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RecoveryPro User Manual


1) After downloading and installing RecoveryPro, you will end up on the login screen. You can create your own user name and password at this time. After the login, you will end up on the main menu screen.

2) At the top left of the Main Menu screen click on the tab "Admin" and then the button "Licensing".

3) On the Licensing screen, enter your business name, contact information, and then click the "Register" button.

4) Once we receive your registration, you license will be updated and a new expiration date will appear the next time you start RecoveryPro. When you request to update your license (those not required to pay) or when you pay your quarterly licensing fee, your expiration date will update itself automatically when you restart RecoveryPro (we update the date on our end - so you don't have to enter a code - internet connection required).

5) Your software expiration date will appear on the top center of the License Screen.

6) After registering your copy of RecoveryPro, you will need to set up your Preferences. This is the 'Brains' of RecoveryPro and the proper set up is what will make RecoveryPro 'think'. This is what will optimize your recovery techniques in order to produce the most money possible . To set up your preferences, scroll this web page down to "Getting Started - Setting up your Preferences" and follow the directions given.




RecoveryPro does not run on your local network. Each computer is set up as a remote collector and runs independent of each other.



Creditor - a person or entity who is owed a debt

Creditor of Record - the person who owns the rights to a debt even if they are not the originator of the debt

JC - Judgment Creditor (often interchanged with OJC even though the JC is the creditor of record)

JD - Judgment Debtor (the person or persons who are responsible for the judgment)

OJC - Original Judgment Creditor (often interchanged with JC even though the OJC is the originator of the judgment)

Debtors and Judgment Debtors are technically two separate things. A DEBT has not been proven in court whereas a JUDGMENT has been proven in court. Being that RecoveryPro is designed for Collections and Judgments the terms Debtor and JD are often interchangeable. The same applies to OJC and JC.


MAIL MERGE - What is it and how do I set it up?

These instructions are for Word versions older than 2007. A video showing Word 2007 is in the video training section. Mail Merge is a feature of Microsoft Word. After opening a Word document, select the 'Tools' pull down. Select 'Letters and Mailings' then 'Mail Merge Wizard'. Select your document type on the right of the screen and select 'Next'. After another 'Next' or two, you will be asked to 'Browse' for the c:\RecoveryPro\QueryDB.mdb database. In the QueryDB.mdb, there are queries that will appear at the top of the list (after you browse to the database). These queries are already set up for you to access just about any information that you need. They are:

Get CompanyInfo, Get Courts_Sheriffs, Get Garnishees, Get Mail Labels, Get Marked Accounts, Get Marked Creditors, Get Marked Debtor Exams, Get Marked Debtors, Get Marked Garnishments, Get Other Addresses, and Get Verify Debtor Address

After selecting the proper query you will be able to start creating your document. Under the 'Write Your Letter' section, you select the 'More' link to add database fields to your letter. You can even format the fields by right clicking on the field after you add it to the letter. You really just need to play around with the letters and features and have fun with it. You can even format the fields by right clicking on the field after you add it to the letter.

The Get Mail Labels query is for scheduled letters that need to be printed. The Get Verify Debtor Address is for labels or postcards for debtor addresses that need to be checked (using Return Service Requested printed on the postcards). The other Get queries are debtors, creditors, accounts, and garnishments that you 'Mark' by checking the appropriate check box on the screen (in RecoveryPro). You need to save the record before it will appear in the query. RecoveryPro automatically un-marks the marked fields on startup. There are a number of other queries in the database that do not start with 'Get'. These queries are for the scheduled, manual, and monthly statements and are not for your use. Do not change any of the queries or your documents may not print correctly and/or RecoveryPro may error out and shut down. If you do accidently change one of the queries, just run the Update on this website and the QueryDB database will be replaced (update navigation button at the top of this page).

You really should check out the video training for Mail Merge.

Mail Merge Fields can be found HERE.

Custom Letter Head and Signature Line:

To set up your Custom Letter Head and/or Signature Line in RecoveryPro, click HERE

GETTING STARTED - Setting your preferences

Updated 9/29/2010

After downloading RecoveryPro you should first set up your Preferences. To do this, click on the Preference button on the Main Menu (on the Admin Tab - upper left corner).

The Preference button is circled in red on the screen shot of the Main Menu.

This is the Preferences Menu. The first thing you do is fill in your company information on the Company Info tab (circled in red).
The Collection Letters tab, Judgment Letters tab, and Solicitation Letters tab are all basically the same. This one is the Judgment Letters Tab (circled in red).

