Client Tools is Professional’s secure online platform that provides 24/7 access and full transparency on all account activities. It features a Performance Dashboard that offers users a snapshot of summary data and easy to understand graphic charts for referrals, payments, collection activity and the current status of all your accounts in our inventory as well as a support section with self-service resources, including instructional videos, to serve as a reference and training point for new features and new users.
Interact securely with our Client Tools web portal 24/7.
Update account information in real-time.
Upload documents, review and save them securely.
View detailed activity for any account.
Transfer and store sensitive information with an encrypted, interactive platform.
Customize to fit your operation, including each user’s experience and following your internal IT policy requirements.
Create custom, real-time inventory reports.
Review 100% of consumer interactions via live call recordings.
Collaborate with our client service team via live chat or secure email.