Features of BPO / REO Management
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
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
Manage field and office staff
Multiple levels of roles and access control
Field rep ABC #, insurance and vacation
Field rep fees, territory and signature
Create dynamic forms with rules
Build forms from scratch or add from library
Set required fields and photos
Set highlighted fields and rules
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
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
Extensive reporting to give you insights to your business
Standard or custom reports
Rep scorecards, client volumes, etc
Accounts receivable, payable and more
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
