Any consumer data that is housed within an agency’s CRM can be presented in the portals.  Account notes can be customized to only import select amounts such as the last 3-5 lines.  You can also regulate notes presentment base on individual client settings.

You can schedule our propriety Conduit system to update your data batch process as often as every 5 minutes, or as infrequently as every 24 hours. Most agencies update once per day, overnight.

We are not a CRM. Applied Innovation can integrate with most existing collection software providers.

No, we have relationships with most collection software systems.