There are 12 letters including demand letter and payment statement. On the left side, you type the name of your letter (keep the name short - 15 characters). Next to that is a check box that 'activates' the letter so it will appear on the Account Screen (the Demand Letter and Payment Statement are already set up for you by default. You will want to review the other Demand and Payment Statement 'Styles' to see which one you will want to use).

Next to that is the number of days before the due date that the letter will print. This is mostly when you have a deadline like a payment statement. You may want to mail the statement 12 days or so prior to the due date. You will want to keep it around the 12 days in case you have a debtor who is paying every two weeks, so the current payment will be up to date.

Next to that is the number of copies you want to print. There are times when you may need a copy of a letter for your records (for court and such).

You then select the type of paper depending on the letter that you will be selecting. These are Regular, Perforated, and Other. Perforated paper has a 3 2/3 inch horizontal perforation. The best value that I have found for perforated paper is made by Xerox (click to see paper)

The Other Paper can be colored or heavy bond - anything that you wish to use (often used for solicitations). You will be prompted for your paper type when you print your letters.

When you select your letters, there are a number of 'Styles' for each letter. After selecting the letter, you can click on the 'View' link on the right of the pull down (the pull down that you used to select the letter). When you click on the View link, you will be taken to this web site to view a copy of the selected letter.

When selecting a letter, if the description has 'Custom Header' in the description, this will be your custom header that you create (see instructions HERE). Letters that do not use the Custom Header will use the Header Information that you set up in your Preferences.

This is the Non Scheduled Letters tab (in the Preferences Screen).

Number '1' identifies the location where you would start to add a New mail merge document to your Non Scheduled Letters list (number '5' on the screen shot is your list).

To add a new document, click the 'New' button and enter the letter name (what you want to call it) in the white text box in the middle of the screen. Click the 'Browse' button at the top center of the screen to navigate to the letter you want (usually a mail merge word document, but can be a spreadsheet or writable pdf. When done, select 'Save' to the right of the New button.

Number '2' is used to view letters that are in list '4' (Crystal Report Documents that were created for RecoveryPro). Just select the document in the list (single click) and then click 'view'. Once you find the letter and 'Style' you like, you click on the '- - > > >' button (located by Number '3') to move the letter / document to your list of Non Scheduled Letters (Number '5'). To remove a letter / document from your list (Number '5'), select the letter / document (single click) and then click the '< < < - -' button (remove button located at Number '3') Removing a letter or document from your list does not delete it. Only removes it from your list.

This is the Searches tab from the Preferences screen. There are 15 customizable searches (14 plus skiptrace). First, you name your search on the left side of the form (keep it short - you are limited to 15 characters).

You then set the number of days between the searches for the search you want to do. You also select if this search will be done for Judgments, Collections or both.

There are also five options for each search: 1) Do Not do search if address is know, 2) Do Not do search if payments are being made, 3) Do Not do search if there is an active execution, 4) Do Not do search if debtor is on welfare, & 5) Do Not do search if debtor is a dead end. These options allow for the software to 'think' and allows you to optimize your searches.

These 'exclusions' are activated in the Account Screen (per debtor).

This tab is for ClientWatch. ClientWatch is a separate program that your creditors can download to view the status of their accounts.

This only works if you have an online database. They only see basic account information and separate notes entered on the account screen. 
This is the Default Settings tab of the Preferences Screen. These 'defaults' fill in automatically when you start a new case (account).

If you set the default for your most used county, make sure to manually change the fields on the Account Screen when you have a different county. This is ideal for judgment recovery specialist. 

If you are working judgments, make sure to fill in the information on the left of the screen.

This tab is where you set the 'Names' for your User Defined Fields that appear on the Account Screen.

The fields on the Account Screen are available for your Mail Merge documents.
  This tab is for your email settings if you wish to send your creditors their monthly statements using email. 
This is where you set up your users. You set a 'User Name', 'Password', and permissions for your users.

On this screen, you set the name of the user who will automatically be assigned unassigned accounts (new accounts, etc). If a user is deleted (employee turnover), their accounts will automatically be assigned to another user that you have selected here.

This is the section where you can set up 'Remote Collectors' to work your accounts (other agencies or collectors who work from home - even your own home computer)

This is only if you have an online database. To get an online database, just check the check box at the top left of the tab.

Each computer has an unique ID number (I drew a red line through the id number on the screen shot at left). Have your remote collector email you their id number. Place their id number in the text box at bottom left and click the 'Enter' button. Your remote collectors will appear in the list box. You can select and delete them also.

