Overview

The Payment Collection (MaxCollect) tab allows you to view and manage the settings for the automated repayment collections processed through a Collection Service Provider (CSP). This screen details which provider and bank account are used, and the specific rules for tracking payments.

Important: Modifying these settings on an active loan can directly impact the success of future collections. Changes should be made with caution and proper authorization.

Navigation

1. Navigate to Client Administration and Search for Existing Client.
2. Select the desired client and click the Loans button.
3. From the list, select the specific loan you wish to view.
4. Click the Edit Loan button.
5. Select the MaxCollect tab.

Field Descriptions

The settings on this tab are grouped by function.

CSP & Account Details

• Preferred CSP: Displays the Collection Service Provider (CSP) responsible for facilitating the repayment deductions from the client's account.
• Preferred CSP Setup: Shows the specific configuration or product being used for the selected CSP (e.g., NAEDO, DebiCheck).
• Preferred Bank Account: Displays the client's bank account number from which the repayments are to be deducted.
• GroupsRUs Policy: A checkbox that indicates if a GroupsRUs insurance policy was included with the loan and is linked to the collection process.

Collection Tracking Rules

• Tracking: This required field specifies the number of consecutive days the CSP will attempt to collect the repayment from the client's account after the initial due date if funds are not immediately available.
• December Tracking: This required field specifies a separate tracking period that applies only to repayments that are due in the month of December.

Available Actions

• Print documentation: Click this button to generate and print the original loan documents as they were when the loan was first created.
• Close: Click this button to return to the previous screen (the loan list) without saving any changes.