It is common for DMP (Debt Management Plans) agreements and applications to be rejected because a client fails to provide the necessary documentation, identification or accompanying documents required to process the application. This inefficiency costs time, effort and money.
Collect Case offer financial professionals a comprehensive DMP document explanation, delivery and sign up service. We can verify, check and collect financial statements, proof of income and expenditure, creditor and bank statements, and client identification. Collect a Case can also assist in the collection of standing order or direct debit mandates, and initial DMP payments can be collected on request.
We fully explain documents to your clients, ensure paperwork is signed correctly and provide a speedy return, allowing you to process the application promptly and efficiently.
The benefits of our DMP document explanation, sign up and collection services include:
Our document explanation and sign up service can help dramatically increase solicitors’ client conversion rates, which ultimately maximises your turnover and profitability.
As it’s our responsibility to chase your clients for documentation and agreements, we save you valuable time by ensuring that CFA documentation is completed and returned promptly, reducing the average turnaround time from instruction to completion and delivery.
Our agents are located throughout the UK, so we can visit clients wherever their location, even when they do not live within reasonable locality of your offices.
We make sure that all paperwork is clearly and fully explained at the client’s home and returned to solicitors quickly and efficiently, thus ensuring a timely and accurate document return to the solicitor handling the case.
We recognise that our agents act as extension to your business. Not only do we ensure that all attending agents wear business attire, we make certain that they provide a professional and friendly service on behalf of your business.
We ensure that we are available when you need us to be. So many services like ours won’t see clients at the time when they are available. We are available to see clients 7am to 9pm Monday/Friday plus 10 am till 5pm Sat/Sun. However, we can visit outside of these times if required, giving you maximum flexibility in booking appointment times that suit your clients.
We appreciate that clients don’t always make their appointments for one reason or another. We will chase the client until we see them and sign them up. This will significantly increase your conversation rates and profits!
By clearly explaining CFA documentation to the your clients, we make it simpler for them to understand, increasing the likelihood of success from the explanation and sign-up service.
What makes us unique?
Our industry leading Client Automated Booking System allows real time tracking of appointments, whether it be to simply track the status of an appointment or produce detailed reports of advisors or teams. Our online appointment management system gives you full end-to-end visibility of the entire CFA document, explanation, sign-up and delivery process, ensuring a first rate and hassle free experience for you and your business.