Remember to set your remote users up with their own user name and password. 
This is the State Interest Rates tab on the Preferences Screen. If you live in a State that requires you to change your interest rates on a regular basis this is where it is done.

First, on the bottom left, you can enter up to four (4) State names that require regular updating. When you enter new accounts in the Account Screen, there is a pull down with these State names in it (state associated with judgment). When dealing with a judgment from one of these States, you select the name from that pull down (on the Account Screen). This 'Associates' that account to this State.

When you enter a new APR rate in the State Interest Rates tab on the Preferences Screen (screen shot to the left), all accounts associated with that State will automatically be updated and balances refigured. You can also delete rates by selecting a rate from the list box (single click) and click the 'Delete Rate' button. This will delete that rate change for all accounts associated with that State and refigure the balances.
This tab, in the Preference Screen, allows you to adjust the colors of the 'Buttons' on your screen. The left column (up and down), is the color that the button will turn when you pass your mouse curser over it. The middle column is the back ground color of the button, and the right column is the color of the print on the buttons.

You can test your choices by passing your mouse cursor over the 'Save' and 'Cancel' buttons at the top of the screen.

  This is the Other tab on the Preferences Screen. The top text box with a 'Browse' button next to it is the location to the RecoveryProBK.mdb database.

The RecoveryProBK database is an exact copy of your working database (RecoveryProData). If you have another hard drive on your computer, copy the RecoveryProBK database to the second hard drive and use this 'browse' to link to it. When the 'Use Live Backup' check box is checked *, all data changes are done to both databases at the same time.

This is a 'live' backup and not a daily data backup. In this case, if you have a hard drive failure, you have a copy of the database on the other hard drive.

*  If you uncheck this box for some reason and decide later to use it, you will have to make a copy of the RecoveryProData database and rename it to RecoveryProBK in order to start with matching data. If the data does not match when you start, errors could occur. 

Congratulations for getting this far. You have completed the hardest part of RecoveryPro (setting up the Preferences). From this point on, things will be easier.



This is the Main Menu of RecoveryPro. The part circled in red (on the screen shot to the left) is where you enter a new account. You can create a 'Solicitation' account, 'Judgment' account, 'Collection' account, and 'Arbitration' Account.

If creating a Collection or Arbitration account and you want to use the computer generated account number, you check the appropriate box under the text box (the account will start with the 'prefix' that you set up in your preferences.

You then click 'Add New'. You will then be prompted as to which database you want to place the account into (local database and any online databases that you may have).

If the account number is already in use, you will be taken to that account. This can occur, with judgments, if your State is reusing judgment case numbers county to county. Since the account number is handled different from the case number, you can create any account number that you want (normally, you use the case number so you can 'find' it again if need be - for judgments).
The section (circled in red) is where you can change an account number. It you want to create some 'Test' accounts, you can later rename them to an actual account and overwrite the data.

If the account number that you are trying to change does not exist, you will be notified of this. If the account number the you are trying to change to already exists, you will be notified of this also.

You can not accidently overwrite an account.

Just above the red line (screen shot on the left), are 12 buttons.

They are Active Debtor/Creditor, Debtors Only, Creditors Only, Judgments, Solicitations, Collections, Arbitrations, Pending BKs, Assigned, Purged, Pending Judgments, and Completed / Satisfied

Besides Active Debtor/Creditor, Debtors Only, and Creditors Only, the other nine (9) are the types of accounts that you can have (or 'Status' as the case may be).

These twelve (12) buttons populate the large white list box at the bottom of the screen (has three red arrows drawn on it in the screen shot on the left). You can set one of these 'buttons' as a default setting in the Preferences Screen. Otherwise, the last one that you select will be the same when you come back to the Main Menu until you select another or restart the software.

By double clicking on a name in the list box, you will be taken to the appropriate screen.

Tip: The nine (9) account types take you directly to the account screen. The other three (Active Debtor / Creditor, Debtors Only, and Creditors Only) will take you to a Debtor screen or Creditor screen respectively. These screens do display all accounts for the debtor or creditor (as the case may be) and does allow you to click on those accounts to take you to the account screen.

Judgments, Solicitations, Collections, and Arbitrations are self explanatory as the types of accounts that you can set up. When you sue on a collection account, you can either create a new Judgment account with the appropriate case number assigned by the court (easy to purge if you can't serve or get paid prior to judgment) or you can rename the Collection account - the downfall to renaming the Collection account is that it will mess with your Collection statistics. Either way, you would then switch the account over to Pending Judgments until the judgment is rendered by the court (then you would switch it to a Judgment account). The ability to 'switch' the account is done on the Account Screen.

