Portfolio Grid
A live execution surface for your whole book. Update statuses, launch campaigns, and track every change from a single familiar grid — built for real account volume.
Every tool your team
needs to collect more.
One platform for portfolio management, client communications, workflow automation, and team operations — all connected.
Client Desk
Every call, SMS, email, edit, and payment stays attached to the account. Your team never hunts for context — it is always right there before the next touch.
AI Recovery Assistant
Draft collector replies, classify debtor intent, keep payment asks aligned to policy, and route sensitive conversations to human review before they move.
Guarded AIAutomation Engine
Status changes trigger sequences automatically — reminders, follow-ups, tasks, and escalations. Set the rules once. The system runs the chase.
Always-onOperations Console
Create workspaces, assign collectors, set access rules, and standardize workflows before the first account moves. Full visibility from day one.
Workspace Portal
Give collectors a live hub for active assignments, team chat, handoffs, and workspace activity — everything they need in one place, not scattered across tools.
Reporting & Insights
Track collection trends, workflow throughput, and case mix across your operation. Know exactly what is moving, what is stalling, and where to focus.
Built for scale
The only platform
your team needs to run.
Debtnote connects every role — owner, collector, client — into one operating system. No more stitching together spreadsheets, dialers, and inboxes.
- 24/7Automation runs without headcount
- 1 gridManage your entire book from one surface
- 0 gapsEvery action timestamped and on the record
- SMS (Twilio)
- Email (Gmail, Outlook, SMTP)
- Voice (3CX, RingCentral)
- AI Recovery Assistant
- Webhooks & API
- White-label
Ready to run operations at scale?
Most teams see results in week one.