, based on account collection activity in Latitude.
Letter Console	Generates letters for accounts based on requests made in Latitude. You can create and modify custom letters to merge with account data for any classification of debtor. You can send letters to a third-party letter service for printing, along with data files containing the account information you specify.
Manager Dashboard	Displays real-time statistical collection information. It allows managers to monitor collection activities for all locations, departments, and teams.
Overpayment Manager	Allows your organization to review and manage debtor overpayments, apply them to other accounts, and create refund checks.
Statistics Console	Provides analysis information for customer account activity.

Dialer Support

Program	Description
List Builder	Creates dialer call lists from List Builder query results.
Legacy Dialer Agent	Connects the standard Latitude Work Form to a supported dialer and its functionality.

Management Suite

Program	Description
Account Analysis	Retrieves accounts that meet specific criteria and then sorts, groups, or summarizes the information for review. Builds a “virtual queue” for working account groups on the fly.
Credit Report Requester	Requests credit bureau reports for multiple accounts, based on customized selection criteria.
Credit Reporting Wizard	Creates files to send to credit bureaus.
Custom Queue Manager	Creates custom queues using customized selection criteria.
Desk Mover	Moves accounts to specified desks based on customized selection criteria.
Letter Requester	Requests letters for multiple accounts based on customized selection criteria.
Payment Batch Wizard	Creates payment batches for processing received payments.
Pool Queue Manager	Creates “virtual work pools” for collectors based on customized selection criteria.
Query Configure	Modifies selection criteria for query tools.
SQL Author	Creates and stores custom SQL statements using the query builder.
Service Request Gateway Configuration	Configures Latitude so it can connect to service vendors when requesting information.
Status Changer	Changes the status for groups of accounts based on customized selection criteria.