If you receive a bankruptcy notice on one of your accounts, you switch it to a PendingBK account until resolved one way or another. If you assign one of your accounts to a third party (and you are maintaining an interest - as compared to just closing an account if you assign it just to get rid of it), you switch the account to the Assigned status so you can follow up as needed. There is also the 'Status' of Completed / Satisfied (also referred to as Closed/Satisfied). There is a difference between Satisfied and Closed. Satisfied is when you get paid and Closed is when you are no longer working an account for a valid reason. If closing an account, there is a text field for 'Reason for Close'. This fields is printed on the monthly statements and will be seen by your creditor. For that reason, be careful what you put in this field.

The last one is Purged. Think of this as the trash can. The accounts marked as Purged do not appear in your statistics. How often you empty the 'trash can' is set in your Preferences screen.

This section of the Main Menu (circled in red) you will find very helpful. You type in a name, select last or first name, active and/or inactive and click on the 'Find' button.

The debtor's name is searched two ways. One is by what you typed in the text box and the other is by soundex. Soundex is an algorithm that selects names by sound and similar spellings.

What is Active and InActive status? When there is an active account (all but purged and satisfied) the debtor and creditor are considered 'Active'. Otherwise, they are considered 'InActive'.

All of the buttons circled in red on the screen shot on the left (on the Main Menu screen) will be addressed in this user's manual individually by screen.

The buttons are located on the Daily Tasks tab, Other tab, and Admin tab.

These buttons all go to there own screens and, as stated above, will be discussed individually later.



When you click on a debtor's name, from the Main Menu, you come to this screen (Account Screen).

The first thing to address is that in the upper left of the screen (circled in red) is where you change the 'Status' of the account. To change the status, you click on the button labeled 'Lock/Unlock Status' (used as a security feature to prevent the 'accidental' changing of the status)

You can then select the type of account this is: Judgment, Collection, Solicitation, PendingBK, PendingJudgment, Assigned, Closed/Satisfied, and Purged.

When this is changed, you will be prompted to review your debtor letters. This is to make sure that letters do not survive from one status to another. If they do, you will print unwanted scheduled letters. To check the debtor's letters, you click on each debtor and review the scheduled letters on the debtor tabs.

This is the first tab that you will see - Debtor List / Review tab (circled in red).

The bottom of the screen has several fields where you can enter a review reminder that you need to do and the date that it is due. The review will appear on the Daily To Do List Screen.

A review that is due will be highlighted in yellow. After completing a review, you can just check the Delete check box next to the date and the review will be deleted when you select 'Save' at the top of the screen.

Above the review section is where you add/remove debtors to your account. In the Add Debtor box, you click the Lock/Unlock button. This allows you to select a debtor from the Active Debtors or the InActive Debtors pull downs. If you need to add a new debtor, click the Add New button (the Lock/Unlock button acts as a safety).Debtors who have been added to your account are listed in the list box on the left of the screen. You can have one debtor or even a hundred debtors if you want.

Double Clicking the debtor's name will switch you to one of the debtor tabs and populate the debtor's information.

To remove a debtor from this account, single click the name (in the Debtor List Box) and then click the 'Remove' button. You will be prompted to remove the debtor from this account. The debtor is not deleted from the database, only removed from the account.

You will see a "PTP Date" and "PTP Amount". This stands for Promise to Pay. This is used to track future Promises (mostly used for collections - normally you should send out a payment statement to handle a promise. Can be used to call back on a promise.) 

This is one of the debtor tabs on the Account screen. The top of the tab has standard fields for the debtor. If the debtor's address is current, you need to check the 'Address Current' check box next to the address date field; otherwise, this debtor will end up in your SkipTrace list.

There are two field labeled 'Scores'. This is so you can apply some scoring system to your debtor to determine if the debtor is worth pursuing. If you determine that your debtor is on welfare or is a dead end, you can check the appropriate boxes on the right side of the screen. By checking these boxes, your searches will be adjusted based on your preferences. Also, there is a check box labeled 'Marked'. This marks the debtor for mail merge. In order to use mail merge, you have to 'Save' the record first.

  This is where you put Debtor Notes. Since debtors can be assigned to multiple accounts, these notes should be for the debtor only (not the account).

