Online Status Report Client Portal is Now Active!
Carpenter, Hazlewood, Delgado & Bolen is pleased to announce that our online status report Client Portal for community managers and board members is now active.
Enhanced features include a collection stage graph that categorizes accounts based upon the collection stage that they are in.
Three report styles make it easier for you to filter the information that you need. The Board Decision Report shows you only accounts that require an immediate board decision. The Snapshot Report serves as a quick account summary. The Historical Report shows a chronological detailed view of your accounts.
Want to have your status reports automatically emailed to you on a recurring basis, say the 15th of each month? Just contact us.
Need to further customize your report? We can send you a download of your report, in multiple file formats, including Excel, upon request.
If you experience any issues, please do not hesitate to e-mail us at [email protected].
Click image to download PDF.
