Features of BPO / REO Management
BPO Specific Process
Process designed specifically for streamlining BPO
   Import orders from Excel file
   Auto create two job copies: BPO and inspection
   The two jobs are dispatched to reps
BPO Specific Process (Cont.)
Parallel and linked BPO and inspection jobs provide maximum efficiency
   Simultaneous dispatch of BPO comp and inpsection to separate reps
   Comp job is highlighted when inspection is completed
   Auto submit both jobs when comp is done
Efficient Mobile App
App is degined for efficient inspection
   Offline so it's always fast
   Optimized forms
   Easy photo taking
Job Management
Extensive and custom search and monitoring gives you all the tools you need
   Custom search filters, logs and histories
   Batch processing for all functions
   Crew dashboard with each rep's progress
Contacts Management
Manage field and office staff
   Multiple levels of roles and access control
   Field rep ABC #, insurance and vacation
   Field rep fees, territory and signature
Custom Form Builder
Create dynamic forms with rules
   Build forms from scratch or add from library
   Set required fields and photos
   Set highlighted fields and rules
Quality Assurance at POS
Mobile app has built-in data and photo validation for each client form
   Required answers
   Required photos
   Block duplicate, old and suspecious photos and comments
Quality Assurance at Office
Web features to make QA easy for office admins
   Catch jobs to review before submission
   Create custom rules for jobs to review
   Easily redo, edit, verify or create a new job
Accounting
Comprehensive accounting features to help you track client pay and pay reps
   Auto set job fee based on service type or location
   Reconcile client pays
   Create pay stubs forfield reps
Reporting
Extensive reporting to give you insights to your business
   Standard or custom reports
   Rep scorecards, client volumes, etc
   Accounts receivable, payable and more
Alerts & Documents
Effective tools to communicate with your vendor network
   Send alerts or announcements
   Store training documents
   Send job notes
Integration
EZ web service API and widget allow deep integration with your system
   Two-way integration
   Extensive web methods covering all functions
   Custom login widget
 
 




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