Account notes should be put in the Account Notes section.
This tab (circled in red on the screen shot) is the Employment / Banking tab on the Account Screen. This is where you can enter employment and/or banking information. If you believe that this could be a possible execution, check the 'Possible Execution' check box on this tab. By checking this check box, this debtor will appear on the Daily To Do List screen as a Possible Execution.
This is the Asset tab on the Debtor tab of the Account Screen (circled in red). If you have an asset that you believe could be eligible for an execution, you can check the 'Possible Execution' check box on the Employment / Banking tab.
  The tab circled in red is the Attached Documents tab on the Debtor Tab. To attach a document to the debtor, select 'New' under the white list box. Enter the name that you want to call your document and use the 'Browse' button to locate the document. Once found, you select 'Save' under the list box and the document will be attached to the debtor.

If you are using a local database (on your computer), only a link to your document is stored in RecoveryPro, so if you move your documents, they will not open here (the link will be broken).

If you are using an Online database, a copy of the document will be uploaded online. To keep the database as small as possible, make sure to keep your scanned resolution as low as possible (200 - 300 dpi). Attaching .pdf copies is ideal.
The 'Remove' button will remove the highlighted document from your list. If you are using a local database, it just removes the link and does not effect the document itself. If it is an online database, then the document will be deleted.

To view a document from the list, double click the document and wait for the name field and path fields to populated (online documents will show a path as being 'Online' and may take awhile to populate). You can then select 'Open' to open the document.
The tab circled in red is the Scheduled Letters / Payment Plans tab for the Debtor tab of the Account Screen.

The Letters that you set up in your Preference Screen will appear here. You can check which letters you wish to send to the debtor (the first one is the demand letter and the last one is the payment statement).

On the right side of the tab, there is a field for the amount of payment that you are requesting (if you are only using demand letters, the full amount due is automatically printed on the demand letter and an amount would not be required here). Next to the Payment Amount field is the First Due Date field. Usually, you would use today's date so the first letter (usually the demand letter) would print right away. Then you select the number of days between payments (or letters as the case may be). You can select monthly or a set number of days.

After entering the First Due Date and the number of days between payments (letters), you click the 'Reset Dates' button at the top of the tab. This will automatically set the Print Dates and the Due Dates for all your letters. It will also set a Review Date (right side of tab). This Review Date will come up to remind you to take a look at this debtor once the letters run out. If you are using a Payment Statement, you need to decide if you are going to send only one statement or if you are going to send a statement every month (or number of days that you set). If you only want to send one Payment Statement (and then have the account go to Review if unpaid), you check the check box labeled 'No Advance for Payment Statement'.

You can override the Print Dates and Due Dates as needed, however, if you click the 'Reset Dates' button it will set them back based on the First Due Date entered. Also, if the debtor misses a payment, it will appear in the Daily To Do List screen as a missed payment.

The section below the red line is the location of the searches. The first search is SkipTrace and the rest are whatever you set them up to be in your Preferences.

If you really do not want to do a search for a debtor, you can uncheck the search and it will not appear on your Search screen (not recommended in case you later decide to change your search).

It is not recommended to uncheck the unused searches. Unused searches do not effect the Search screen and if you ever add a new search your debtor will then be set up for the new search.

After doing a search, you need to remember to enter the search date into the date field for the search. This will then remind you to redo the search at a later date based on your Preference settings.

This tab is the Creditor tab. There is space for two (2) unique creditors. Letters and statements will print for both creditors.

To add an existing creditor, you unlock the pull downs and 'Add New' button just like you did with debtors.

The first field on the form is marked 'Required' and is what your creditor will be known as.

You can set each creditor to receive a % of the creditor's %. Example: Two unique creditors for the same debtor. 50% commission rate. One creditor is entitled to 60% of the what is collected and the second creditor is entitled to 40% of what is collected (out of the 50% of the gross collections).

 This can be used for sales leads commissions or referral commissions.

Under each creditor, there is a box with five (5) selections. These range from 'None' to 'Annual' and is used to determine if update statements are to be sent to this creditor.

This is the Debt/Exams/Print tab from the Account Screen. The purpose here is to enter the debt information. The fields are standard. SOL stands for 'Statute of Limitations'

There is a pull down labeled 'State Associated With Judgment'. This pull down contains the State names that you set up in the Preferences Screen for States that require regular interest rate updates. This is where you 'Associate' this account with that State so any interest updates that you do will effect this account.

On the right side are a number of dates. Most are used for statistics and should be entered for that purpose. There is a difference between 'Satisfied' and 'Closed/Canceled'. Satisfied is when you get paid and Closed/Canceled is when the account is closed for some other reason. That reason should be typed into the 'Reason for Close' text box (examples: Dead, Discharged in Bankruptcy, Assigned to ABC Recovery, etc). This reason is printed on the creditor summary report.

