Collections Call Flow
Click on each step to explore detailed guidance and best practices. Mark it complete to progress through the call.
Available
Active
Complete
Key Step
1Greeting
2Account Review
3Assuming Payment
4Negotiation
5Loan Assistance
6Settlement
7Account Correction
8Collecting Payment
9Closing
Step 6
Settlement
Negotiate a reduced payoff when other options don't work
Best Practices
- Check for pre-charge off settlement eligibility
- Offer when loan assistance options are exhausted
- Always read the required settlement scripting
- Get verbal agreement to lock in the offer