Forwarding

This guide will outline the steps to configure a Forwarding Vendor. Common Reasons for Forwarding Accounts: Consumer Address: Forward to another agency to collect from a consumer in a location where you don't operate. Collection Type: Forward...

This article covers how to manage bundle preferences for forwarding and recalling bundle accounts in ACE. Go to Forwarding → Preferences to control bundle preferences for forwarding. Forward Bundle Method   This contro...

Forwarding Distributions To setup account distribution go to Forwarding → Distributions Distribution can be setup to: Send accounts that meet specific criteria to a vendor Distribute accounts between multiple forwarding vendors (via ratio ...

To view batches placed with your forwarding vendors: Go to Forwarding → Placements Select Batch The detailed view of the batch will display a summary at the top. The summary contains the number of accounts, the type of placeme...

The Forwarding Options section contains the fields that directly correlate to accounts that have been forwarded to a third party or other agency to be worked on your agency's behalf. Go to Accounts → Search .  Note Wild card sup...

Go to Forwarding → Recalls to view the batches recalled from your forwarding vendors. To see the details of each batch, click on the batch. Image Displays Recalls History

Recall method setup To remove an account's forwarding status, you will need to recall the account.  You can set up an automatic recall method on accounts that have closed due to: Paid off Cancelled Bankruptcy ...