The section circled in red is very important. It is the percentage rate your creditor will receive of principal/interest payments, creditor fees payments, and court costs payments. If you have an agreement with an OJC to return court costs at 100%, then this is where you would put it. If you paid the court costs on a collection account to get the judgment, you would enter 0% here (etc).

The text box identified with a red arrow pointing at it, is the Max Payment field. This is when you have an agreement with an OJC to pay a fixed amount that may be lower than % split in the other fields. You still need to enter the % rates in order to generate an amount owed the creditor. The Max Payment field will then override that amount.

This is the Judgment Header / Style tab (circled in red at the bottom of the screen) of the Debt/Exams/Print tab (underlined at the top of the screen).

This is where you put the 'Style' or 'Header' of the court case (Plaintiff vs. Defendant) along with the addresses of record in the case. This is the information that will be printed on legal documents (including assignments).

On the right of the screen is the JC & JD Agreement Names, Statute of limitations, your % and the Creditor's %. These are all fields (excluding SOL) that print on the agreement document.

The JC & JD Agreement Names are required and are used in RecoveryPro to populate list boxes for searches and such.

Tip: Enter the debtor(s) names, last name, first name in order to alphabetize in lists.

Tip: The debtor addresses on the 'Style' should be the address provided by the OJC to you or what is in the case file for the debtor(s) even if you have a current address for the debtor(s). In some cases, OJCs will contact you simply because they do not have the ability to skip trace a debtor. If you put a current address in these fields and send the OJC an assignment giving the current address, you risk the OJC pursuing the debtor themselves because you gave out a free skiptrace.

This is the Solicitation Letters Tab on the Debt/Exams/Print tab on the Account Screen. This tab will only be populated (visible) if this is a Solicitation account.

This works like the debtor letter section of the debtor tab. You check the letters that you want to send to this creditor (primary creditor - Creditor #1). You then select the start date for the first letter and the number of days between the letters (or monthly). You then click on the 'Reset Dates' button. This will set the print dates and the review date for this account.

Of course, you can override these dates by entering your own dates.

This is the Debtor Exams tab on the Debt/Exams/Print tab on the Account Screen.

You enter the current exam information in the first row. The exam will then appear on your Daily To Do List.

When the exam is done, you check the box 'Done' or 'Cancelled'. In some States, cancelling an exam allows you to apply for another one. By selecting cancel, this account will appear in your Daily To Do List screen as a possible debtor exam.

When you save the Account screen, the exam information will move down to the Old Exams section automatically (if you checked done or cancelled).

By checking the 'Marked' box and saving the account, you can use Mail Merge to create any documents that you may need for this exam.

This is the Print Manual Forms tab on the Debt/Exams/Print tab on the Account Screen.

The arrow is pointing at the manual letters that you set up in the Preferences Screen. You select the letter (document) that you want to print (the name and path will appear in the shaded labels where it says 'Document to Print'). Select the number of copies to print and click on 'Print' button.

At the bottom of the tab, there are four (4) buttons. The left one will print a report to a debtor showing all payments made on the account (you need to populate a Debtor Tab with a debtor. After doing so, the debtor's name appears to the left of this button. Select the Debtor's name to print the report).

You can also print a report for the Creditor showing all payments made on the account (from the debtor and also payment you made to the creditor).

The next button (3rd from left) is one that will print a statement of what you owe the creditor for ALL accounts that the creditor has.

The right button is the 'Pay As You Go' button. This prints a statement for the Creditor (what is owed) for this account only. You can then pay the statement or put it aside for whatever length of time you need prior to payment. This is often used when you receive certified funds.

This is the Payment tab (circled in red) on the Account Screen. There are two (2) tabs on the Payment tab. They are Debtor Payments (underlined in red) and Creditor Payments.

This tab is showing the Debtor Payments tab. It shows the last three (3) payments made by the debtor. To see all payments made on the account, click on the 'View All Payments' button at the tab (marked with an arrow).

At the top of the Payment tab (just above the top arrow), there are a number of highlighted labels (look like text boxes). These show you the principal, interest, recovery fees, OJC fees, and court costs that is still owed by the debtor. There is also a field showing the current balance, Per Diem (daily interest due) and the date that interest is paid through. Under these fields there is a field labeled 'Note to Self'. This is were you can enter any notes related to payments (Example: Rebate 50% interest).

