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Collection Phone Calls, UDPS and the FD CPA This Presentation will begin at 11:00am Pacific 12:00pm Mountain 1:00pm Central 2:00pm EasternPresented by Scott Holmquist President, Second Alliance, Inc.
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How to fill out collection phone calls

01
Start by gathering all necessary customer information, including their name, phone number, and details of the outstanding debt.
02
Make sure you have the appropriate authorization to make collection calls on behalf of the company or individual you are representing.
03
Familiarize yourself with the applicable laws and regulations regarding collection phone calls, including any restrictions on calling times or frequency.
04
Prepare a script or outline of the key points you want to cover during the phone call, including the purpose of the call, the amount owed, and any available payment options.
05
Begin the call by introducing yourself and clearly stating the purpose of the call, including the outstanding debt and the reason for the call.
06
Listen attentively to the customer's responses or concerns, and address them appropriately and professionally.
07
Offer clear and concise payment options, including any payment plans or arrangements that may be available.
08
Document all relevant information from the call, including any promises or agreements made by the customer.
09
Follow up as necessary, whether it's sending out payment reminders or contacting the customer again if they have not fulfilled their payment obligations.
10
Always maintain professionalism and courtesy during the phone call, even if the customer becomes agitated or difficult.

Who needs collection phone calls?

01
Collection phone calls are typically needed by businesses or individuals who are owed money by customers or clients.
02
Creditors, debt collection agencies, and financial institutions are common users of collection phone calls.
03
These calls are necessary to remind customers of their outstanding debts, negotiate payment options, and ultimately recover the money owed.
04
Collection phone calls can also be used by individuals or organizations to track down individuals who have defaulted on payments or obligations.
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Collection phone calls are attempts made by creditors or collection agencies to contact debtors in order to collect payment for delinquent debts.
Creditors or collection agencies who are attempting to collect payment for delinquent debts are required to file collection phone calls.
Collection phone calls can be filled out by documenting the date and time of the call, the reason for the call, any payment arrangements discussed, and any other relevant information.
The purpose of collection phone calls is to contact debtors and attempt to collect payment for delinquent debts in a timely manner.
Information such as the date and time of the call, the reason for the call, any payment arrangements discussed, and any other relevant information must be reported on collection phone calls.
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