Tools

Portfolio Manager contains the following tools:

Query: Used to retrieves accounts that meet specific criteria so you can attach them to a portfolio or export them.
Excel Template Manager: Used to create and maintain Excel file templates so you can export account information or create an invoice.
Media Manager: Used to flag pending media requests for buyers and sellers as received, not available, or sent.
Recourse Manager: Used to approve or decline pending account recourses for buyers and sellers.
Invoices: Used to create invoices for billing buyers, sellers, and investors; and for managers to track internal profit and loss.
Contact Locator: Used to retrieve debt buyer contacts and export the list to an Excel file.
Portfolio Locator: Used to retrieve portfolios and export the list to an Excel file.