The top red arrow points to the 'Next Payment' button. If you are entering multiple payments on one account, you can click this button between entries, otherwise it is not required to click this button for one payment (the payment is saved when you select the 'Save' button at the top of the screen.

To enter a payment, just enter the date of payment and the amount of the payment. The 'Interest Rebate' is an amount that comes off the debt but is not credited towards what is owed the creditor. You can make deals with the debtor to pay part of the interest, match payments, etc. This field is also used to 'zero' out the account when satisfied.

After entering a payment, you can apply the payment to Recovery Fees, OJC Fees (court allowed expenses by the OJC prior to assignment) and Court Costs. The remaining will automatically apply to interest and then principal.

For your convenience, the amount of fees, OJC fees, and court costs owed is listed above the fields.

In you want, you can change the interest rate at any time by clicking the 'Change Rate' check box and putting in a new rate. This new rate only effects payments and interest after the rate change. You can change the rate from payment to payment or by just entering a rate change entry (date, check box, and new rate - no payment amount required).

To the right of the APR field, there is a pull down that allows you to select the debtor who made the payment. This is totally for you reference at this point.

Next to that pull down is a text box where you enter a 'J' Judgment payment, 'C' Collection payment, 'A' Arbitration payment, or 'P' Pre Assignment payment. This is strictly for statistical information.

On the far right of the tab is a section that shows the creditor's percent rates for Principal/Interest, OJC Fees, and Court Costs (these are set on the Debt/Exams/Print tab). The values are also given based on the account balance.

Tip: If you are entering a number of payments, you can go to the 'View All Payments' screen and enter them there.

Tip: This payment tab assumes that you are entering the payments oldest to newest. In the event that they are not in proper order (which messes with the balance due and interest), you can click on 'View All Payments' button which will put them back in proper order (that screen also puts them in order on Save so you can make entries on that screen also).

Tip: If you are settling an account for less than full value and you are required to pay the creditor there full % of the original amount due, do not enter the 'discount' amount as a Rebate, enter it as a separate payment so it properly credits what is owed the creditor.

This is the Creditor Payments tab (circled in red) on the Payments tab (underlined in red) on the Account screen.

This is where you enter the date and the amount of payment made to the creditor. You can also enter payments that the creditor received prior to assignment (red arrow at bottom of tab). The purpose of being able to enter payments received by the creditor prior to assignment is so you can enter those debtor payments in order to keep interest accurate.

At the bottom right of the tab you can print a 'Pay As You Go' creditor statement (prints what is due on the account at the time of print). You can also print a statement for the creditor that shows all payments received on the account. The last one prints all amounts owed the creditor on all the creditor's accounts.

If you run out of space, you may have to add up payments and make an entry like: All payments 2008. There are no statistics for payments to your creditors.

If a creditor receives a direct payment from a debtor, you can enter the payment here (date/amount). In the description, you can put something like 'Direct payment'. When you produce your monthly statement for your creditor, it will then show as a bill for them to pay you your commission.
This is the Expenses tab on the Account screen (circled in red).

This is where you enter your court allowed expenses.

If you run out of lines, you may have to add up lines and make an entry like: Expenses 2008. If you do this, you should enter a date for the year that you are using so the expenses will be listed properly in your Statistics.

This is the Note tab on the Account screen. It is were you can type whatever you want about your account.

The red arrow points to a note box that your clients can see if they use ClientWatch. Keep this brief and to the point. Do not list your information brokers or other techniques that you are using.
This is the Garnishment tab on the Account screen. You fill in the debtor information and the garnishee information. You then check the 'Mark' check box and use Microsoft Word to mail merge the data to any form(s) that you create.

You need to save the record prior to using mail merge (records automatically save when you use the Non Scheduled Letters section of the account screen).

There are 8 'Other' fields on this screen. They can be merged into your documents. Since they are not user defined, you will have to make a note somewhere as to what each 'Other' is to be used for. 

When the garnishment runs it's course, you click the button marked 'Send to Old Garnishment List'. This will send it to the Old Garnishment tab (described next). This will take the garnishment out of your Daily To Do List.
These are 30 user defined fields that you can use in your mail merge documents.

You set the 'name' of the field in your preferences.


This is the Court and Sheriff screen (accessed from the Main Menu). This is where you enter the contact information for County Clerks and Sheriffs (based on County Name and State)

Envelopes and blank letters to the Clerk and Sheriff are included in the 'Forms' folder (c:\RecoveryPro\Forms) that was installed with RecoveryPro. These forms are already mail merged to the Clerk and Sheriff table. You can create any form you want and use mail merge.

