Collections Inquiry: Select Accounts

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ICOLL7-01

Collections Member Selection

145


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Access this screen by selecting Tool #982: Work Collections (Shortcut: collec).

Check out the video related to this topic: Work Collections Screen (More videos below!)

Helpful Resources

Learn how to complete collections-related tasks.

Want to improve your collections process? Use our Building the Factory series to create a marketing campaign from start to finish!

CU*BASE Collections Overview

CU*TIP: Use Summary (F15) to view a summary calculation of delinquent, overline, and written off loans, as well as negative balance shares and classified loan accounts.

Screen Overview

This is the first of two screens used to inquire on and work with collections data, including overdrawn lines of credit, delinquent and written-off loans, and negative balance share accounts.

This first screen lets you decide what accounts you want to concentrate on today. You then decide whether you want to take advantage of the combined inquiry feature which will show you other accounts these members have that need attention.

For example, if you are working your delinquent loans, it is a good idea to also see any other accounts your delinquent members have that should be handled when you contact the member. If Mary Smith has a delinquent loan and also a negative balance checking account, you can discuss both of them with her during the same call. This avoids extra work for you and is more convenient for the member.

Using the Combined Collections Inquiry: Step by Step

  1. First, use the three optional fields at the top of the screen if you want to limit your list to accounts assigned just to your Collector ID, or if you want to work just a single Corporation or member Branch ID. Leave them blank if you don't want to use these filters.

  2. Next, decide “What accounts do I want to work today?” and check the appropriate Work... checkbox. For example, if you are working delinquency today, click the Work delinquent loans checkbox.

  3. To narrow down the list a little more, you can use the selection fields just below the flag you checked to choose things like delinquency level, number of days negative, overline amount, etc. NOTE: If any selection criteria are entered, the corresponding checkbox MUST be checked or you will receive an error message.

  4. Finally, if you want to also see any other accounts these members have that need attention, be sure to check the Show all other accounts for these members flag (this is checked by default).

  5. Press Enter to proceed to the Collections Member Inquiry screen.

Tips

Buttons

Buttons

Description

Summary (F15)

Use this to view a summary calculation of delinquent, overline, and written off loans, as well as negative balance shares and classified loan accounts.

Tracker Listing (F17)

Use this to print a report showing all conversation records stored on the system, sorted by member account, with or without follow-ups.

Follow Up Listing (F18)

Use this to print the "Outstanding Follow-ups By Employee" report, which shows any tracker conversation notes that have been flagged as requiring follow-up.

Additional Resources

Creating a Collections Tracker

View more collections videos.

Visit the Show Me the Steps video library to view more videos!

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#ICOLL7-01.htm