INDUSTRY SOLUTIONS
Credit Unions and Banks
Connect with your members through secure email and text for payments, documents, photo uploads, and esignatures.
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HIPAA Compliant
UPTIME Achieved
SOC 2 Compliant- LEVEL 1 Compliant
FEATURES FOR A DIGITAL WORLD
Use email and SMS to improve member experience when collecting on accounts.
Send Documents- Send Payment Requests
- Gather Legally Binding Signatures
- Request Photo Uploads
Reduce PCI compliance scope
Send payment portals to a member's fingertips by email or text while on the phone with them. Consumers verify payment details and enter their own sensitive payment data.
Send payment reminders
Email or text reminders to members. With a Flow smart request, you can include any document (like account statements and pre-collection letters) with a payment form. Members can review, enter their own payment data, and submit payment in minutes.
Streamline procedures
Create unlimited templates that contain all or any combination of payment forms, documents, esignatures, and photo uploads. Set up as many users as you need.
Use your data
Know every action your members take with each Flow smart request you send. Analyze and optimize email and text message Flows for better results.
Open API integration
Open APIs make integrating documents, esignatures, and payments to your system of record easy. Receive dedicated integration support from the PDCflow development team.
Merchant account flexibility
Sign up with one of PDCflow's merchant partners. Process credit card payments through traditional or Zero Cost Processing merchant accounts.
HERE'S HOW IT WORKS
Create document and payment workflows based on member preferences and your collection process needs.
- Create custom workflows
- Set up unlimited users and templates
- Allow flexibility for members
- Pull detailed audit reports
- Understand your payment data
Cure and retain members
- Create custom workflows for both your front-end and back-end collectors.
- Speed up payment collection with secure, compliant email and text messaging.
- End the need for different vendors to send a document, capture signatures, and collect payments.
Keep roll rates low
- Set up unlimited users. Every team member can send Flow payment requests through email and text regardless of department.
- Create unlimited templates. Keep roll rates low with customized messaging and templates for every stage of the collection process.
- Make it easy for your agents to stay compliant by locking down the templates and workflows they need through your admin configuration.
Meet your recovery goals
- Allow flexible time frames for Flow smart request completion.
- Give members minutes, hours, or days to review an account statement, settlement agreement, or any document.
- Create workflows according to member needs. Flow smart requests can include payments, signatures, documents, and photo uploads. Mix and match for your collection process.
- Let members choose the digital channel they prefer – email or SMS.
Document consent
- Members and staff can access a detailed audit report or receive one via email after a Flow request is completed.
- Report includes: Dual authentication, date/time stamp, method of delivery (email address and/or cell phone number) and a legal wet signature.
- Retrieve at any time. Audit reports are stored for seven years.
Track payment performance
- View payments and Flow totals in one place. Read consolidated reporting with daily, monthly, or yearly totals on a single report.
- Simplify end-of-the-month number-crunching. Teams now have better visibility over their account activity, including payments and Flows.
- Spot trends and anomalies in payments by monitoring transaction totals over time.
- Filter Flow totals by employee or origin so management can learn more about Flow Technology usage and monitor success rates.
A fully customizable and comprehensive billing solution for your business. Call 1.877.732.4814
LOOKING FOR SOMETHING SPECIFIC?
One system for all your digital payment, esignature, document,
and photo workflows
CASE STUDIES
See how PDCflow can work for your business
RMS LLC, Debt Collection Agency
Improved payment compliance workflow and automation of payments.
Read Case Study
Corporate Direct Inc Sutton Law Center
Optimized staff workflows, integrated payment management, and customized payment portals.
Read Case StudyTHIRD-PARTY REVIEWS
Don’t just take our word for it.
“PDCflow is a simple and effective way to accept payments from consumers! The ability to send the customer an Esignature to legitimize payment arrangements is invaluable. It helps us convert promises to payments! It brings a level of professionalism that wouldn’t be present otherwise.”
Verified User in Banking
4.6 (56+) Capterra Reviews
4.6 (50+) G2 Reviews
Integrate fast and easy with our open APIs
Explore API Integration
Set up better payment communication workflows
Consult with a Payment Communication Expert to learn how.
Get Started
Not quite ready?
Continue learning with PDCflow resources
Can’t Miss Expert Takeaways to Create a Digital Communication Strategy
Regulation F, consumer preferences and better software options all point toward the same conclusion
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