Overview
Recovery Trend (30 Days)
Recent Payments
| Date | Amount | Type | Status |
|---|---|---|---|
Active Sequences
Active
Completed
Paused
Compliance Health
Checks Passed
Accounts
| Name | Phone | Balance | Status | Actions | ||
|---|---|---|---|---|---|---|
Balance
Status
Contact Timeline
No messages yet.
Payments
No payments yet.
Upload Accounts
📄
Drag & drop a CSV file here
or
Required columns:
account_number, first_name, last_name, email, phone, balance, creditor
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Total Rows
Successful
Failed
Errors
Row :
Contact Sequences
| Account | Template | Status | Step | Started | Next Action | Actions |
|---|---|---|---|---|---|---|
Payments
Total Recovered
Total Payments
Full Payments
Settlements
All Payments
| Date | Account | Amount | Type | Status |
|---|---|---|---|---|
Compliance
| Timestamp | Account | Type | Result | Details |
|---|---|---|---|---|
Billing & Revenue
Stripe Connect Status
Complete Stripe Connect setup to receive payments directly to your bank account.
✅ Your account is connected. Payments are deposited automatically within 2 business days.
Outstanding requirements:
Account Limit
Transaction Fee
Plan Tier
This Month's Revenue
Total Collected
Platform Fees
Net to You
Payments
accounts active •
messages sent •
% average fee rate
Upgrade Your Plan
Recovery Fee:
Accounts:
Recent Payment Splits
| Date | Gross Amount | Platform Fee | Net to You | Fee Rate |
|---|---|---|---|---|
No payments yet this month.
AI Negotiations
Conversion Rate
Total Recovered
Avg Settlement %
Avg Steps to Settle
Negotiation Policies
Default
No policies yet.
Negotiation Sessions
| Account | Offer | Step | Status | Last Activity | Actions |
|---|---|---|---|---|---|
Negotiation Detail
Status
Current Offer
Step
Settlement
Notes
Manual Override
Agency Applications
| Date | Company | Contact | State | License # | # Accounts | Status | Actions |
|---|---|---|---|---|---|---|---|
No applications found.
Status
# Accounts
Contact
License
EIN
Address
Current Tools
Website
Review Notes
Rejection Reason
Reject Application
Settings
Agency Profile
Settlement Defaults
Contact Preferences
8:00 AM — 9:00 PM (consumer local time)
Integration Status
Twilio (SMS)Connected
SendGrid (Email)Connected
Stripe (Payments)Connected