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Proposal Management
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Home > Product > Components > Proposal Management

The proposal management module manages the final assignment of creditors to the DMP client accounts. Once assigned a proposal is generated which meets the requirements of the creditor (regular or full budget). Optionally proposals can be subjected to manual reviews based on the creditor. Proposals can be printed and mailed or sent electronically via EDI

Declined proposals sent electronically are automatically imported into the system. Along with the ability to enter mailed or faxed declines provides a managed approach to processing declined proposals

The system tracks changes to DMP accounts and determines if a new proposal is required. The system can automatically queue the new proposals or notify authorized users to review and approve the proposal prior to sending it out.

Features and Benefits

Feature

Benefit

Client - Creditor account linking Matches counselor entered information with creditor attributes to increase accuracy in creditor selection
Automatically generates regular or full budget proposals Based on Creditor requirements - maximizes likelihood of creditor acceptance and increases fair share
Full budget proposal analysis Enables analysis and categorization of counseling information to maximize creditor acceptance.
Sends proposals electronically (EDI) or print and Fax or mail Based on creditor requirements - maximizes likelihood of creditor acceptance and increases fair share
Proposals populated from Counseling data Proposals are automatically populated from information collected in the counseling session to eliminate redundant data entry
Process declined proposals from EDI or print Imports declined proposals to eliminate errors and reduce processing time. Simple process to apply upgrades including automatic client notification
Automatic re-generation of proposals when adding a creditor or changing Disbursement amount Ensures that creditors are notified in a timely manner - increases acceptance and fair share
Call to Action Plans Versatility to adjust creditor concessions based on multiple plan types adopted by top creditors. Allows the agency to send proposals based on the Call to Action concessions offered by creditors.