Collection

Run recovery end to end — case assignment, telecall & field-visit logging, notifications, legal notices, and a full per-case timeline.

Collection Suite

Everything you need to recover faster

Case Assignment & Field Visit Logging

Assign or unassign collection cases to any active agent instantly. Agents log every telecall and field visit with PTP commit date, customer attitude (Polite / Rude / Medium), no-reply flag, GPS coordinates, and selfie proof — all stored against the case for full auditability.

SMS Notifications on Payment Events

When a payment is collected, an SMS notification is sent to the assigned agent confirming receipt. SMS is delivered via a configurable provider (Twilio, MSG91, or TextLocal) set through environment variables — no hardcoded dependency on any single vendor.

Event-Based Email Templates via AWS SES

Create HTML email templates with dynamic variables, sync them to AWS SES, and trigger them automatically on system events — task created, accepted, completed, and more. Templates are grouped by module and sub-module, can be enabled or disabled per event, and maintain a full edit history.

Collection Dashboard with PTP & Stage Analytics

Live KPIs: Total Cases, Pending, Completed, Total Due Amount, Collected Amount, and Today's Total. Stage-wise breakdown across Pending (active PTP), Partially Paid, Expired (broken PTP), and Completed — with branch-wise and loan-type charts and a one-click export.

Action Request Workflow with PDF Notice Generation

Agents raise action requests — Company Notice, Legal Notice, One Time Settlement, or Legal Procedure — with remarks. Managers approve or cancel from the Actions dashboard. Legal Notice and Company Notice PDFs are auto-generated on approval and every action is logged to the case timeline.

Case Flags, Custom Tags & Full Timeline

Flag any case with a custom remark to mark it for escalation or special attention. Add custom tags per case for filtering and grouping. Every event — payment received, follow-up logged, flag added, notice raised, status changed — is recorded in the case timeline with the agent name, timestamp, and action type.

Due today? Collected by evening.

End-to-end collection management — from case assignment to payment receipt

Your Entire Recovery Portfolio at a Glance

Monitor every dimension of your collection operation from one command centre. Track case health, recovery efficiency, today's collections, and follow-up status — with role-based KPI visibility built in.

Your Entire Recovery Portfolio at a Glance

Got a Question?

Everything you need to know about Fundflick Collection Management.

01.How are collection cases assigned to agents?
02.What gets captured during a telecall or field visit?
03.How are payments recorded and confirmed?
04.Which notification channels does the system use?
05.How do action requests and legal notices work?
06.What visibility do I get into each case over time?

Maximize your collection efficiency

Reduce NPAs, automate follow-ups, and track every rupee with Fundflick's intelligent collection management platform.

Start Managing Collections