Purpose-built auto finance servicing
One command center for every auto loan.
Book simple-interest contracts, collect payments, prioritize delinquency, and manage recovery from one complete account record.
01Daily simple interest
02Collection worklists
03Payment and recovery history
GFC Servicing⌕ Search accounts
PC
Account current · next payment scheduledView details
CR
ACCOUNT A-DT-9362296
Current
Casey Rivera
2021 Toyota Camry · VIN ending 4148
SnapshotBalancesBorrowerCollateralTransactions
Upcoming scheduleLive simple-interest projection
78 paymentsDue datePaymentPrincipalStatus
Oct 13$159.57$98.04Upcoming
Oct 27$159.57$99.72Upcoming
Nov 10$159.57$101.43Upcoming
Next actionsAccount workspace
Live✓
Payment posted$159.57 received
12
Collections queueAccounts prioritized
Built for the full servicing lifecycle
Loan boardingServicingCollectionsRecovery
The account is the workspace
See the full position.
Act without the hunt.
Every balance, due date, promise, note, file, policy, payment, and recovery event stays connected to the customer record where the team actually works.
A complete account snapshot
Borrower, vehicle, dealer, loan terms, balances, payment status, and flags are visible before the first action.
Due statusCurrent
Principal$9,882.62
PromiseNone open
Worklists that tell staff what is next
Segment accounts by delinquency, promises, insurance, or recovery stage and move directly into the right action.
31+ days past due 18
Promises due today 7
Insurance review 4
One history the whole team can trust
Payments, reversals, messages, notes, promises, files, fees, and status changes form one reviewable timeline.
Payment postedToday · $159.57
SMS deliveredYesterday · 2:14 PM
Note addedSep 27 · PC
COLLECTION WORKLIST
34 openAccounts needing attention
All accountsPromise dueNo contact
JM
Jordan MilesA-DT-9362140 · 28 days past due
$487.71UrgentTB
Taylor BrooksA-DT-9362208 · Promise due today
$319.14ReviewAC
Alex CarterA-DT-9362311 · 9 days past due
$159.57ContactPTPPROMISE TO PAY
Friday, Oct 16$319.14 · Confirmed by phone
On trackCollections with context
Prioritize the work.
Preserve the relationship.
Move from queue to conversation with the complete account in view. Record the outcome once, set the next commitment, and make it visible to everyone.
- 01Focus the queue
Sort work by days past due, balance, promise status, or account condition.
- 02Handle the conversation
Review context, send a message, add a note, or take a payment from the account.
- 03Own the follow-through
Track promises and keep every attempt and outcome in the same timeline.
One connected lifecycle
From booked contract to final resolution.
Terms drive the live schedule. Transactions update balances. Collections, protection, and recovery remain attached to the same account story.
Book
Borrower, dealer, collateral, APR, term, frequency, and amount financed.
Service
Live schedule, balances, payments, files, notes, and communications.
Collect
Worklists, payment promises, contact outcomes, fees, and follow-up.
Protect
Third-party insurance, cancellable CPI, policy status, and recurring charges.
Resolve
Repossession, bankruptcy, status changes, and the final account history.
Borrower and vehicleAccount data stays together
Simple-interest scheduleEvery installment stays visible
Payments and feesClear allocation and history
Documents and notesContext remains on the record