1. Real-Time Portfolio Dashboards

Clients should see:

• Total outstanding
• Collected amounts
• Ageing buckets
• Trends over time

Real-time dashboards turn vague "how are we doing?” into clear insights.

2. Drill-Down to Account Level

From portfolio to individual accounts, clients should be able to:

• View communication history
• Check statuses and promise-to-pay notes
• See payment plans and disputes

Transparency builds trust.

3. Secure File Uploads and API Ingestion

Make it easy to send new debts:

• Drag-and-drop file uploads with validation
• Integrations or APIs for automated data feeds
• Clear feedback on errors or rejected records

The easier it is to send files, the more work you’ll receive.

4. Communication & Activity Logs

Every action should be visible:

• SMS and email copies
• Letter events
• Call notes and outcomes
• Status changes and escalations

This is crucial for both service and compliance.

5. Configurable Workflows and Rules

Clients love control. Offer them the ability to:

• Set escalation rules (days past due, amount thresholds)
• Choose communication preferences
• Define "stop points” (e.g. before legal action)

All managed within the portal, without needing your dev team.

6. Reporting & Export Options

Let clients:

• Schedule reports to be emailed
• Export data for board packs and internal analysis
• Filter by date range, product, region, or account manager

Your portal becomes their source of truth for collections performance.

7. Branding and User Management

Clients should feel like they’re using their system:

• Their logo and colours
• Their internal user roles and permissions
• SSO or secure login options

White-labelling lets you provide all of this while managing one underlying platform.

A strong client-facing portal is no longer optional. It’s what separates modern, tech-enabled agencies from the rest. With a white-label SaaS, you can deliver these features faster and more affordably.

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