Credit Unions and Banks
- 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 reminders
Use your data
Open API integration
Merchant account flexibility
HERE'S HOW IT WORKS
Create document and payment workflows based on member preferences and your collection process needs.
- Create Custom Workflows
- Accept multiple payment methods
- Allow flexible time frames
- Pull a detailed audit report
Create a one step workflow
- Eliminate the need for multiple softwares to send a contract or invoice, capture a signature, and collect a payment.
- Reduce time and money spent on follow up for incomplete customer transactions.
- Speed up business processes and cash flow. Don’t wait for the check to come in the mail.
- Increase office efficiency with custom templates.
- 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.
- 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
- Recurring Payments
- E-Bill Presentment & Payment
See how PDCflow can work for your business
Don’t just take our word for it.
Set up better payment communication workflows
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