Lend
Know what is overdue and who needs to act.
Review overdue accounts, repayment status and collection follow-ups. Coordinate cases and next actions with Automis Lend collections workflows.
How this workflow helps
Start with the correct repayment position. Separate unpaid amounts from unmatched payments, then assign permitted follow-up work under your collections policy.
What to review with your team
- Reconcile payments and balances
- Assign and record permitted follow-ups
- Escalate disputes and exceptional cases
Organise collections around the next accountable action
Collections management connects the repayment position with follow-up work. Teams need an accurate balance, a clear record of previous contact and an assigned next action. Review payment reconciliation and disputed amounts before deciding how a case should progress.
Reconcile the repayment position
Review due dates, payments received, reversals and unresolved reconciliation items. Distinguish an unpaid instalment from a payment that has arrived but has not yet been matched.
Assign and follow up
Route the case to the responsible team under the lender’s approved policy. Record the outcome of each permitted contact, any dispute and the agreed next action.
Review exceptions and closure
Escalate disputed or exceptional cases to the appropriate reviewer. Update the account after reconciliation and keep the action history available for servicing and audit review.
Frequently asked questions
What should we review before getting started?
Start with the correct repayment position. Separate unpaid amounts from unmatched payments, then assign permitted follow-up work under your collections policy.
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