This is a contact screen which we call Other Addresses. It is accessed from the Main Menu and works the same as the Court / Sheriff screen. Again, basic letters and envelopes are included in the 'Forms' folder (c:\Recover\Forms) and are already mail merged to the Other Addresses table. You can create any forms or envelopes that you want and mail merge to this table.

* Tip: You can set up a folder on your computer with envelopes and letters with your personal/family name and address for the return address and use this contact screen for personal contacts.

This is the Garnishee Screen. You set up your garnishees here so you can quickly populate your Garnishment tab on the Account Screen.

You can also mail merge to the Get Garnishees Query in the QueryDB database
This is the Needed Search screen (from the Main Menu). It will list the searches that you need to do. You simply double click on the debtor's name and it will take you to the appropriate account (debtor screen).
This is the Daily To Do List (from the Main Menu). Here you find the things that you are to do based on what you did to your accounts and your Preference setups. You click on the button for the item you want to do and then double click on the debtor's name in the list box at the bottom of the screen. This will take you to the appropriate account (or debtor screen).

These include: 1) Check Landlord, 2) Late Payments, 3) Reviews, 4) Expiring SOL, 5) Last Date Worked, 6) Possible Debtor Exams, 7) Debtor Exams, 8) Possible Garnishments, 9) Garnishments, 10) Expiring Agreements, & 11) Verify Addresses

This is also the screen where you would print your scheduled letters. You can also 'Mark' the letters that you need to print prior to printing the letters. This allows you to print envelopes or mailing labels prior to printing the letters (using mail merge). Otherwise, all the letters print the address so you can use windowed #10 envelopes (window in the bottom left).

For Verify Addresses, blank postcards can be mailed to get forwarding address information. These can be found in the Forms folder (c:\RecoveryPro\Forms). If you have a letter or something else you want to send, envelopes or mail labels can be printed from the Verify Addresses list. Once printed, you just check the box on the screen 'Update Address - Done on Close' and the addresses are updated (you will have to adjust the address dates as mailings are returned with forwards / no forwards, etc)

This is the Find screen (from the Main Menu). You can search the database for different information that you are looking for. Example: when looking for a name, every field in the database that can hold a name is checked. All of the results appear in the list box on the right side of the screen. You can then click on the record and it will take you to the appropriate screen.

Phone numbers are searched only by the last 4 digits. This allows for entry of phone numbers using (555) 555 or 555-555 with or without spaces, dashes, etc. You can also type in a three number area code, etc.

All name searches use soundex algorithms to increase your chances of getting results based on different spellings or similar sounding names.

This is the Maintenance screen (from the Main Menu). This is to catch fields that need values for statistics or are just needed (such as d/o/b and SS#)
This screen is the Owed Creditors screen (from the Main Menu). This screen lists all of the creditors that you owe money to. You can print statements and account summaries from this screen. After writing your check to the creditor, you double click on the account in this screen in order to enter the payment in the Account Screen (where you list your payments to your creditor).

If you have your email set up in your preferences, you can email your monthly summary statements to your creditors from here.
This is the first Stats screen from the Main Menu. It shows a number of stats including your unrecovered expenses, active and inactive creditors and debtors.
This is the Stats screen that is accessed from the first Stats screen. This screen has running totals showing your year to year recovery and recovery percentage rate. There is also an overall recovery rate at the bottom of the screen.
  This is the Administrative Screen from the main menu (Admin button on Admin tab).

It has your users and lists your accounts by last date worked. You can select an account and then go to the account. You can also select an account and transfer it to another user.
  This is your Client Leads Screen from the Main Menu. It is identical to the Creditor Screen.

Client Leads are in your InActive Creditor pull down on the account screen. If you create an account using a creditor from your Client Leads, you can select them from the InActive pulldown. This will take that client out of the Client Lead section of the program (they are active at that point).
  This is the Phone Dialer Menu Screen. You set up your phone dialing campaign here. You can integrate a power dialer to RecoveryPro and use that software to run your phone dialing campaign or you can use the 'Manual Dialer' (which is the account screen with forward and backward buttons added so you can navigate account to account.
  This is the Quick Collection Menu. This is similar to the Phone Dialer Menu in that you select your campaign and then click the 'Populate Quick Collection Screen' button (which is the Account Screen with forward and backward navigation buttons).
This is the Account Screen showing the location of the navigation buttons that will appear if you are coming from the Quick Collection Menu or the Phone Dialer Menu.
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