Why Clients Want to Keep More In-House

Many of your clients don’t want to outsource everything. They:

• Have internal credit control teams
  
• Want to maintain customer relationships
  
• Need control over early-stage collections
  
  

But they often lack good technology, relying on spreadsheets, basic CRMs, or manual processes.

Offer Them "Their Own” Collections Platform

With white-label SaaS, you can give clients:

• A client-branded portal for their internal collections team
  
• Role-based access for finance, credit control, and management
  
• Real-time dashboards and reporting
  
  

To your client, it looks like their system. To you, it’s a scalable platform you can roll out again and again.

Seamless Handover from In-House to Your Agency

The real magic is in the handover:

• Client works early-stage collections in "their” portal
  
• Accounts that hit a certain rule (e.g. not successful and over $x value)
  
  • are automatically flagged or transferred to your agency team
    
• No messy file exports, no duplicate systems
  
  

Everyone works off the same source of truth.

Benefits for Your Clients

• Efficiency: One platform to manage early and late-stage collections
  
• Control: They choose what stays in-house and what gets escalated
  
• Visibility: Management sees the full lifecycle from invoice to resolution
  
• Professionalism: Their customers interact with a consistent, branded experience
  
  

Benefits for Your Agency

• Deeper integration with the client’s processes
  
• Higher volumes of referred work as in-house teams streamline
  
• Lower friction in getting files and data
  
• Data insights that help you advise clients better
  
  

You’re no longer competing with in-house teams, you’re empowering them.

When you offer clients a white-label collections platform, you help them keep more control while positioning your agency as their trusted escalation partner. Everyone wins: your client, their customers, and your bottom line.

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