MyQuantrax

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Latest Activity

Locke Shufflebarger posted a discussion

Enhancement-GUI - Add button to 'Other Phone Window' for F7, or EXIT

Please add a GUI button to the Tab+, Other Phone, Window.   I'd like a button for F7 / Exit.   We are able to click to and from so many other windows, but when we get to this window, we have to manually press the F7 button.  I'd like to be able to click through this screen too.   Thanks, LockeSee More
Jun 29
Bethany Robertson posted a discussion

Client Statements and Client Portal

Does anyone else email client their month end statements? I would LOVE to have the statements available on the client portal. The majority of my clients are direct deposit and it would be great if the statements generated each month would be available for the client to access through the client portal. My bank could send the direct deposit email and the client would know their statement is available on the client portal. Does this feature interest anyone else? See More
Jun 28
David Sopourn posted a discussion

REG-F letters and Dispute boxes

I wanted to get some feed back on how people are handling the disputes received on the new Reg-F letters.Specifically I want to Dispute the debt because i think this is not my debtthe amount is wrong other(please describe on the reverse or attach additional information) the guidance provided by the CFPB is lacking on how to handle these issues and we have been inundated with letters that have these boxes check when sending in payments in fullwith all boxes checked but no additional information…See More
May 11
Cory TeStroote is now a member of MyQuantrax
May 4
Cleon Gayle updated their profile
May 3
Alice Nagle updated their profile
May 2
Alice Nagle is now a member of MyQuantrax
May 2
David Sopourn posted a discussion

Account Details screen with check box(Connected to Smartcode)

the gui screens have so much untapped potentialEvents help agents enter notes, but there could be a quicker way to indicate items by using a simple toggle check box on the account details screen for  some items Example COMMUNICATION PREFERENCEText E-mail Cell Home Work Mail Chatbot Phonebot CSPand have those checkboxes call smartcodes when the agent toggles them instead of trying to make an event tree or have the users remember the smartcodes for those preferencesI am sure there are other items…See More
Apr 29
 

Forum

Enhancement-GUI - Add button to 'Other Phone Window' for F7, or EXIT

Please add a GUI button to the Tab+, Other Phone, Window.   I'd like a button for F7 / Exit.   We are able to click to and from so many other windows, but when we get to this window, we have to…Continue

Started by Locke Shufflebarger in Enhancements Jun 29.

Client Statements and Client Portal

Does anyone else email client their month end statements? I would LOVE to have the statements available on the client portal. The majority of my clients are direct deposit and it would be great if…Continue

Tags: Portal, Client

Started by Bethany Robertson in Enhancements Jun 28.

REG-F letters and Dispute boxes

I wanted to get some feed back on how people are handling the disputes received on the new Reg-F letters.Specifically I want to Dispute the debt because i think this is not my debtthe amount is…Continue

Started by David Sopourn in Account Management May 11.

Account Details screen with check box(Connected to Smartcode) 1 Reply

the gui screens have so much untapped potentialEvents help agents enter notes, but there could be a quicker way to indicate items by using a simple toggle check box on the account details screen for …Continue

Started by David Sopourn in Enhancements. Last reply by Bethany Robertson Apr 29.

Enhancement to ? Logic 1 Reply

Can we get an option in the ? logic for:HASPMTPLAN N or Y. We just need a simple yes or no is the consumer on a pmt plan regardless of CC, DC or mail in(we use the new pmt interface).Continue

Started by Kellie Pettaway in Enhancements. Last reply by Kimberly Silverman Apr 27.

Digital-First Collection Strategy 27 Replies

Join us on February 24, 2022 at  2:30 pm EasternWe'll present an…Continue

Started by David A Lahr in Educational Sessions. Last reply by David A Lahr Apr 20.

Skip Tracing Vendors - IDI? 5 Replies

What vendors are out there for skiptracing? We currently use IDI and they don't seem to provide the quality of information like they use to. Does anyone have any suggestions? Continue

Started by Bethany Robertson in Account Management. Last reply by Bethany Robertson Mar 28.

Duplicate Email (with Auth=Y) across all links 1 Reply

As we move towards using email more and more for communications. It is time that we can update an email across all linked accounts (with the authorization Y if avalable) we can do this for Phone…Continue

Tags: email

Started by David Sopourn in Enhancements. Last reply by Courtney Barlow Mar 28.

Blog Posts

REG-F IMPLEMENTATION SESSIONS (AKA WHO'S AFRAID OF THE CFPB?)

Group, Team, Balloons, Clouds

Dear clients -

Please use this section to discuss the rule, your ideas, to share information and ask questions from others. Quantrax will post updates in the "Forum" under "Educational Sessions".

Let's have fun and get some work done too.

Ranjan

Posted by Ranjan Dharmaraja on June 15, 2021 at 3:34am — 2 Comments

Alex Recording Names Incorrectly

We are experiencing issues where the phone bot (Alex) is often interpreting  names of the caller inaccurately and not even close to the name repeated by the caller, i.e. if the caller  says "Same" Alex will record as "Saint" or "Same" in stead of the callers name or caller says name is "Tammy" and is "recorded as "Ray"  Is anyone else having similar issues?

Posted by Michael J Collins on January 25, 2021 at 2:10pm — 5 Comments

Deceased/Probate Scrub Vender

Good Morning,

In the past we used Probate Finder for this purpose but recently had some issues and are looking for another vender.  Can anyone recommend one?

Thanks

Joanne

Posted by Joanne Marie Koehler on March 12, 2018 at 9:21am — 1 Comment

Voapps - cell phone message drop tracking

i am wondering how/if any of you who are using voapps track the success rate of these drops? Its easy enough to know the accounts that you successfully left a drop. however, how are you tracking positive returns on these? 

Posted by Julie Fallang on December 27, 2017 at 3:09pm — 2 Comments

 
 
 

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