Your Shop Desk
Debt Relief · Custom Shop Desk CRM

A Custom CRM for Debt Relief Companies

For debt settlement firms that live and die on how long clients stay in the program. Yours would get back to inquiries fast, show every deposit and put each settlement offer in front of the client quickly.

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A Shop Desk set up the way a debt relief business would run it
A Shop Desk set up the way a debt relief business would run it

Shown: Kestrel Home Loans, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Debt Relief Words

Every enrollment moves down the same line. We name each stop the way your crew already does.

  1. 01Inquiry
  2. 02Consultation
  3. 03Budget Review
  4. 04Agreement Signed
  5. 05First Deposit
  6. 06Settlements
  7. 07Graduated

An enrollment on your desk hangs off the client and their enrolled debts.

So the card asks for what you actually need, and nothing a debt relief business would never fill in.

  • Total enrolled debt
  • Creditors and balances
  • Monthly program deposit
  • Program length
  • Settlement offers
  • Consent on file
Where it leaks

Where Debt Relief Businesses Lose Work

Inquiries Called Back Tomorrow

People reach out when the collection calls get bad, often late at night. If nobody answers until the next day, they call the next ad they see.

Clients Who Drop Early

The first months are when clients feel the least progress. With no check in and no clear picture, they cancel before the first settlement.

Offers Sitting Unanswered

A creditor makes an offer that expires in days. If the client can't be reached to approve it, the offer is gone.

What we would build

Fitted to How You Already Work

  • A Fast First Reply

    Web forms and missed calls get a text back in your voice right away, with a way to book the consultation. Your team picks it up with the details on screen.

  • Deposit and Program Tracking

    Every client shows deposits made, missed and coming up. A missed deposit goes to a lane so someone reaches out that day.

  • Settlement Offers Approved From the Phone

    You send the offer to the client's page and they review and sign off from their phone. The desk records who approved what and when.

  • Consent and Access Set With You

    We set up consent, opt outs and who on your team sees what with you. Sales does not need to see what negotiators see.

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Questions

What Debt Relief Owners Ask

Can clients approve a settlement from their phone?
Yes. We can set up a page where the client reviews an offer you send and signs off. What you offer and how you advise stays your call. The desk keeps a record of the approval.
Will it tell clients what results they'll get?
No. The desk shows the client their own deposits, offers and progress. It makes no promises about outcomes, and we set up the wording on every message with you.
Can I keep sales staff out of the negotiation side?
Yes. We set up who sees what with you, by role. A sales rep can see their enrollments without seeing every creditor conversation.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Debt Relief Business Runs

We will tell you honestly what a desk fitted to it would take.

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