Pick a brand and load.
Rebalance only moves unpinned junior/senior accounts. Pinned (●) and legal rows stay put.
Customer service: who owns this debt, and are they at their desk?
Paged accounts for this brand. Click a negotiator name to reassign when you can upload.
| Debt | Customer | Account | Creditor | Balance | Negotiator (click to reassign) | SSN |
|---|
Sync the selected brand's account book and Forth offers. Run now queues a background job.
Connect existing DebtPlete users to Settlements Room. This never creates or changes a company user.
Select the existing company roles by their stable IDs. This does not change the roles or their permissions.
| Person | Brand | Role | Tier / lead | Manager | Forth ID | Setup | Lifecycle |
|---|
Active negotiators and status for this brand.
| ID | Name | Tier | Manager | Forth ID | Status |
|---|
No managers loaded.
| ID | Name | Lead Type |
|---|
Rebalance, assign, roster, contacts, flags, and CSV writes.
| When | Actor | What happened |
|---|
Load a brand to see the book.
Click a row to filter the table to that book.
Select rows and use Move to…, or click the negotiator name to reassign. Same-tier only. Pinned (●) stays until unpin.
| Select | Debt | Customer | Account | Creditor | Balance | Negotiator (click to reassign) |
|---|
Approve pins the debt to a legal negotiator. Reject leaves the current owner.
| Brand | Debt | Reason | Requester |
|---|
Shared creditor book. Search, view terms, then edit.
Columns: creditor, category. Merges by name. Does not wipe the book.
| Creditor | Category |
|---|
Old → new before you approve. Law-firm changes go to legal; everything else to the requester’s manager.
| Contact | Status |
|---|
| Debt | Customer | Account | Creditor | Balance | NG |
|---|
Forth Completed wins over hand-entered figures. Forth rows stay read-only here.
| Tier | Label | Basis |
|---|
Figures for this period.
| Negotiator | Source | Completed | EPF | Collection % | Forth | Pay |
|---|