Document Management for Collections Agencies

Document Locator improves agency efficiency, compliance administration, accounting, HR management, and more using robust document management with integrated document scanning.

More Than Document Scanning

Document scanning, or imaging, is an important first step. However, once scanned, information must be incorporated into an effective document management structure in order to be easily searchable, shareable, and usable by others. Document Locator's comprehensive document management and document scanning package is a complete "paperless office" solution with features like image-to-text indexing, OCR zone capture, and bulk/high-speed scanning that turns paper into usable and findable electronic files.

Instant Access to Source Records

Document Locator cuts minutes to seconds, giving agents instant access for viewing and printing all source documents and client files. Real-time search speed, with sub-second results, provides on-demand access to client records, invoices and statements. Debtor disputes are handled on-the-fly, and recoveries are accelerated.

Compliance Administration

Document Locator improves the management of compliance programs for everything from PPMS, to Sarbanes-Oxley, to HIPAA, to other state and federal regulations.

With the ability to manage compliance program records, and maintain control over all supporting collections documents, you can be certain of your agency's continued compliance with government and industry regulations. Features such as version control, history, security, workflow, and auditing power your ability to effectively manage everything from polices and procedures, to work constructions, to client records.

Accounting Records

Document Locator maintains best accounting practices by making sure that records of every invoice generated and bill paid are electronically filed and instantly available for future audits, customer/vendor questions, and compliance. Integrated document scanning captures out-going invoices, incoming bills, and customer checks to automatically digitize them and make them available to view or print on demand when needed in the future. As files are saved, metadata is automatically associated with them, making searching and filing fast and efficient.

HR Administration

Document Locator is your key to keeping existing employees up to speed with the latest company policies, bringing new employees onboard more quickly, and controlling the administrative processes that drive a successful workforce. Training manuals, collectors’ manuals, company policies, and operational documents are easily maintained in "paperless office" efficiency. Administrative forms such as time-off requests, expense reports, and employee reviews are efficiently routed, approved, and filed using automated workflow.

Paperless Office

Locating paper records in filing cabinets takes minutes–or worse, days–when documents are warehoused off-site. Filing, handling, and routing of paper documents is slow, costly and labor-intensive; agents alone request dozens of client source documents be pulled and refilled per day in their race to recover debt. Furthermore, the cost of record-keeping grows over time as expanding file cabinets consume valuable office space and off-site storage fees add up.

Document Locator takes you a step closer to a paperless office by giving you the power to efficiently and cost-effectively manage all your paper and electronic documents, allowing them to be instantly shared, tightly controlled, and permanently archived.